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function sm_add_wp_version_error() {
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/**
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function sm_add_php_version_error() {
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function conflict_plugins_admin_notice(){
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	<title>Regulation and compliance &#8211; Affiliate Marketing Programs | CBOMO.COM</title>
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	<link>https://cbomo.com</link>
	<description>Your Affiliate Online Money Opportunities</description>
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		<title>Financial advisors and remote work</title>
		<link>https://cbomo.com/financial-advisors-and-remote-work/</link>
					<comments>https://cbomo.com/financial-advisors-and-remote-work/#respond</comments>
		
		<dc:creator><![CDATA[cbomo]]></dc:creator>
		<pubDate>Sat, 20 May 2023 08:17:42 +0000</pubDate>
				<category><![CDATA[Getting Started]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[Career moves]]></category>
		<category><![CDATA[financial]]></category>
		<category><![CDATA[Independent advisors]]></category>
		<category><![CDATA[Regulation and compliance]]></category>
		<category><![CDATA[Regulatory reform]]></category>
		<category><![CDATA[Remote]]></category>
		<category><![CDATA[RIAs]]></category>
		<category><![CDATA[Social Media]]></category>
		<category><![CDATA[Work]]></category>
		<guid isPermaLink="false">https://cbomo.com/financial-advisors-and-remote-work/</guid>

					<description><![CDATA[[ad_1] &#8220;All things remote inspections, return to the office and the definition of branch offices.&#8221; Those are the three topics that Kayte Toczylowski, the vice president of member relations and education at the brokerage industry&#8217;s regulator, said &#8220;come up in pretty much every meeting I have with member firms.&#8221; Her words came during an interview with Financial Industry Regulatory Authority  CEO Robert Cook on the second day of FINRA&#8217;s annual conference this week in Washington D.C. But&#8230;]]></description>
										<content:encoded><![CDATA[<p> [ad_1]<br />
</p>
<div>
<p>&#8220;All things remote inspections, return to the office and the definition of branch offices.&#8221;</p>
<p>Those are the three topics that Kayte Toczylowski, the vice president of member relations and education at the brokerage industry&#8217;s regulator, said &#8220;come up in pretty much every meeting I have with member firms.&#8221; Her words came during an interview with Financial Industry Regulatory Authority  CEO Robert Cook on the <a target="_blank" href="https://www.financial-planning.com/news/finras-remote-work-proposal-would-let-brokers-suppress-home-office-addresses" class="Link" rel="noopener"><u>second day of FINRA&#8217;s annual conference this week in Washington D.C.</u></a></p>
<p>But work-from-home questions in wealth management don&#8217;t apply only to the nearly 3,400 brokerage firms that FINRA oversees directly. Remote work issues remain <a target="_blank" href="https://www.financial-planning.com/news/finra-pushes-back-comment-deadline-for-proposal-to-allow-internal-inspection-of-home-offices-once-every-three-years" class="Link" rel="noopener"><u>subjects of intense interest for people of all stripes in the wealth management industry</u></a>, including more than 35,000 investment advisors registered with the SEC.</p>
<p>Scoop, a company that helps business clients with remote work arrangements, <a target="_blank" href="https://www.bloomberg.com/news/articles/2023-05-09/working-from-home-still-works-for-many-wall-street-banks#xj4y7vzkg" class="Link" rel="noopener"><u>reported this month</u></a> that only 20% of financial services firms require their employees to be in the office every work day. The survey, conducted through a poll of 251 industry firms, found that 41% of respondents allow their employees to spend some of their work time away from the office. That&#8217;s despite <a target="_blank" href="https://www.financial-planning.com/articles/jpmorgan-ceo-jamie-dimon-signals-to-wall-street-its-time-to-return-to-the-office" class="Link" rel="noopener"><u>headline-grabbing pushes by industry giants like JPMorgan Chase</u></a> to insist employees start coming back in.</p>
<p><b>&#8216;I don&#8217;t know how much better your life can be&#8217;</b><br />For many financial planners, the new ability to work from home brought on by COVID-19 marked a welcome change from their grinding routines. Chris Ward, the founder of EntryPoint Wealth Management in Edgewood, Kentucky, said that before the pandemic, he spent at least an hour every day commuting to and from his former employer in nearby Cincinnati, a financial services firm he declined to name. When traffic was bad, the drive could take an hour and a half.</p>
<p>He left that job in 2020 to form EntryPoint, which he runs out of an attached garage at his home. Ward said the change has allowed him to work when he feels most energetic and productive — often 7 a.m. to noon instead of the usual 9 to 5. He has an agreement with a separate office whose address he can use for mailing and marketing purposes. </p>
<p>Many of his clients, who tend to be older, still prefer to meet in person. So he&#8217;ll arrange to sit down in a local coffee shop. Ward said he can&#8217;t really see any drawbacks to his new work arrangements.</p>
<p>&#8220;I don&#8217;t know how much better your life can be,&#8221; he said. &#8220;I wish this is something I was inclined to pursue sooner rather than later.&#8221;</p>
<p>As entrenched as hybrid and fully remote schedules may now be in the wealth management industry, nothing comes without a tradeoff. From possible alienation from clients to compliance headaches, employment at a distance has its own pitfalls. </p>
<p>Here are some tips and practices that other industry representatives and experts have adopted in the past three years to make remote work work for them:</p>
</div>
<p>[ad_2]<br />
<br /><a href="https://www.financial-planning.com/list/financial-advisors-and-remote-work">Source link </a></p>
]]></content:encoded>
					
