Ep. 180 Part 2 - Why It Matters Who We Let In: The partners who help elevate your portfolio, ft. Lee Cohen, NY Life

In Part 2 of this special series, Patti 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.