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:
“Man, truly the animal that talks, is the only one that needs conversations to propagate its species.... In love conversations play an almost greater role than anything else. Love is the most talkative of all feelings and consists to a great extent completely of talkativeness.”
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