Wealth on Purpose

Episode 4: Client Experience ON PURPOSE. A guide for the process.

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In this episode of Wealth on Purpose, Hosts Brian Diffily and Brian Hartmann are joined by Julie Turk, Client Experience Specialist at Granite Bridge Wealth.

They discuss how photo albums mean just as much to us as financial statements do when we plan for our clients' futures. Our team goes deep on what we believe clients should personally expect from a financial planning experience.


Key Topics:

  • The journey to becoming a dedicated client experience specialist
  • The importance of personal touch in client interactions
  • Leveraging stories to enhance client relationships
  • The impact of face-to-face meetings on long-term client engagement
  • Strategies for making financial planning a comfortable and reassuring experience for clients
  • The role of effective communication in building trust and understanding with clients
  • Ensuring clients feel heard, valued, and confident in their financial planning journey


    • 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