Barrons

Armstrong Speaks on Digital Strategy Panel at Barron’s Top Advisory Teams Summit

Monument Wealth Management’s David B. Armstrong, CFA was a featured presenter on the “Enhance Your Digital & Social Media Strategy” panel at Barron’s 2017 Top Advisory Teams Summit, which took place in Las Vegas, NV from February 8th to the 10th. Barron’s Top Advisory Teams Summit is an invite-only conference of financial advisory teams that focuses on the areas of Team Management, Business Development, Financial Planning and Relationship Management. Armstrong…

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content marketing

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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Bloomberg

David B. Armstrong Provides Thought Leadership at Bloomberg Conference

Monument Wealth Management’s David B. Armstrong, CFA, Provides Thought Leadership at Bloomberg’s Digital Marketing and Media Leadership Council for Financial Services Washington, D.C. – June 12, 2014 – 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, served as a speaker at the 2014 Bloomberg Digital Marketing and Media Leadership…

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PRNewswire

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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Financial Blog - Investors Business Daily

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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masters-in-accounting

Top 25 Financial Advisor Blogs

We ranked the top 25 blogs by financial advisors based on their website popularity metrics like inbound links, authority, Google Page Rank, and Twitter followers.

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Barrons

David B. Armstrong Serves As Social Media Panelist At Barron’s Conference

Monument Wealth Management’s David B. Armstrong Serves As Social Media Panelist At Barron’s Winner’s Circle Top Independent Advisors Summit WASHINGTON, May 16, 2012 /PRNewswire/ — Monument Wealth Management, an independent investment management and private wealth planning firm, announced that David B. Armstrong, one of its Managing Directors, recently served as a panelist at the Barron’s Winner’s Circle Top Independent Advisors Summit.  The conference is aimed at facilitating a free-flowing exchange of…

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Stinging-Loss

A Stinging Loss – And a Reminder Why We Still Don’t Like Financials

Large investment banks and brokerage firms are in the news again, with word that one of the largest suffered a $2 billion loss while trading for its own investment portfolio. Awesome! (Inject sarcasm here.) Amid the calls (AGAIN) for new regulations and declarations that banks are too big to fail, there is something that needs to be heard loud and clear.  The hidden truth is that once again, a large…

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Monument Wealth Management in Research Magazine

Marketing Advisors Like iPhones

Financial advisors are famously clueless about marketing — and that’s too bad. Because it is your brand — your firm’s unique signature — that keeps clients coming back.

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7 Financial Advisory Blogs that Rock

Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not…hassles with compliance were always a handy excuse.

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SIFMA-MMI

David B. Armstrong Serves as Social Media Panelist

Monument Wealth Management’s David B. Armstrong Serves as Social Media Panelist at SIFMA and Money Management Institute Events WASHINGTON, March 12, 2012 /PRNewswire/ — Monument Wealth Management, an independent investment management and private wealth planning firm, announced that David B. Armstrong, one of its Managing Directors, recently served as a panelist at the Securities Industry and Financial Markets Association (SIFMA) Social Media Seminar and the Money Management Institute (MMI) Sales…

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