Episode 2: The Why... episode artwork

EPISODE · Jan 24, 2024 · 28 MIN

Episode 2: The Why...

from Wealth on Purpose · host Brian Diffily and Brian Hartmann

Before you decide to commit to being a regular listener to this Podcast, you deserve to know WHY Brian Hartmann and Brian Diffily are in the business of financial planning. The WHY is always important, but often overlooked. This episode covers WHY the Brians dedicated their lives to helping families across the country plan for their financial futures. Key Topics: The journey of Brian Diffily and Brian Hartman into the financial advisory field How major historical events influence financial advising strategies Personal anecdotes highlighting their deep connections with clients The shift in financial advising from numbers-focused to relationship-centric Real-life stories demonstrating the impact of financial planning on clients' lives The unique approach of Grant Bridge Wealth Management to financial advisory services Connect with us:  Brian Diffily Brian Hartmann, CFP® Visit our website: Granite Bridge Wealth

Episode metadata supplied by the publisher feed · Published Jan 24, 2024

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Episode 2: The Why...

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