Wealth on Purpose

By Brian Diffily and Brian Hartmann

The Wealth on Purpose podcast is a direct source for financial planning information relevant to your life. From general investing to the emotions of building wealth as a family, you can expect to get ... more

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FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 31 episodes available.

Wealth on Purpose episodes:

January 24, 2024Episode 1: What is Wealth on Purpose?
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
16min

FAQs about Wealth on Purpose:

How many episodes does Wealth on Purpose have?

The podcast currently has 31 episodes available.