The financial planning industry is evolving fast. The advisors who win in this next decade won’t be the ones selling products. They’ll be the ones who own their practice, lead with advice, and build real enterprise value.

At MassMutual Great Lakes, we’ve built a model designed for exactly that. Whether you’re a current advisor not fully leveraging financial planning or a high-performing professional ready to build something of your own - this is an opportunity to step into a more scalable, impactful career.

Financial Planning Mastery Program (FPMP)

Our 18-month Financial Planning Mastery Program (FPMP) is designed to help you launch and scale with intention.

This is not a traditional training program. It’s a bridge from where you are today to owning a planning-driven business.

What the program includes:

• A compensation structure that provides early-stage stability while you build, allowing you to focus on long-term growth and impact.
• Sponsorship and support for licensing if needed (Series 7, Series 66, SIE, Life, Accident & Health)
• Structured training with weekly accountability and coaching.
• A planning-first approach focused on delivering comprehensive financial advice.
• The ability to charge for planning and build recurring, sustainable revenue.
• Hands-on development to become a true fiduciary for your clients.

This program is ideal for:

• Advisors looking to move beyond product sales into a true financial advisory practice
• Professionals who want to build and own a business, not just have a job

What You’ll Build

• A client-centric financial planning practice
• Recurring revenue through fee-based advice
• Long-term enterprise value you own
• A business aligned with your lifestyle, goals, and long-term vision

What You'll Need:

• Entrepreneurial mindset with a desire to build something of your own.
• Competitive, growth-oriented, and driven to outperform expectations.
• Strong relationship-building and communication skills.
• Passion for helping, educating, and serving others.
• Willingness to invest in yourself today for long-term independence and success.

We'd Love to See:

• Existing book of business with the desire and ability to evolve into a comprehensive, planning-driven advisory model.
• Active securities and/or insurance licenses (Series 7, 63, 65, or 66; SIE; Life, Accident & Health); CFP or progress toward designation is a plus.
• Experience delivering or transitioning toward fee-based financial planning and managed AUM relationships.
• Familiarity with financial planning software such as eMoney or similar tools.

What You'll Receive

• Personalized training, mentorship, and ongoing development
• Access to in-house specialists and advanced planning support in:
• Fee-Based Wealth Management
• Estate & Legacy Planning
• Business & Succession Planning
• High-Net-Worth and Advanced Markets strategies
• Collaboration with Financial Planning, Investment, and Growth & Development teams.
• Clear pathways to leadership, management, and practice ownership.
• Flexibility and work-life integration uncommon in traditional financial roles.
• A supported independence model that allows you to build your business your way.