The Extra Mile

Bill Schmick, Managing Director and Portfolio Manager, Berkshire Money Management

Bill Schmick, Managing Director and Portfolio Manager

A family client of mine, led by an 82-year old widow and grandmother, gave me an opportunity to really reach out beyond just business. Over time, I grew to know the family and this lady rather well, and had come to appreciate our conversations.

As her health had been failing, we’d naturally talked about her financial situation and plans, but I also just checked in regularly—just to catch up. Over time, she became housebound with limited mobility, under 24-hour nursing care.

One day, she mentioned that being cooped up all day wasn’t so bad, but she did miss playing her opera and classical music DVDs. Apparently her caregiver wasn’t a fan and she just couldn’t manage loading or pressing the buttons by herself, any longer.

When I hung up the phone, I ordered ALEXA. Then I called her daughter, knowing that her husband (a computer guy) would be able to hook it up in his mother-law’s room. This would allow her to listen to whatever she wanted, whenever she wanted by voice command.