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MY LIFE AS A CLIENT
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.

Featured on MY LIFE AS A CLIENT

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Client Relations
My Life as a Client: My Advisor (and His Team) Speaks My Language—and My Husband’s, TooMy Life as a Client: My Advisor (and His Team) Speaks My Language—and My Husband’s, Too

A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Andrea Mac, founder of Prequal, a revenue consultancy for salespeople and female company founders based in suburban Chicago.

byAnne Field, Columnist: Fix My Business
Jul 31, 2023
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3 Min Read
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Client Relations
My Life as a Client: My Advisor Takes Care of MeMy Life as a Client: My Advisor Takes Care of Me
byAnne Field
May 11, 2023
3 Min Read
Stan-Kimer-house.jpg
Client Relations
My Life as a Client: Just Listen to Me! 2023My Life as a Client: Just Listen to Me!
byAnne Field
May 5, 2023
3 Min Read
Dennis Shirshikov
Client Relations
My Life as a Client: Spoiled by the Personal TouchMy Life as a Client: Spoiled by the Personal Touch
byAnne Field
Jan 13, 2023
3 Min Read
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Client Relations
My Life as a Client: Former Running Back Finally Tackles InvestingMy Life as a Client: Former Running Back Finally Tackles Investing
byAnne Field
Jun 16, 2022
3 Min Read
businessman stopped by huge palm
Client Relations
My Life as a Client: We’re Middle Income, Not DeadbeatsMy Life as a Client: We’re Middle Income, Not Deadbeats
byAnne Field
Jun 11, 2021
4 Min Read

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Client Relations
My Life as a Client: Whose Team Are You On?
My Life as a Client: Whose Team Are You On?
Feb 5, 2021
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My Life as a Client: Looking at the Whole Picture
My Life as a Client: Looking at the Whole Picture
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My Life as a Client: Look Before You REIT
My Life as a Client: Look Before You REIT
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My Life as a Client: Just Listen to Me! 2020
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Aug 21, 2020
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My Life as a Client: Just Answer My Emails
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My Life as a Client: A Patchwork of Advisors
My Life as a Client: A Patchwork of Advisors
May 28, 2020
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byAnne Field, Columnist: Fix My Business
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My Life as a Client: Condescending and Belittling
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Apr 21, 2020
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: A Positive Attitude
My Life as a Client: A Positive Attitude
Mar 17, 2020
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: If I Could Afford It
My Life as a Client: If I Could Afford It
Feb 27, 2020
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Just Leave Me Alone
My Life as a Client: Just Leave Me Alone
Jan 24, 2020
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Transparency Through Technology
My Life as a Client: Transparency Through Technology
Nov 20, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Ladies First
My Life as a Client: Ladies First
Oct 23, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Yes, Investment Performance Matters
My Life as a Client: Yes, Investment Performance Matters
Sep 17, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Don’t Lie to Me
My Life as a Client: Don’t Lie to Me
Aug 15, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Fed Up with Uninspired Advice
My Life as a Client: Fed Up with Uninspired Advice
Jul 10, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Escaping From Jekyll and Hyde
My Life as a Client: Escaping From Jekyll and Hyde
May 14, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Fleeing High Fees
My Life as a Client: Fleeing High Fees
Apr 9, 2019
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byAnne Field, Columnist: Fix My Business
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Client Relations
My Life as a Client: Goldilocks and the Three Financial Advisors
My Life as a Client: Goldilocks and the Three Financial Advisors
Mar 11, 2019
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byAnne Field, Columnist: Fix My Business
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My Life as a Client: Someone Needs to Pay Attention
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Feb 14, 2019
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Client Relations
My Life as a Client: Lots of Errors, Not Enough Caring
My Life as a Client: Lots of Errors, Not Enough Caring
Jan 8, 2019
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byAnne Field, Columnist: Fix My Business
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My Life as a Client: Not as Smart as They Seemed
My Life as a Client: Not as Smart as They Seemed
Nov 28, 2018
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byAnne Field, Columnist: Fix My Business
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My Life as a Client: A Wake-Up Call
My Life as a Client: A Wake-Up Call
Oct 18, 2018
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byAnne Field, Columnist: Fix My Business
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Client Relations
Our Lives As Clients: 10 Clients Weigh In On Their Advisors
Our Lives As Clients: 10 Clients Weigh In On Their Advisors
Sep 26, 2018
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My Life as a Client: Internet Expert
My Life as a Client: Internet Expert
Sep 21, 2018
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byAnne Field, Columnist: Fix My Business
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My Life as a Client: Free Dinners, Bad Advice
My Life as a Client: Free Dinners, Bad Advice
Aug 20, 2018
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byAnne Field, Columnist: Fix My Business
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A Caffeinated Life Hack Tip from My Financial Advisor
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Jul 25, 2018
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A Junior “Robo”
A Junior “Robo”
Jul 9, 2018
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My Life as a Client: Tony Hawk
My Life as a Client: Tony Hawk
Jun 14, 2018
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byDavid H. Lenok, Senior Editor
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My Life as a Client: Don’t Ask Too Many Questions
My Life as a Client: Don’t Ask Too Many Questions
Jun 7, 2018
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byJohn Kador
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My Life as a Client: Two Advisors, One Firm
My Life as a Client: Two Advisors, One Firm
May 29, 2018
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