Monument Wealth Management’s David B. Armstrong, CFA, Provides Thought Leadership on Corporate Culture and SalesForce.com at Annual LPL Financial Focus13 Conference
WASHINGTON, Aug. 26, 2013 /PRNewswire/ — Monument Wealth Management, a financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence, announced that Managing Director and Co-Founder, David B. Armstrong, CFA, recently served as a speaker at LPL Financial’s national conference, Focus13, which serves as a premiere industry training event for financial advisors across the country.
Focus13 was held at the San Diego Convention Center from August 18 to August 21, where independent wealth management firms from all over the nation gathered to discuss and share best practices and resources to grow and improve their businesses.
As a featured speaker at Focus13, Armstrong discussed how he and his business partners shaped Monument Wealth Management’s corporate culture to achieve higher satisfaction and productivity for their clients, employees, and themselves, bringing them to achieve recognition in Research Magazine‘s article, “A Cool Place to Work,” and achieving a spot on the Washington Business Journal list of “2013’s Best Places to Work.”
In a second session at Focus13, Armstrong shared how Monument Wealth Management utilizes SalesForce.com to run and track all aspects of the firm, ultimately creating a smooth transfer of information and workflows throughout the company.
Along with Armstrong’s two breakout sessions, he was spotlighted in LPL Financial’s Managing Director and Chief Marketing Officer,Joan Khoury’s opening speech for the conference where he was quoted, “digital marketing has become the most important initiative we have undertaken over the past three years.”
“It is an honor to be given the opportunity to speak to a collection of accomplished LPL advisors about practice management,” Armstrong reflected.
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 Wealth Management offers clients unbiased advice, true wealth planning, advocacy and access throughout the wealth creation lifecycle. In 2008 Monument’s founders, all equal partners, became affiliated with LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment advice offered through Monument Advisory Group, LLC, a registered investment advisor. Monument Advisory Group, LLC and Monument Wealth Management are separate entities from LPL Financial.