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AARP’s recently released “2020 Tech and the 50+ Survey” revealed that investors age 50 and older are keeping pace with younger generations in terms of tech usage and social media habits – but what does this mean for financial advisors? For firms like Monument who have a thoughtful online presence, that’s great news!   

In the article, Dave states that in 2020, “clients found us by coming across our social media posts, blogs and videos, especially those talking about the March market crash. Almost 100% of our client growth came in during that seven- to eight-week period of turbulence during the second quarter.”

Read more about how Monument Co-Founder David Armstrong leverages virtual marketing and communication techniques in Financial Advisor Magazine