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:
“Given that external reality is a fiction, the writer’s role is almost superfluous. He does not need to invent the fiction because it is already there.”
—J.G. (James Graham)
“The real test of a man is not how well he plays the role he has invented for himself, but how well he plays the role that destiny assigned to him.”
—Jan Patocka (1907–1977)
“All of the assumptions once made about a parent’s role have been undercut by the specialists. The psychiatric specialists, the psychological specialists, the educational specialists, all have mystified child development. They have fostered the idea that understanding children and promoting their intellectual well-being is too complex for mothers and requires the intervention of experts.”
—Elaine Heffner (20th century)