Becoming a Life Advisor Author:Rod Hagenbuch and Richard J. Capalbo A Guide to the Ultimate Client Service Model — The role of financial advisors has changed dramtically over the past four decades. At one time, their role was providing bits of information to clients and executing their buy and sell orders. C hanges in regulation, negotiated commissions, onoline computer trading, deep discount brokerage firms and... more » proliferation of new products have dramatically changed hte profession.« less