Hightower Podcast: Collective Wisdom

In this week's Collective Wisdom podcast, David Hartness of IronGate Partners in Wilmington, N.C., and Josh Falcon of Falcon Wealth Advisors in Mission Woods, Kansas, discussed how overseeing client portfolios means working with the customer's other counselors, from lawyers to accountants to insurance agents and more, and that coordinating those efforts involves communication, cooperation and, occasionally, the ability to stand up and be strong in your belief on what is the best course of action for the individual investor.