Ep 180 Part 2 – Why It Matters Who We Let In: The Partners Who Help Elevate Your Portfolio, ft. Lee Cohen, NY Life

About This Episode

In Part 2 of this special series, Patti Brennan continues her conversation with Lee Cohen of New York Life Investments, diving deeper into what makes a financial partnership truly valuable. From economic insights to real-time market context, Lee shares how trusted professionals support advisors behind the scenes—so clients can feel confident up front. Patti also shares a candid story about how deep listening (and a clean house!) became the most meaningful part of a client meeting, underscoring how human needs and financial advice are often more connected than we think.