Ep 179 Part 1:Who We Let in the Room – How We Vet the Professionals Behind Your Portfolio

About This Episode

In this episode, Patti Brennan sits down with Lee Cohen, Advisor Consultant at New York Life, to pull back the curtain on how financial professionals are selected, evaluated, and trusted to help guide your financial future. From one small trade to a full-fledged partnership, Patti and Lee walk through the exact moment their professional relationship began—and the standards that must be met before anyone is brought into the fold. You’ll learn why Key Financial vets every firm behind the scenes, how "wholesalers" are evolving into true advisor consultants, and how these unseen partnerships quietly shape your portfolio’s performance.