The Startup
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The Startup

I Already Have an Advisor, You Say

“Oh, I already have a financial advisor,” she says. I politely smile and ask the seemingly flippant question, “So, what do you define as a financial advisor?”

This question is heavily debated within my industry, and for good reason. There are thousands of advisers out there, so how do you know what the different business models are and which one fits best with your situation? If all you know is…

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Meredith Moore

Meredith Moore

Tireless worker. Financial Advisor Guru. Speaker. Writer. Leader. Personal Growth Junkie.