1. Careers
You can opt-out at any time. Please refer to our privacy policy for contact information.

Book of Business


Couple shaking hands with financial advisor
Sam Edwards / OJO Images / Getty Images
Definition: Book of business is common industry parlance for a salesperson's list of accounts or clients. The types of salespeople most commonly associated with what is called a book of business are financial advisors. However, certain other producers such as insurance sales agents, private bankers, investment bankers and financial planners might have this terminology applied to their own client lists.
Also Known As: Clients, Accounts
The average financial advisor at our firm has a book of business that includes 100 clients and $100 million in client financial assets.
Related Video
Adam Gerber on advertising business models
Jim Spanfeller, president of Forbes.com, on ad models
  1. About.com
  2. Careers
  3. Financial Careers
  4. Glossary
  5. D-I
  6. Book of Business

©2014 About.com. All rights reserved.