Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
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Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
Building Confidence in Owner Services with Brian Trzcinski Rework
The Exit Planning Coach
27 minutes
9 months ago
Building Confidence in Owner Services with Brian Trzcinski Rework
From Insurance to Exit Planning: Building Confidence in Owner Services
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors build confidence in serving business owners. He shares insights about their adoption of the Exit Planning Institute's CEPA designation and Value Compass valuation tools, explaining how these resources help advisors have deeper conversations with owners. The discussion covers current challenges including the Connolly decision and Secure Act 2.0 but consistently returns to the core theme of building advisor capability and confidence. Through the conversation, Brian emphasizes that while 95% of financial professionals want to work with business owners, many lack the confidence or experience - a gap that MassMutual's training and tools are designed to bridge.
The Exit Planning Coach
Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
