Role
Financial Advisors typically provide clients/customers with products and services. Financial Advisors may wear multiple hats, depending on the licenses they hold and the training they have. For example, an insurance agent may be qualified to sell you both life insurance and variable annuities. A broker may also be a financial planner.
Read more about this topic: Financial Adviser
Famous quotes containing the word role:
“The traditional American husband and father had the responsibilities—and the privileges—of playing the role of primary provider. Sharing that role is not easy. To yield exclusive access to the role is to surrender some of the potential for fulfilling the hero fantasy—a fantasy that appeals to us all. The loss is far from trivial.”
—Faye J. Crosby (20th century)
“The addition of a helpless, needy infant to a couple’s life limits freedom of movement, changes role expectancies, places physical demands on parents, and restricts spontaneity.”
—Jerrold Lee Shapiro (20th century)
“When things turn out pretty much as expected, parents give little thought to how much they have influenced the outcome. When things don’t turn out as expected, parents give a great deal of thought to the role they play.”
—Arlene Harder (20th century)