The Startup
Published in

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…




Get smarter at building your thing. Follow to join The Startup’s +8 million monthly readers & +756K followers.

Recommended from Medium

How do Insurance Companies Make Money?

I Needed A Budget — My first year of YNAB

How to Save Money on Your Wedding Day

Can you order things online with a prepaid Visa Debit Card? The kind you buy at Wal-Mart?

New Redwood City Rental Housing Laws Go Into Effect January 1

Auto loan down payment…?

How can I consolidate 700 in 1 month?

Budgetpedia’s Mission to Transform Advocates into Accountants

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Meredith Moore

Meredith Moore

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

More from Medium

Financial Health Clears the Way to Security and Prosperity

Stacks of coins in higher piles next to each other.

Wealth Inspiration Part 1

Illustration of a lightbulb lit up, as in “idea”.

2022 — A time to forget for some

Money Can Buy Happiness, But You Really Have To Know How To Spend It