Financial Adviser - Role

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.

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Famous quotes containing the word role:

    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)

    You are pitiful isolated individuals; you are bankrupts; your role is played out. Go where you belong from now on—into the dustbin of history!
    Leon Trotsky (1879–1940)

    Recent studies that have investigated maternal satisfaction have found this to be a better prediction of mother-child interaction than work status alone. More important for the overall quality of interaction with their children than simply whether the mother works or not, these studies suggest, is how satisfied the mother is with her role as worker or homemaker. Satisfied women are consistently more warm, involved, playful, stimulating and effective with their children than unsatisfied women.
    Alison Clarke-Stewart (20th century)