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:
“So successful has been the camera’s role in beautifying the world that photographs, rather than the world, have become the standard of the beautiful.”
—Susan Sontag (b. 1933)
“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)
“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)