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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
Quick Navigation

Browse by Letter

Select a letter to explore terms alphabetically

Allabcdefghijklmnopqrstuvwxyz
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

U

Upfront Agreement

U

Upselling

U

Usage-Based Pricing

U

User Engagement

U

User Intent

U

User Journey

U

User Onboarding

U

User Research

U

User-Centric Marketing

U

User-Generated Content (UGC)

V

Value Proposition

V

Value-Added Services

V

Value-Added Services

V

Value-Added Services

V

Value-Based Pricing

V

Value-Driven Sales

V

Variable Compensation

V

Venture Capital

V

Vertical Integration

V

Vertical Market

V

Video Marketing

V

Viral Marketing

V

Virtual Sales

V

Virtual Trade Show

V

Visual Storytelling

V

Voice of the Customer (VoC)

W

Webinar

W

Webinar Marketing

W

Website Optimization

W

Weighted Pipeline

W

Win Rate

W

Win-Loss Analysis

W

Workflow Automation

W

Workflow Management

Y

Yield Management

Z

Zero-Based Budgeting

Z

Zoom Prospecting

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