Joanne Stine answers my question: What is a ‘fiduciary?’
“A fiduciary is a licensed professional who manages personal finances, trust assets, day-to-day financial, legal, or medical needs, and/or settles estate distribution and debts—all when a client is, for some reason, unable to take care of these things themselves.” How long have you been a fiduciary, Joanne? I discovered this niche, my ideal job, 34 years ago.” It’s your “ideal” job? Absolutely. I respect people who want to be responsible by making sure all the loose ends of their lives are tied up when the time comes. I’m compatible with them, because I want to be that kind of responsible person, myself.” She pauses a moment, thinking. “Besides that, I’m honored by the trust placed in me. I take pride in being trustworthy.” Thank you for explaining your job, Joanne. I can see that, while being a fiduciary is done with pen and paper, it also requires a lot of heart. “I like doing a job that takes heart,” she says. “I wouldn’t want a job that AI could do!”
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