Wealth on Purpose

Episode 11: Your Wealth Management TEAM, The NEW Financial Planning Model

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In this episode of Wealth on Purpose, several members of the Granite Bridge Team discuss the evolution of financial planning advice. The team model brings multiple professionals together all working collectively to prepare families for their futures.


Key Topics:

  • Importance of a team approach in holistic financial planning
  • Benefits of having diversified expertise within a single advisory team
  • Coordination of schedules and efforts to optimize client interactions and solutions
  • Integration of various professional roles to address complex client needs
  • Impact of team dynamics on client service and satisfaction
  • Comparison of individual vs. team advisory models in financial planning
  • Future directions for team-based practices in the financial industry


    • Connect with us: 

    • Julie Turk
    • Brian Diffily
    • Brian Hartmann, CFP®


      • Visit our website:

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