When Advisors Thwart Kidnappers and Cyber Crooks

  • Financial advisors often go above and beyond for their clients
  • We asked four advisors to share their most memorable client-service episodes
  • Karen Boschert helped an older couple with a liquidation
  • Advisors sometimes have to deal with cyber threats and kidnappers
  • Service for wealthy clients can involve extraordinary measures

Financial advisors have a job that extends beyond creating financial plans and helping clients invest. In some cases, advisors are required to go to extraordinary lengths to provide exceptional service to their clients, especially those with significant wealth. We asked four advisors to share their most memorable client-service episodes, and their stories are nothing short of remarkable. One such story comes from Karen Boschert, a senior wealth advisor at Exencial Wealth Advisors. She received a call from an older couple, who were clients she knew well, asking for a liquidation. However, part of their portfolio consisted of retirement accounts, which presented a unique challenge. Boschert had to navigate the complexities of liquidating retirement accounts while ensuring the couple’s financial security. These stories highlight the fact that financial advisors often face unexpected situations that require quick thinking and problem-solving skills. From dealing with cyber threats to protecting clients from potential kidnappers, advisors are constantly going above and beyond to safeguard their clients’ financial well-being. In conclusion, the role of a financial advisor goes far beyond numbers and investments. It involves building strong relationships with clients and being prepared to handle any situation that may arise. These stories serve as a reminder of the dedication and commitment that advisors have towards their clients.

Factuality Level: 2
Factuality Justification: The article provides very little information related to the main topic of financial advisors going to extraordinary lengths for their wealthy clients. Instead, it includes a brief anecdote from one advisor without much context or depth. The article also abruptly ends with a prompt to sign in to read more, which is irrelevant to the content being evaluated.
Noise Level: 2
Noise Justification: The article is focused on the role of financial advisors and their interactions with wealthy clients, providing insights into the level of service they provide. It stays on topic and does not contain irrelevant information. However, the article is cut off abruptly, which affects the overall rating.
Financial Relevance: Yes
Financial Markets Impacted: No
Presence Of Extreme Event: No
Nature Of Extreme Event: No
Impact Rating Of The Extreme Event: No
Rating Justification: The article pertains to financial topics as it discusses the job of a financial advisor and their interactions with clients.
Private Companies: Exencial Wealth Advisors
Key People: Karen Boschert (Senior Wealth Advisor at Exencial Wealth Advisors)

Reported publicly: www.barrons.com