Case Studies & Testimonials
Sr. Vice President - Leading Investment Management Firm
Stress-Free Financial Services with Clarity and Professionalism
When a Financial Advisor at a Leading Investment Management Firm got a call from Estère du Boulay, she was searching for a better solution for her customer’s brokerage accounts that would increase profits and provide a central access portal.
Although she was just responding to a client need and request by locating asset management services, Estère’s attention to detail and level of organization quickly won the admiration of the Financial Advisor. Her penchant for taking all the scattered financial data her client would normally have to sort through, developing a customized reporting process, featuring an at-a-glance dashboard to summarize all data, left a strong impression. Estère’s knack for reaching this highly mobile client for urgent financial decisions, when no one else could, was also not to be ignored.
“She’s wonderful at access … she can always reach the client where we can’t. She also gives the client a centralized reporting, so they can talk to Estère about an issue and she’ll talk to the accountant, the pool guy-whomever… the client only needs to speak with one person and everything gets handled.”
But beyond organization, Estère truly hones in on her clients and their needs, frequently before the client is fully aware of these needs, without being too intrusive. Instead of traveling in the same social circles as her clients, she strives to maintain a professional distance, ensuring a comfortable level of privacy and minimizing potential conflicts of interest. That doesn’t mean she doesn’t care deeply, though – it’s obvious even to this Financial Advisor.
“She absolutely cares about our shared client. The level of comfort that the two of them have when they speak to each other and the things they’ve both said to me about the other tell me that they have a lot of fun together. She’s timely … courteous … professional and still fun and charming.”
CEO - National Disabled Sailing Program
Discretion is Key … Handling Major Problems Quickly and Quietly
No one hopes they’ll need a last minute miracle, but when those rare times arise, it’s good to know someone who can pull one off. When the CEO of a Non-Profit Organization needed their own miracle, Estère was there to help.
The non-profit’s charity fundraiser was in serious danger because a supporter had failed to provide a silent auction item that had garnered a lot of attention and brought in a hefty donation. The fact that the prize was rare and difficult to obtain didn’t phase Estère at all — she did what she does best and set to work fixing the problem.
“We had an auction item that a donor couldn’t fulfill: pit passes at the Indianapolis 500 and tickets for the family,” the CEO explained. “I don’t know who you call to get pit passes a week before the Indy 500, but Estère just made it happen — without calling in any favors. She explained our problem so tactfully that they were willing to help out perfect strangers.”
“What Estère did, it was like getting tickets on the 60 yard line at the Super Bowl a week before the game. Over just 48 hours, she worked it out.”
But instead of basking in her accomplishment, Estère kept the entire ordeal under the radar. Discretion, as they say, is the better part of valor — and when working with clients who may be under a much closer microscope than the average person, it’s vital.
“Estère made that problem never even appear — it was just unbelievable. She was able to do the impossible and save face for a lot of people in a situation that could have been very embarrassing. Even to this day, Estère and I are probably the only people who know about it.”
Sr. Vice President - National Full-Service Insurance Brokerage Firm
Just Another Day at the Office Shuffling Paperwork and Saving Clients’ Money
Higher praise is hard to find, especially when it’s coming from someone that you work closely with, like this Senior Vice President of a National Full-Service Insurance Brokerage Firm. When customer care is at your very core, tending to each client’s individual needs is simply second nature.
“It’s not just a job … it’s her life as a Lifestyle Manager.”
When Estère first met this particular Sr. VP, it was obvious that their shared client would be blown out of the water by the level of care they’d provide. Not only did the duo work together to obtain copies of a number of policies, they found ways to save their client significant amounts of money without skimping on coverages or increasing risk exposure. Security and financial responsibility? Absolutely.
CEO - International Equestrian Breeding Farm
“Efficiency and Heart” … Finding the Right Fit
VP - Leading International Luxury Real Estate Brokerage
“Truly Amazing ... I Know it was Only the Tip of the Iceberg ... from Soup to Nuts”