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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. Clienteling - Wikipedia

    en.wikipedia.org/wiki/Clienteling

    This information can then be used to further personalize future interactions. [ 10 ] [ 11 ] Capabilities such as notes, wish lists , preferences , alerts , and purchase history are sometimes used to enable associates to enhance client profiles in ways that purchase history and e-commerce activity alone could not.

  5. Accounting information system - Wikipedia

    en.wikipedia.org/wiki/Accounting_information_system

    An accounting information system (AIS) is a system of collecting, storing and processing financial and accounting data that are used by decision makers.An accounting information system is generally a computer-based method for tracking accounting activity in conjunction with information technology resources.

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

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

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  7. Resources, Events, Agents - Wikipedia

    en.wikipedia.org/wiki/Resources,_Events,_Agents

    Resources, events, agents (REA) is a model of how an accounting system can be re-engineered for the computer age.REA was originally proposed in 1982 by William E. McCarthy as a generalized accounting model, [1] and contained the concepts of resources, events and agents (McCarthy 1982).

  8. Accounting network - Wikipedia

    en.wikipedia.org/wiki/Accounting_network

    An accounting network or accounting association is a professional services network whose principal purpose is to provide members resources to assist the clients around the world and hence reduce the uncertainty by bringing together a greater number of resources to work on a problem. The networks and associations operate independently of the ...

  9. 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).