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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. 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.

  5. Accounting - Wikipedia

    en.wikipedia.org/wiki/Accounting

    Accounting, also known as accountancy, is the process of recording and processing information about economic entities, such as businesses and corporations. [1] [2] Accounting measures the results of an organization's economic activities and conveys this information to a variety of stakeholders, including investors, creditors, management, and regulators. [3]

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

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

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  7. Corporate services - Wikipedia

    en.wikipedia.org/wiki/Corporate_services

    Corporate services such as finance and banking were first introduced to remove pressure from the client's organisation when dealing with complex banking and finance issues. Specialist information and tips are provided by the consultancy to manage finances appropriately, and some can set up a corporate bank account for clients [ citation needed ] .

  8. Clienteling - Wikipedia

    en.wikipedia.org/wiki/Clienteling

    Software-based clienteling has been said to have the advantage of collecting data about clients across different interaction channels in a searchable and retrievable database for later use. [6] Clienteling software may also provide digital tools on mobile devices or fixed workstations aimed at enabling retailers to establish long-lasting ...

  9. Customer relationship management - Wikipedia

    en.wikipedia.org/wiki/Customer_relationship...

    It implements sales promotion analysis, automates the tracking of a client's account history for repeated sales or future sales and coordinates sales, marketing, call centers, and retail outlets. It prevents duplicate efforts between a salesperson and a customer and also automatically tracks all contacts and follow-ups between both parties.