Wouldn’t you like to know what your clients really think about you? We checked in with Carrie Wood, a 41-year-old commercial lease reviewer in Toronto, to learn about her experiences.

We figure you probably don’t really know what your accounts think about you. So, we’re talking to clients about their experiences with financial advisors — getting the lowdown from the horse’s mouth. This time, we chatted with Jacob Hurwith, 29...

Think you really know what your clients say about you? We asked Christie Peck, a 64-year-old former fundraising specialist in suburban Detroit, for her views.

What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.

What do your accounts really think about you? This time, we talked to Donna Shaw, a 69-year-old retired former executive in East Hartford, CT, about her experiences.

Do you really have a clue what your clients say about you when your back is turned? Here’s how Kerry Walls, a 60-year-old business and executive coach in Portland, Ore., assessed her advisors.

What do your accounts really think about you? Here’s the view from one client, Barak Kassar, a 50-year-old co-owner with his wife Kristin Wiederholt of a San Francisco–based marketing communications firm. ...

Do you know what your clients think of you? Probably not. So, we’re talking to some clients to get a firsthand glimpse of what’s really on their minds.  ...