Hightower Podcast: Collective Wisdom

Peter Lang of HighTower Westchester and Cory Bittner of Falcon Wealth Advisors discuss the many ways they get into the lives, dreams, hopes and plans of clients in order to make sure that financial planning encompasses more than just the portfolio. In this week's Collective Wisdom discussion, both talked about the tools they use to help clients prepare for and deal with 'life events' as part of their advisory process.