Ten Estate Planning Mistakes To Avoid – Episode 2 – Not Hiring the Right People

In this video series, attorney Joel Beck discusses ten mistakes you want to avoid in your estate planning. In this episode 2, Joel discusses the mistake of not “hiring” the right people to serve in important roles such as executor, trustee, guardian, healthcare agent, and attorney in fact (agent under a power of attorney). But […]

Customer Compatibility , Decreasing Complaints and Improving Happiness

My anecdotal evidence from speaking with financial advisors suggests that some clients - including those who don't really fit the advisor's ideal client profile - may be much more problematic to serve and may lead to customer complaints, arbitration claims and regulatory actions. This HBS working paper also seems to suggest that "customer compatibility" is a real and meaningful thing and that it can also affect the bottom line.