					<wfw:commentRss>https://cbomo.com/financial-advisors-and-remote-work/feed/</wfw:commentRss>
			<slash:comments>0</slash:comments>
		
		
			</item>
		<item>
		<title>Digital marketing strategies for financial advisors</title>
		<link>https://cbomo.com/digital-marketing-strategies-for-financial-advisors/</link>
					<comments>https://cbomo.com/digital-marketing-strategies-for-financial-advisors/#respond</comments>
		
		<dc:creator><![CDATA[cbomo]]></dc:creator>
		<pubDate>Wed, 17 May 2023 00:15:02 +0000</pubDate>
				<category><![CDATA[Marketing Techniques]]></category>
		<category><![CDATA[advisors]]></category>
		<category><![CDATA[Digital]]></category>
		<category><![CDATA[financial]]></category>
		<category><![CDATA[Marketing]]></category>
		<category><![CDATA[Practice and client management]]></category>
		<category><![CDATA[Regulation and compliance]]></category>
		<category><![CDATA[Social Media]]></category>
		<category><![CDATA[strategies]]></category>
		<guid isPermaLink="false">https://cbomo.com/digital-marketing-strategies-for-financial-advisors/</guid>

					<description><![CDATA[[ad_1] Advisors have many options when it comes to marketing their business online. The key is  choosing one that can maximize client recruitment and lead to achievement of a firm&#8217;s strategic goals. Over 40% of advisors landed more clients via social media marketing and nearly one-third plan to increase their website spends in 2022, according to a survey by Broadridge Financial Solutions. Having a defined marketing strategy is associated with more positive business outcomes, the study found,&#8230;]]></description>
										<content:encoded><![CDATA[<p> [ad_1]<br />
</p>
<div>
<p>Advisors have many options when it comes to marketing their business online. The key is  choosing one that can maximize client recruitment and lead to achievement of a firm&#8217;s strategic goals.</p>
<p>Over 40% of advisors landed more clients via social media marketing and nearly one-third plan to increase their website spends in 2022, according to a <a target="_blank" href="https://www.broadridge.com/advisor/docs/wm_bas_financial-advisor-playbook-2023.pdf" class="Link" rel="noopener"><u>survey by Broadridge Financial Solutions</u></a>. Having a defined marketing strategy is associated with more positive business outcomes, the study found, yet only 28% of advisors have one in place. </p>
<p>Read: <a target="_blank" href="https://www.financial-planning.com/news/sec-marketing-rule-has-financial-advisors-wrestling-with-ambiguities" class="Link" rel="noopener">In scramble to comply with SEC marketing rule, advisors wrestle with ambiguities</a></p>
<p>For Lou Calabrese, chief marketing officer at the wealth management firm Robertson Stephens in San Francisco, social media, email marketing and a website are the main digital marketing tactics advisors have to invest in. Calabrese said advisors should be spending around 10% to 15% of their time on marketing strategies. </p>
<p>&#8220;This is your way of getting new businesses in the door other than the traditional waiting like referrals, introductions from clients and centers of influence,&#8221; Calabrese said. </p>
<p>The survey found that 30% of advisors plan to increase marketing spend over the next 12 months, especially on websites and social media. Currently, advisors spend around 3% of their business revenue on marketing, while chief marketing officers report an average marketing spend of 8.7%. </p>
<p>&#8220;It&#8217;s a loop,&#8221; said Rebecca Hourihan, founder of 401(k) Marketing, a marketing firm in San Diego for retirement plan advisors. &#8220;Advisor shares an email, social media post or content marketing, and then people like it, comment and share it and that loops back to that advisory firm in the form of referrals, happy clients, more favorable introductions and easier time to meet in person.&#8221;</p>
<p>Read: <a target="_blank" href="https://www.financial-planning.com/news/sec-warns-newly-registered-advisors-of-marketing-rule-shortcomings" class="Link" rel="noopener">Marketing trap: SEC warns new advisors of their compliance shortcomings</a></p>
<p>Scroll down the cardshow to see tips and tactics from marketing experts on how financial advisors can grow their businesses.</p>
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