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InvestmentNews Panelist on Optimizing Financial Advisor Practices

Optimizing Financial Advisor Practices

Optimizing financial advisor practices during the current pandemic

As the evolution of the business world increases pace during this pandemic, Financial Advisors share their experiences on an InvestmentNews webcast, “Navigating 2020: Optimizing Your Practice During the COVID-19 Outbreak.” Monument Wealth Management President and Co-Founder, David B. Armstrong, CFA, is a featured panelist on the webcast, where he shares tips for optimizing financial advisor practices based off what has been working well for Monument clients and employees. Dave is also featured in the accompanying InvestmentNews article, “Financial planning evolves beyond investments in a COVID-19 world.”

The InvestmentNews discussion focuses on practice management techniques for effective operations and client communication. The overall takeaway is that the new normal for Financial Advisors is placing a greater focus on the general well-being of clients and employees, and less on the state of the financial markets. Of course, we at Monument feel this is not a “new” normal for our firm, because this is part of the core beliefs Monument was founded on in 2008. We’ve always felt that there is simply no substitute for sitting down with people who know how to listen and can help you co-create a Private Wealth Design that is yours and yours alone.

Because of Monument’s detailed Business Continuity Plan and technology systems, our team was well-equipped for the transition to working from home before the pandemic began. Yes, with every good plan there’s a learning curve, requiring practice and some trial and error—having a plan that works for us did not happen overnight and of course there’s always room for improvement as technologies advance. But Dave, pleasantly surprised with the transition to remote work, jokes that, “it will be difficult to convince people to come back to the office because it’s going so well.” The Monument Mascots on the other hand are missing all the extra treats and attention they get from the team in the office!

View more about optimizing financial advisor practices on InvestmentNews >

 

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IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance is no guarantee 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 [“Monument”]), 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 Monument. 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. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument 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 Monument’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: Monument 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 Monument’s website 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.

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