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:
“I wish glib and indiscriminate critics of industrialists had some conception of the problems that have to be met by factory management.... General condemnation of employers is a favorite indoor sport of the uninformed intelligentsia who assume the role of lance- bearers for labor.”
—Mary Barnett Gilson (1877–?)
“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)
“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)