Explore Our
“Off The Wall” Blog

Unique, straight-forward, unfiltered opinion on topics of concern for individuals with newfound wealth.

“Empowering Your Team” at the 2015 Barron’s Top Advisory Teams Summit

Monument Logo

David B. Armstrong, CFA Presents Actionable Steps on “Empowering Your Team” at the 2015 Barron’s Top Advisory Teams Summit.

Each year, Barron’s holds a Top Advisory Teams Summit for financial advisory industry leaders around the nation.  This year, the Summit will take place in Las Vegas, Nevada, from Wednesday, February 4th to Friday, February 6th.

Monument Wealth Management’s President and Co-Founder, David B. Armstrong, CFA, has been a speaker at various Barron’s conferences, as well as many other financial conferences, over the years.  After the honor of ranking as the top speaker (chosen by session attendees) in last year’s Top Advisory Teams Summit, he has once again been asked back to present on corporate culture.

Armstrong is often sought after to speak on corporate culture since the Monument Team has been recognized as excelling in this area.  Monument was proud to be awarded one of the 2013 and 2014 Washington Business Journal’s “Best Places to Work,” a 2013 Washingtonian “Small Gem,” and was featured in a 2012 Research Magazine article, “A Cool Place to Work.”

At this year’s Top Advisory Teams Summit, Armstrong’s session will be focused on “Empowering Your Team: How to Set Annual Strategic Goals and Objectives.”   Armstrong plans to go through the Annual Strategic Goals and Objectives process that the Monument Team runs each year, and will provide plenty of actionable tips that other advisors and team leaders will be able to implement with their teams.

Armstrong’s session will begin on Thursday morning, February 5th, at 9:25 am, and will take place in Grand Ballroom 2 at the Bellagio.

David B. Armstrong, CFA, and the Monument Wealth Management Team continue to seek out and accept invitations for conferences, studies, and article features, to share all that they have learned from their experiences.  Feel free to reach out to us with opportunities!

WebsiteFacebookTwitterLinkedInYouTube Mobile App

Monument Wealth Management is a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms.  Based in the Washington D.C. area, Monument offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle. 

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Monument Capital Management, LLC [“MCM”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.   

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from MCM. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MCM is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.  

A copy of MCM’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.monumentwealthmanagement.com/disclosures.  

Please Note: MCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MCM’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  

Please Remember: If you are a MCM client, please contact MCM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.  

Stay up to date!

Subscribe to our “Off the Wall” Blog for articles and videos on all things wealth management, by all members of our Team. Unlike Facebook, we will never share your data with anyone.