FUTUREPROOF 2025
Pricing
Resources
Sales GlossaryAdvisor HubNEWKnowledge Center
RIALog inGet Started

Sales & Prospecting Encyclopedia

Master the language of financial advisory with our comprehensive glossary. Essential terminology every RIA and wealth advisor needs to succeed.

500+ Terms
Quick Navigation

Browse by Letter

Select a letter to explore terms alphabetically

Allabcdefghijklmnopqrstuvwxyz
A

AI in Sales

A

Adaptive Selling

A

Agile Selling

A

Alignment Strategy

A

Appointment Setting

A

Audience Segmentation

A

Average Deal Size

B

B2B Sales

B

B2C Sales

B

Benefits Selling

B

Big Data in Sales

B

Brand Storytelling

B

Buying Signals

C

CRM Software

C

Case Studies

C

Channel Sales

C

Complex Sales

C

Content Syndication

C

Corporate Sales

C

Corporate Storytelling

C

Cross-Selling

C

Customer Satisfaction

C

Customer Sentiment

C

Customer Success

C

Customer Surveys

D

Data Driven Sales

D

Deal Stages

D

Digital Commerce Strategy

D

Digital Sales Room

D

Direct Sales

D

Discounting Strategies

E

Emotional Selling

E

Enterprise Sales

E

Experiential Storytelling

E

Extended Sales Funnel

E

External Stakeholders

F

Field Sales

F

Frictionless Sales

F

Full-Cycle Selling

G

Goal Setting

G

Gross Sales Revenue

G

Guerrilla Sales Tactics

H

Hard Sell

H

High Touch Sales

H

Human-to-Human (H2H) Selling

H

Hybrid Sales Model

H

Hyper-Segmentation

I

Ideal Team Setup

I

Impression Share

I

Inbound Sales

12345

Ready to Transform Your Sales Process?

Join thousands of financial advisors who use Poseidon to streamline their practice and grow their AUM.

Book a DemoView Pricing