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:
“Is not our role to stand for the one thing which means our own salvation here but with which it will also be possible to save the world, and with which Europe will be able to save itself, namely the preservation of the white man and his state?”
—Hendrik Verwoerd (1901–1966)
“If women’s role in life is limited solely to housewife/mother, it clearly ends when she can no longer bear more children and the children she has borne leave home.”
—Betty Friedan (20th century)
“A few [women] warrant our attention not because they have the answer but because they have rejected the mentality that insists there must be one answer. What makes them role models is not how much or how little they work, how many or how few hats they wear, but rather how well they understand, and accept, that for all rewards there will be commensurate sacrifice; for all gains, some loss; for any pleasure, some pain.”
—Melinda M. Marshall (20th century)