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152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney

By Andy Traub

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry.

Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutual.

 

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To Your Success,

Sten J. Morgan, CFP®, ChFC®

​http://www.HowToChargeLive.com

https://calendly.com/andytraub/htc-live

 

 

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