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5-Step Business Exit Guide

See this infographic to learn about the five steps of exiting your business, all the way from “Wealth Transition Planning” to “Post-Sale Implementation.”  In the article, we take a look at both your company’s needs, and your personal needs, in each stage. Get the guide…

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8 Impressive Examples of Content Marketing in the Financial Services Industry

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., a lot of marketing teams mistakenly consider content strategies out…

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

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 bottom-right corner of the abstraction. History hides in the art.…

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InvestmentNews

How to Develop Advocates for Consistent, Ideal Referrals

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 has to offer them. At least every three months, Mr.…

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Goldman Sachs 10,000 Small Businesses Class

Monument Wealth Management’s David B. Armstrong, CFA, Accepts Honorable Invitation to Goldman Sachs 10,000 Small Businesses Class. WASHINGTON, Oct. 21, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today that Managing Director and Co-Founder,David B. Armstrong, CFA, had the honor of being a scholar in the 2014 Goldman Sachs 10,000 Small Businesses class held in atBabson…

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InvestmentNews

You Don’t Have to Go it Alone

Whether its client complaints, staff rebellions or the competition turning up the heat, there’s nothing better than having a business partner with whom to share the pains… Read this article on InvestmentNews…

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The “Monument Wealth Management News” iPhone and iPad Application

Monument Wealth Management Announces the Release of the “Monument Wealth Management News” iPhone and iPad Application WASHINGTON, May 13, 2014 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced today the release of the “Monument Wealth Management News” iPhone and iPad application (app). Now you can browse Monument Wealth Management’s Featured Articles for Entrepreneurs and “Off the Wall”…

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To Attract Prospects And Retain Clients, Try Blogging

By blogging regularly, advisers can reach an audience wider than their client base. Using their posts to cultivate a following among their peers, community leaders and the media, enterprising advisers can grow into respected thought leaders. Read more…

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exit your business

Are You Emotionally Prepared to Exit Your Business?

Find out which stage of mental readiness you fall into, and if you are prepared to exit your business! As a business owner thinking about selling your company, you face a unique set of challenges. If each of these challenges is met, the transition from your privately-held business into retirement is likely to be very smooth and successful.  Read more…

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Exit Planning: Your Business is an Investment

Approximately three fourths of our clientele are current or post-sale business owners.  Read this article for advice from financial advisors who have experience with exit planning. In this exit planning article, you will learn about: Predicting the value of your business Maximizing the return on your business investment How to make sure you are on the ‘right track’ to living the life you want now and in the future  …

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Know What Kind of Financial Advisor You Hire

While some investors are successful “do-it-yourselfers”, there are plenty who choose to hire a professional. Choosing the right professional is difficult and goes well beyond researching their background, experience, and regulatory history. In fact, the degree of difficulty is compounded by the lack of consistency regarding the titles that financial professionals use. It is not uncommon to see titles like financial advisor, private wealth advisor, wealth management advisor, private wealth…

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10 Rules All Investors Should Know

This is a checklist written by our Managing Partner, David B. Armstrong, CFA, that will review some of the mistakes you could be making as an investor.  It is a valuable guide that determines if your behavior is in line with the behavior of other investors. Just a few topics that this guide covers are: Investing vs. Entertainment Anchoring Overconfidence Read more…

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