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:
“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)
“Whatever we’re doing, whoever we are, it isn’t enough. . . . Little wonder we have trouble finding role models to guide us through these shoals. No one less than God Herself could be all the things we’d like to be to all the people we’d like to feel approval from.”
—Melinda M. Marshall (20th century)
“A famous theatrical actress
Played best in the role of malefactress.
Yet her home-life was pure
Except, to be sure,
A scandal or two just for practice.”
—Anonymous.