The Barbell Economy®: Educating Your Clients on the Massive Growth Benefits of the Decades Ahead – Truvestments – 5.7.21

Overview:
Title: The Barbell Economy®: Educating Your Clients on the Massive Growth Benefits of the Decades Ahead
Date: Friday, May 7, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. Five years ago, we did our first public Advisor webcast. Every single element we shared in that webcast has unfolded. The good news? This trend has just begun. Learn what is driving the rapid economic changes all around us. Our Advisor Partners grew by more than 40% last year on average and are already ahead by 25% in Q1 of 2021. The Barbell Economy® and Demogronomics® helps you decode the hugely beneficial pathway ahead for the U.S. economy. The reasons will surprise you. Learn why we are the only developed nation on earth with these underlying benefits. We live in a world of all-time market highs, a global pandemic, and public divisiveness. It’s no wonder clients and prospects are nervous. This information grabs their attention, helps them shake their “uncertainty,” and gives them a straightforward, data-based understanding of why now is a great time to build their wealth. During this in-depth conversation, we will:

  • Cover benefits which keep the U.S. in the lead of global economic forces
  • Review why QE was completely misunderstood – and the monster of inflation never arrived
  • Address how we empower Advisor Partners for dynamic growth and expansion with the best tools in the industry
  • Highlight why HNW Clients’ CPA Partners are drawn to this logical data – and help you grow
  • Review the market-leading benefits delivered by The Barbell Economy® Portfolios

Speakers:
Mike Williams Mike Williams Managing Director Truvestments

Mike is a Managing Director of Truvestments and the CIO. He started his career in financial services for clients back in 1982 – when the DOW was 950. His nearly 40 years of experience helps Advisor Partners and their clients build productive insights while addressing all major aspects of the HNW Family wealth management plan. This experience also helps our Advisor Partners build critical CPA Partner relationships in their markets, driving significant growth for them. With an effective blend of logic, data and patience, the team’s goal is to see Partners and Clients build a pathway of confidence in their wealth-building plans and family and/or practice goals. Over the last few decades Mike has been a frequent contributor to national news broadcasts, including Fox Business News, CNBC and Bloomberg. Previously, as a partner at Tocqueville Asset Management, he had the opportunity to serve ultra-high-net-worth clients and families globally, alongside a team of well-respected wealth managers and partners. The buildout out of Demogronomics® and the associated research base, combined with many years of experience through every disaster and economic cycle of the last 4 decades, allows him to share effective insights with clients and Partners, across vital channels of their investing landscape.
Kaleb McCarty Kaleb McCarty Managing Director Truvestments

Kaleb is a Managing Director of Truvestments and has been a professional in the insurance and financial services industry for over 20 years. He graduated from the University of Florida with a degree in Finance. During his successful career, he has built a strong network of relationships throughout the industry. Kaleb has a passion for productively leading Partners and clients to their growth and expansion goals. He has been featured in Forbes, Huffington Post, U.S. News & World Report, NBC, ABC and locally on SNN.
Sam Sorenson Sam Sorenson Executive Producer Truvestments

Sam is a 4-time Emmy-Award winning producer and editor. His 25-year-career has taken him across the country and around the world. During the Iraq War, Sam embedded with a National Guard unit and produced a multi-award-winning documentary telling the soldiers’ stories. In his career he has managed newsrooms, directed commercials, produced and directed films, and produced and directed multiple documentary productions. He has received more than 20 Emmy-Award nominations and won four times. He has also won four Regional Edward R. Murrow Awards, and the prestigious National Edward R. Murrow Award. Sam directs all shoots for the Truvestments team, overseeing all aspects of video production for our marketing and education tools. He brings his unique skills and insightful experience to each production set, helping to simply complex issues in a highly educational format while changing the lives of our CPA and Advisor Partners — and their clients –across the country.