133: Creating A Visual Discovery Meeting Experience with David Armstrong
If you want to grow your advisory business by bringing on new clients, you have to get three things right:
Your marketing, messaging and meetings.
Marketing: You have to attract the right prospects and repel the wrong ones.
Messaging: You have to connect with the prospect.
Meetings: You have to create an experience that infuses trust and clarity.
Most advisors execute one or two of these at a high level.
But those excelling at all three are growing the fastest.
David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm’s growth.
You’ll Learn:
- Why SEO might be dying as a marketing strategy
- The “Monument Blueprint Process” to go from prospect to client
- The ‘Peanut Butter and Jelly’ fit strategy for ideal client relationships
- The future of search and the importance of content in AI-driven results
- How they use whiteboards for a collaborative and visual discovery meeting
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Resources:
- Perplexity AI
- Turo Carsharing Company
- Financial Advisor Magazine
- 125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz
- Your Money and Your Brain by Jason Zweig
- Reminiscences of a Stock Operator by Edwin Lefèvre
- Zero To One by Peter Thiel and Blake Masters
Connect with Brendan Frazier:
Connect with David Armstrong:
- Linkendln: David B Armstrong
- Monument Wealth Management
- Instagram: @monumentwealth
- Moments in Leadership
About Our Guest:
David Armstrong is the president and co-founder of Monument Wealth Management, an RIA based in the DC area, recognized as one of America’s top RIAs by Financial Advisor Magazine. Monument Wealth Management is dedicated to providing unfiltered opinions and straightforward advice, which sets them apart from the typical industry offerings. David also hosts the “Moments in Leadership” podcast, where he shares his expertise on leadership and wealth management. The firm’s approach focuses on delivering practical, no-nonsense advice to clients in an often crowded market.
To learn more about Monument Wealth Management and their unique approach to financial advisory, visit their website at www.monumentwealthmanagement.com.
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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