The co-chairman of Evensky & Katz/Foldes Financial and associate professor at Texas Tech University said it's not just what the advisor does for the client, it's the way they engage the client in the planning process.
"We now understand how valuable that process is, and how valuable it is to take people through their life issues and have them weigh in on what's happening and be a productive part of the planning aspect," she told Investment Advisor in a joint interview with her husband and partner, Harold Evensky, who is also featured on the 2015 IA 35 for 35.