Session Description

Gone are the days where one advisor can meet every need of their clients. There are too many changes within our economy and our industry for one advisor to be an expert on everything. To really give clients the service they deserve, advisors have to start working together by bringing different areas of expertise to the table. Join Truino as he explains how to create a team vision and why it is critical to the overall success of a team, the importance of office culture, articulating a mission statement and other factors imperative to the growth and sustainability of your practice. His expert insight touches several key aspects of economic life, including trends characterizing financial, real estate, energy and labor markets.

Biography

Anthony Joseph Truino is a six-year member of MDRT and the founding partner of Barnum Wealth Management. His firm’s holistic approach to financial planning, combined with personalized service and cutting edge financial management tools, has earned Truino a number of honors from MetLife including appointments to the Chairman’s, President’s and Leaders Conferences and membership in the prestigious Inner Circle. Truino has been awarded two prestigious “40 under 40” honors by Connecticut Magazine in 2011 and the Fairfield Business Journal in 2012.

MetLife
225 High Ridge Rd East Bldg 1st Fl
Stamford, CT 06905 USA

Email: atruino@metlife.com
Phone: 203-658-1960