What is a Georgia Power of Attorney, and what does it do?

A Georgia Power of Attorney (POA) is one of the three foundational estate planning documents that most adults in Georgia need in place (the other two are the Advance Directive for Healthcare and a Last Will and Testament). Essentially, a POA allows you to appoint an agent to act on your behalf and manage your […]

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.