Hightower Podcast: Collective Wisdom

You're not just hiring an adviser, you're hiring the firm

Informações:

Sinopsis

In Collective Wsidom this week, Jake Falcon of Falcon Wealth Advisors and David Hartness of IronGate Partners talk about how their firms work with clients, and the various resources that clients can look forward to, because while individuals think they are hiring an adviser, their experience can be a lot different -- and much more -- than simple sit-downs with the face of the firm. Understanding what you will get before signing on is key to being happy with the advisers you ultimately work with