PHILADELPHIA - Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.

“Be completely 100% upfront and honest at all times,” Jo Johnson, a digital media producer from New Jersey told attendees at a packed panel discussion on criteria women clients use to select -- or reject -- financial advisors.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access