David Armstrong, one of four managing directors at Monument Wealth Management in Alexandra, Va., describes himself as an advisor technologist, a pioneer among his peers (and partners) in tapping into the potential to network through social media.

When the four partners founded Monument in 2008 on LPL’s platform, Armstrong decided it was important to differentiate the firm via its use of technology. Social media furor was at the time reaching fever pitch and Armstrong realized then and there social media was the future of hyper-efficient client outreach.

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