These are stressful times for clients but also for advisors. How do they cope? Exercise, outdoor walks, even meditation—but mostly, commiserating with others who share their experiences.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Adam Weinberg of West New York, N.J., founder of Web Guy X, a digital marketing firm, and Relax with Adam, a meditation center, both...
