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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
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Select a letter to explore terms alphabetically

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A

AI in Sales

A

API Integration

A

Account Executive

A

Account Management

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Account Mapping

A

Account Penetration

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Account-Based Marketing (ABM)

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Acquisition

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Action Plan

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Activation

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Active Listening

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Ad Copy Optimization

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Ad Fatigue

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Ad Retargeting

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Adaptive Selling

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Advanced Analytics

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Advertising ROI

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Advocacy Marketing

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Affiliate Marketing

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Agile Marketing

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Agile Selling

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Alignment Strategy

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Always-On Campaigns

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Ambush Marketing

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Analytics

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Analytics Dashboards

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Annual Contract Value (ACV)

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Annual Recurring Revenue (ARR)

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Appointment Setting

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Artificial Intelligence (AI)

A

Attribution

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Audience Development

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Audience Retargeting

A

Audience Segmentation

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Automated Proposal

A

Average Deal Size

B

B2B Sales

B

B2C Sales

B

Backlink Building

B

Behavioral Analytics

B

Behavioral Data

B

Behavioral Economics

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Behavioral Targeting

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Benefits Selling

B

Bid Management

B

Big Data in Sales

B

Blog Optimization

B

Booking

B

Bottom of the Funnel (BOFU)

B

Brand Affinity

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