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 role of the stepmother is the most difficult of all, because you can’t ever just be. You’re constantly being tested—by the children, the neighbors, your husband, the relatives, old friends who knew the children’s parents in their first marriage, and by yourself.”
—Anonymous Stepparent. Making It as a Stepparent, by Claire Berman, introduction (1980, repr. 1986)
“What is charm then? The free giving of a grace, the spending of something given by nature in her role of spendthrift ... something extra, superfluous, unnecessary, essentially a power thrown away.”
—Doris Lessing (b. 1919)
“The trouble is that the expression ‘material thing’ is functioning already, from the very beginning, simply as a foil for ‘sense-datum’; it is not here given, and is never given, any other role to play, and apart from this consideration it would surely never have occurred to anybody to try to represent as some single kind of things the things which the ordinary man says that he ‘perceives.’”
—J.L. (John Langshaw)