The Human Side of Money

133: Creating A Visual Discovery Meeting Experience with David Armstrong

Feb 26, 2025
David Armstrong, President of Monument Wealth Management, shares insights from his experience at one of America's top RIA firms. He discusses the importance of aligning marketing, messaging, and meeting strategies to elevate client acquisition. Armstrong highlights the 'Monument Blueprint Process' for client engagement and how visual aids enhance discovery meetings. He also critiques traditional SEO approaches and emphasizes the shift to dynamic content strategies in a rapidly evolving advisory landscape.
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INSIGHT

Cut Generic Marketing Jargon

  • Generic marketing messages like "world-class service" don't resonate with ideal clients because they're expected by all.
  • Focus on connecting with a specific person by cutting through generic jargon to reflect real value and philosophy.
ADVICE

Use Outside Service Lessons

  • Pay close attention to client experiences outside finance to find service inspiration.
  • Share those insights internally to improve your own client service approach.
ANECDOTE

Small Touches Impress Clients

  • A small touch like providing water bottles and mints in a rental car profoundly enhances the customer experience.
  • This insight inspired Brendan to think about small client experience upgrades in his own practice.
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