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:
“To win by strategy is no less the role of a general than to win by arms.”
—Julius Caesar [Gaius Julius Caesar] (100–44 B.C.)
“Women’s battle for financial equality has barely been joined, much less won. Society still traditionally assigns to woman the role of money-handler rather than money-maker, and our assigned specialty is far more likely to be home economics than financial economics.”
—Paula Nelson (b. 1945)
“His role was as the gentle teacher, the logical, compassionate, caring and articulate teacher, who inspired you so that you wanted to please him more than life itself.”
—Carol Lawrence, U.S. singer, star of West Side Story. Conversations About Bernstein, p. 172, ed. William Westbrook Burton, Oxford University Press (1995)