Hightower Podcast: Collective Wisdom

At the end of the year, we revisit the start of the year, when three veteran financial advisers -- Richard Flahive of HighTower Westchester, Laurie Kamhi of LCK Wealth and Jake Falcon of Falcon Wealth Advisors -- discussed the questions they most wanted to hear from clients and prospective clients about their finances and financial goals. Kamhi's question involved expectations that both the adviser and client have for the relationship and the year ahead, Flahive suggested discussing the fiduciary relationship and Falcon hopes clients will ask about what they and their planners can and can't control when it comes to the markets, returns and more.