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
S

Sales Prospecting Tools

S

Sales Tactics

S

Sales Team

S

Sales Techniques

S

Sales Territory

S

Sales Training

S

Self-Assessment Tools

S

Support Ticketing

T

Tailored Marketing

T

Talent Acquisition Marketing

T

Target Audience

T

Target Market Analysis

T

Team Selling

T

Technical Selling

T

Telemarketing

T

Territory Management

T

Testimonials

T

Text Message Marketing

T

Third-Party Data

T

Thought Leadership

T

Tiered Pricing

T

Time Management

T

Time-to-Revenue Metrics

T

Top Accounts

T

Top of the Funnel (TOFU)

T

Topical Authority SEO

T

Total Addressable Market (TAM)

T

Total Engagement Value

T

Total Sales Value

T

Touchpoint Analysis

T

Touchpoint Attribution Models

T

Trade Marketing

T

Trade Show

T

Training Programs

T

Transactional Email

T

Transactional KPIs

T

Transactional Sales

T

Transparency in Sales

T

Trendspotting Analytics

T

Trial-to-Purchase Ratio

T

Trigger-Based Emails

T

Trust-Based Selling

T

Turnkey Solutions

V

Virtual Trade Show

V

Voice of the Customer (VoC)

12

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