Episode 3: What Do Financial Advisors Do? One Title, Many Different Meanings..‪.‬ Wealth on Purpose

In this episode of Wealth on Purpose, hosts Brian Diffily and Brian Hartmann discuss the different roles financial advisors can play in your life.  Not all advisors are serving clients equally or the same way. 

This episode sheds light on what individuals can expect from their advisor and advisory team.  What is Granite Bridge's FIRST DATE??

Key Topics:

The common misconceptions about financial advisors and their roles

The importance of clear communication and understanding client needs

How Granite Bridge Wealth Management approaches client relationships

The adaptability of financial plans to life's changing circumstances

The holistic approach to financial planning, beyond just investment advice

The significance of a team approach in managing client relationships

How Granite Bridge Wealth Management ensures comprehensive coverage of all financial aspects for their clients


Connect with us: 

Brian Diffily

Brian Hartmann, CFP®


Visit our website:
Granite Bridge Wealth