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Book of Business

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Couple shaking hands with financial advisor
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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
Examples:
The average financial advisor at our firm has a book of business that includes 100 clients and $100 million in client financial assets.
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