Tags: bonds | economic indicators | Economic Outlook | economy | markets | stocks

The Portfolio Strategies Group of SEI has released its first-quarter 2013 Economic Outlook. Some of the highlights are:

Tags: client loyalty | client retention | onboarding | prospect | prospecting | sales

There is no question that a clean onboarding process sends innumerable messages to your new client and their trusted circle of friends and family. It says you're competent, organized and trustworthy.

Tags: differentiation | marketing

If your website or brochure promises people “financial peace of mind,”  you're actually sending prospects the wrong message.

Tags: advisor websites | behavioral finance | client communications | client retention

With the stock market breaking new records recently, there is no shortage of opinions about what will happen next. Your clients, as always, are being bombarded with messages that often conflict with your advice and--unless you remind them often about the sensible way to examine the market's behavior--they will inevitably be influenced by the flood of idas streaming from the Internet and mass media, messages that will surely conflict with yours. What's an advisor to do?