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

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

    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. Business plan - Wikipedia

    en.wikipedia.org/wiki/Business_plan

    For example, a business plan for a non-profit might discuss the fit between the business plan and the organization's mission. Banks are quite concerned about defaults, so a business plan for a bank loan will build a convincing case for the organization's ability to repay the loan.

  4. 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.

  5. Sales and operations planning - Wikipedia

    en.wikipedia.org/wiki/Sales_and_operations_planning

    APICS defines S&OP as the "function of setting the overall level of manufacturing output (production plan) and other activities to best satisfy the current planned levels of sales (sales plan and/or forecasts), while meeting general business objectives of profitability, productivity, competitive customer lead times, etc., as expressed in the ...

  6. Resources, Events, Agents - Wikipedia

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

    For example, a conventional accounting asset such as goodwill is not an REA resource. There is a separate REA model for each business process in the company. A business process roughly corresponds to a functional department, or a function in Michael Porter's value chain. Examples of business processes would be sales, purchases, conversion or ...

  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. Corporate services - Wikipedia

    en.wikipedia.org/wiki/Corporate_services

    A Business Advisory Service counsels clients re the current and future state of their Company, with the aim of advancing the prospects of the enterprise in question.This service, used across various industries, involves (i) examining the relevant legal, tax, financial, market, and/or risk factors, and then (ii) advising re start-up (including company formation), or more common, re ongoing ...

  9. Integrated business planning - Wikipedia

    en.wikipedia.org/wiki/Integrated_business_planning

    Integrated Business Planning is defined in different ways. One challenge in developing a common definition of IBP is that there is no universally agreed way of describing different degrees and forms of integrated processes.

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