152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
The Elite Financial Advisor Podcast With Sten Morgan
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Evolving Financial Planning: From Tradition to Innovation
This chapter explores the shift from traditional to advice-led relationships in financial planning within a major insurance company. It emphasizes the benefits of charging for financial planning, fostering client connections, and the cultural changes required for advisors to embrace this evolution.
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