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152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
- 2024/10/25
- 再生時間: 29 分
- ポッドキャスト
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サマリー
あらすじ・解説
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.