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:
“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)
“What is charm then? The free giving of a grace, the spending of something given by nature in her role of spendthrift ... something extra, superfluous, unnecessary, essentially a power thrown away.”
—Doris Lessing (b. 1919)
“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)