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

Brian Mawhinney, the VP and Head of Financial Planning & Practice Management at MassMutual, shares insights from his two-decade journey in financial planning. He discusses the shift from traditional methods to a fee-based, advice-led model, enhancing advisor-client relationships. Mawhinney highlights the value of delayed gratification in financial planning, drawing parallels to the marshmallow test. He also addresses the complexities of compliance and the need for financial advisors to simplify processes, demonstrating their worth and fostering deeper connections with clients.