In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He opens up about the challenges of starting a business in turbulent times and how embracing authenticity has become a cornerstone of his firm’s success.

Dave also dives into the power of content creation and why he believes that content makers are the new rainmakers in the financial industry. He discusses the importance of repurposing daily interactions into valuable content and the impact of digital presence in building trust and attracting clients. Whether you’re a financial advisor or coach looking to enhance your marketing strategy, this episode is filled with actionable insights that will help you stand out in a crowded market.

Connect with Dave:

• Instagram: @monumentwealth
• LinkedIn: Monument Wealth Management
• YouTube: Monument Wealth Management
• Website: Monument Wealth Management
• Podcast: Off the Wall
• #Unfiltered Newsletter: Sign Up Here

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