On Wall Street

Building Awareness and Credibility by Becoming a Thought Leader

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In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, touches on a few ways Monument builds awareness and credibility… In her article, Kuehner-Hebert writes: “The advisers at Monument Wealth Management in Alexandria, Virginia have had thought leader pieces published in Financial Planning magazine, The New York Times and The Washington Post, says Dean Catino, a …

On Wall Street

How Bringing in Advisers from Competitors Boosts a Practice

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In this On Wall Street article by Katie Kuehner-Hebert, our President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, explains why Monument doesn’t always “bite” when approached to buy another practice… In her article, Kuehner-Hebert writes: “Monument Wealth Management in Alexandria, Virginia, has been approached several times during the past nine years about buying another practice. But it hasn’t bitten because the firm’s model …

Financial-Planning

Pro Bono Work Attracts Appreciative Clients

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FinancialPlanning‘s Katie Kuehner-Hebert featured Monument’s President and Co-Founder, Dean J. Catino, CFPⓇ, CPWAⓇ, in her article, “Pro Bono Work Attracts Appreciative Clients.” In her article, Kuehner-Hebert writes: “Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients…. Dean Catino, a CFP and the co-founder and president of Monument …

content marketing

8 Impressive Examples of Content Marketing in the Financial Services Industry

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By Lauren Kaye, Marketing Editor at Brafton Inc. Read the Full Article on Brafton.com > Marketers in the financial services industry are usually afraid of content marketing and social media, even though they understand how important these approaches are for success today. Concerns about compliance hold them back. Burdened by the need to provide disclaimers about financial advice, market predictions, etc., …

washington business journal best places to work

Cool Offices: Marine Turned Money Manager Keeps His History Alive (Video)

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By Sara Gilgore, Digital Producer at Washington Business Journal See the video and article on the Washington Business Journal website > Walk into David Armstrong’s personal office and an explosion of color pulls your eyes to the opposing wall. Vibrant hues splattered over an orange backdrop mimic the drip-painting style Jackson Pollock made famous. Nearly illegible, the letters “CM” hide in the …

InvestmentNews

How to Develop Advocates for Consistent, Ideal Referrals

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Our first in an ongoing ‘Adviser’s Consultant’ series, featuring successful practice management strategies of advisers. By Liz Skinner Read article on InvestmentNews > Monument Wealth Management depends on its “advocates” for 90% of its new business, so president and co-founder Dean Catino spends much of his days keeping investment banking and other professionals up to speed on what his firm …

InvestmentNews

Moore Tops List of Executives Who Have Left LPL in Last Year

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President was well-regarded, but his departure not considered a devastating blow. By Mason Braswell Read Article on InvestmentNews > The continuing ‘brain drain’ from LPL Financial continued on Tuesday with the surprising departure of the firm’s well-respected president, Robert Moore. News of Mr. Moore’s departure was a sad note for the many LPL advisers who knew him personally. It also …