What value do financial planning teams add in your life? Is the relationship worth it? Many have these questions. This episode has the answers. Check out the Granite Bridge team sharing their opinions and research on the modern value great advisors deliver to their clients.

Key Topics:

The value of having a fiduciary financial advisor in your life.

How behavioral coaching can add up to 3% in returns over time.

The role of tax strategy and investment placement in wealth growth.

Reducing stress and improving mental health through financial planning.

Avoiding costly mistakes with beneficiary audits and estate planning.

The importance of non-financial guidance during major life events.

Why investment selection alone isn’t enough for long-term success.

Leading studies showing the measurable impact of professional advice.

Preparing for liquidity events before the money arrives.

Key differences between investment advisors and holistic financial planners.

Connect with us: 

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth