2014

Monument Wealth Management's David B. Armstrong, CFA Provides Social Media Thought Leadership At Annual LPL Financial FOCUS Conference Managing Director David B. Armstrong, CFA Leads Several Key Panels on Best Practices for Financial Advisors in Leveraging Digital Marketing and Social Media

WASHINGTON, Oct. 30, 2012 /PRNewswire/ -- Monument Wealth Management, an independent financial advisory and wealth management firm, announced that David B. Armstrong, CFA, a Managing Director, recently served as a speaker at FOCUS, the annual all-advisors national conference of LPL Financial, which serves as a premier industry training event for financial advisors across the country. 

This year's FOCUS conference was a four-day event held at the San Diego (CA) Convention Center on August 19-22, bringing together leaders from independent wealth management firms throughout the nation to discuss critical issues in the financial services industry, and share best practices and resources on how to most effectively grow and manage their practices.    

At the conference, Mr. Armstrong co-led a panel titled Best Practices from Top Advisors to Maximize Your Social Media Efforts, and led two separate presentations titled How to Manage & Leverage Your Digital Market Efforts as well as SalesForce in Use – How a Top Advisor Uses SalesForce to Manage His Practice and Staff to over 100 advisors.   During these sessions, Mr. Armstrong shared his strategic vision about the use of various digital marketing and social media platforms such as Twitter, Facebook, WordPress, HubSpot and Linkedin, as well as SalesForce CRM all of which are increasingly becoming critical in establishing and solidifying relationships with clients and referral bases, in addition to being important sources of information affecting the industry.

Summarizing his comments at the conference, David B. Armstrong said, "I was delighted to lend my insights and expertise to my fellow wealth managers at FOCUS on the use of digital marketing best practices, and how to integrate social media within a broader traditional marketing strategy to optimize the growth of advisors' practices.  Moving forward, leveraging digital marketing and social media into a financial advisor's practice as a crucial strategic growth tool is something all of us in the independent advisory space will have to embrace."

Mr. Armstrong concluded, "Ultimately, the advisory business is a relationship-driven business, and my use of digital marketing and social media has allowed me to gather information, make connections and give Monument Wealth Management greater visibility.  I believe that the digital marketing strategies we have developed and executed on can have similarly beneficial effects for independent financial advisors throughout the country.  Of course, while it is important to note that digital marketing is not a panacea for wealth managers and that most successful social media strategies must be incorporated into a broader integrated marketing plan, there is little doubt that firms not utilizing digital marketing and every social media communications vehicle at their disposal to grow their practices will eventually get leapfrogged by the competition."

About Monument Wealth Management:

Monument Wealth Management is a Registered Investment Advisory firm that helps accomplished entrepreneurs transition toward 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 four founders, all equal partners, broke away from one the nation's largest brokerages to serve their clients in a conflict-free and unbiased environment. See www.monumentwealthmanagement.com for more information.

Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advice offered through Monument Wealth Management, a registered investment advisor and separate entity from LPL Financial.

SOURCE Monument Wealth Management



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