Ever curious about what clients say about their financial advisors behind closed doors? We recently got the lowdown from Kevin Huhn, 54, who, after an eclectic career, now heads Be Your Best Today, a media and public relations firm near Toronto.
What do your clients really think about you? We spoke to Zach Hendrix, a founder of online lawn mowing service GreenPal, on why he fired his advisor.
If you’d like to know what your clients really think about you, we’re here to help. The following is the view from Elizabeth McCourt, 48, of Westhampton Beach, NY. An executive coach and recruiter for financial advisors, she offers a unique...
What do your clients really say about you behind your back? Here’s the view from Warren Bimblick, a media consultant in New York City and former executive at Penton Media.
Here's what a group of investors think about their advisors ... good and bad.
Here’s the view from Lauryn Williams, 33, a former Olympian who ultimately became a financial advisor herself, based in Dallas.
What do your clients really say about you behind your back? Glenna Crooks, founder of startup SageLife in Philadelphia and a longtime executive, told us about her experiences.