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  2. Why Most Financial Advisors Are Doing More Client Outreach - AOL

    www.aol.com/why-most-financial-advisors-doing...

    Like most client-facing businesses, financial advisory firms tend to have a strong focus on marketing. Those promotional strategies often serve to both engage current clients and expand their ...

  3. Outreach - Wikipedia

    en.wikipedia.org/wiki/Outreach

    Outreach Program for Women. Outreach is the activity of providing services to any population that might not otherwise have access to those services. [1] [2] A key component of outreach is that the group providing it is not stationary, but mobile; in other words, it involves meeting someone in need of an outreach service at the location where they are.

  4. List of business and finance abbreviations - Wikipedia

    en.wikipedia.org/wiki/List_of_business_and...

    For example, $225K would be understood to mean $225,000, and $3.6K would be understood to mean $3,600. Multiple K's are not commonly used to represent larger numbers. In other words, it would look odd to use $1.2KK to represent $1,200,000. Ke – Is used as an abbreviation for Cost of Equity (COE).

  5. Clienteling - Wikipedia

    en.wikipedia.org/wiki/Clienteling

    While at its core, clienteling is a sales technique, the term is commonly used today to describe the related assisted selling software tools used to support relationship-building activities between store associates and their customers. [5]

  6. Why Most Financial Advisors Are Doing More Client Outreach - AOL

    www.aol.com/finance/why-most-financial-advisors...

    For premium support please call: 800-290-4726 more ways to reach us more ways to reach us

  7. Client (business) - Wikipedia

    en.wikipedia.org/wiki/Client_(business)

    In business, commerce, and economics, a client is a person who receives advice or services from a professional, such as a lawyer or a health care provider.Clients differ from customers in that customers are thought of as "one-time buyers" while clients can be seen as "long-term recipients", [1] and customers buy goods as well as services.

  8. Customer profitability - Wikipedia

    en.wikipedia.org/wiki/Customer_profitability

    Customer profitability (CP) is the profit the firm makes from serving a customer or customer group over a specified period of time, specifically the difference between the revenues earned from and the costs associated with the customer relationship in a specified period.

  9. Registered Professional Accountant - Wikipedia

    en.wikipedia.org/wiki/Registered_Professional...

    In terms of global outreach and work in conjunction with international accounting bodies, Registered Professional Accountants (RPA) are recognized for admission as an associate member to the Institute of Certified Management Accountants (CMA) Australia, the Certified General Accountants of Pakistan (CGA), and the Zambia Institute of Chartered ...