Jackie (caller)

Jackie, a New York City listener, seeks help to find a fiduciary financial advisor after accumulating substantial cash savings and retirement assets. She feels overwhelmed and unsure where to start. Jill guides her through understanding the reasons for her large cash reserves and the importance of investment diversification. They discuss what Jackie wants in an advisor, emphasizing the need for transparency and trustworthy guidance. Jill also shares practical tips on finding the right advisor and the challenges faced by planners with mid-level assets.