Wealth on Purpose

Episode 1: What is Wealth on Purpose?

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In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann lay the groundwork for their Wealth on Purpose mindset. They share information on their personal and professional backgrounds that led them to how this podcast came to life. 


Setting expectations for listeners and subscribers as you buckle up for this and future episodes.


Key Topics:

  • The significance of tangible communication in financial planning
  • The evolution of client relationships and communication over time
  • The crucial role of understanding clients' needs and goals
  • Building a wealth management firm focused on excellent communication
  • Client stories and the importance of aligning values in client relationships
  • The intention behind the "Wealth on Purpose" podcast and its future direction


    • Connect with us: 

    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

      • Granite Bridge Wealth
      ...more
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      Wealth on PurposeBy Brian Diffily and Brian Hartmann