Monument Wealth Presents at Barron’s Advisor Team Summit
Monument Wealth Presents to the Financial Advisor Community at Barron’s Advisor Teams Summit
Monument Wealth was honored to present at the Barron’s Advisor Teams Summit in Las Vegas on May 7, 2024. The session titled “Dollars and Data: How to Speak Your Client’s Language in the Digital Age,” was delivered by Monument’s Co-Founder David B. Armstrong, CFA along with our Chief Marketing Officer, Emilie Totten. The presentation covered how Monument utilizes its video podcast to elevate our brand and improve our client experience. The purpose was to share our learnings with the Barron’s Advisor community in hopes of inspiring change as the world continues to evolve and become more digitally connected.
Leading the Charge in Brand Strategy & Client Communications
At Monument, we are deeply committed to giving back to our communities, including the wealth advisor community at large. Dave has been a frequent speaker at the Barron’s Advisor Teams Summit since 2008, sharing his expertise in business and leadership with the industry’s top professionals. This year, we highlighted how our firm is leading the charge in brand strategy and client communications through digital marketing tactics like video podcasting, email, and social media. Our presentation continued a long tradition of actively engaging with industry peers to share knowledge and drive excellence in client experience.
Key Highlights of the Presentation
- Rethinking the Value Proposition: Everyone claims to have great client service, but it’s NOT a value proposition. Every high-net-worth investor, executive, or business owner expects great service from their wealth advisor. It’s table stakes—not a differentiator. Dave spoke about how to build a strategic brand value proposition that truly matters to clients to help firms differentiate themselves in the “sea of sameness.”
- Designing a Video-Based Content Strategy: While face-to-face meetings are still very much valued, we recognize the importance of virtual engagement in today’s world. Emilie spoke about transforming our marketing strategy through video podcasting. By producing our wealth management and business podcast in video, we repurpose the content for shorter form videos, resource articles, and social media posts to reach a larger audience. By collaborating with other professionals and inviting key guests onto the podcast, Monument is elevating the conversation and helping high-net-worth investors and business professionals build wealth with purpose.
Aligning with Our Guiding Principles
The presentation underscores Monument’s guiding principles which focus on always “finding a better way” through collaboration, experimentation, innovative technologies, desire to stay curious, and enjoying what we do.
We consider clear communication to be the bedrock of developing and maintaining strong, meaningful relationships and will continue to push the envelope and innovate as our clients and the world evolve.
We want to thank Barron’s Advisor for allowing us to share our knowledge with the community and look forward to next year!
Connect with Dave on LinkedIn!
Connect with Emilie on LinkedIn!
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.
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Monument account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Monument accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Please Remember: If you are a Monument client, please contact Monument, 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.