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:
“Always and everywhere children take an active role in the construction and acquisition of learning and understanding. To learn is a satisfying experience, but also, as the psychologist Nelson Goodman tells us, to understand is to experience desire, drama, and conquest.”
—Carolyn Edwards (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)
“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)