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:
“Scholars who become politicians are usually assigned the comic role of having to be the good conscience of state policy.”
—Friedrich Nietzsche (1844–1900)
“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)
“Today, only a fool would offer herself as the singular role model for the Good Mother. Most of us know not to tempt the fates. The moment I felt sure I had everything under control would invariably be the moment right before the principal called to report that one of my sons had just driven somebody’s motorcycle through the high school gymnasium.”
—Mary Kay Blakely (20th century)