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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

A

Account Mapping

A

Account Penetration

A

Account-Based Marketing (ABM)

A

Acquisition

A

Action Plan

A

Activation

A

Active Listening

A

Ad Copy Optimization

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Ad Fatigue

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Ad Retargeting

A

Adaptive Selling

A

Advanced Analytics

A

Advertising ROI

A

Advocacy Marketing

A

Affiliate Marketing

A

Agile Marketing

A

Agile Selling

A

Alignment Strategy

A

Always-On Campaigns

A

Ambush Marketing

A

Analytics

A

Analytics Dashboards

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Annual Contract Value (ACV)

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Annual Recurring Revenue (ARR)

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Appointment Setting

A

Artificial Intelligence (AI)

A

Attribution

A

Audience Development

A

Audience Retargeting

A

Audience Segmentation

A

Automated Proposal

A

Average Deal Size

B

Behavioral Analytics

B

Brand Affinity

B

Brand Audit

B

Brand Awareness

B

Brand Gap Analysis

B

Budget Allocation

B

Business Objective Alignment

B

Buying Journey Analytics

C

Call-to-Action (CTA)

C

Campaign Analysis

C

Channel Attribution

C

Clickstream Analysis

C

Client Acquisition

C

Competitive Analysis

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