MY LIFE AS A CLIENT

The skateboarding legend opens up about his experiences with advisors throughout his long career.

A joke may also be a forewarning.

A husband and wife share their experiences with an advisor that didn’t work out and one who did.

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 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.