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

  • 2024/10/25
  • 再生時間： 29 分
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152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney

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  • 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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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.
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