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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