In this special episode, we sit down with Morgan Groff, Granite Bridge’s summer intern, to reflect on her time with the firm. Morgan shares her experiences working alongside the Granite Bridge team, what she learned about the financial planning profession, and how this internship has shaped her vision for the future. Whether you're a student exploring a career in finance or simply curious about the next generation of advisors, Morgan’s thoughtful reflections offer a unique perspective on the industry and the value of hands-on experience.

Key Topics:

Morgan Groff’s summer internship experience at Granite Bridge Wealth.

Applying classroom financial concepts to real-life client situations.

Lessons from observing client meetings and building strong relationships.

The importance of empathy and communication in financial planning.

How technology and automation enhance client service.

Understanding financial planning as protecting families, not just money.

Advice for students pursuing internships and entering the industry.

Connect with us: 

Morgan Groff

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth