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Lori Van Dusen Explores Financial Transparency and Client Success with Financial Advisor Magazine

December 5, 2023

Lori Van Dusen, Founder and CEO of LVW Advisors, discusses the intricacies of the relationship between financial advisors’ success and their clients’ outcomes in a recent conversation with Financial Advisor Magazine. Emphasizing the nuanced nature of this connection beyond financial transparency, she underscores that an advisor’s net worth may not directly align with a client’s financial success. Lori explains that the key lies in the transferability of an advisor’s investment philosophy and discipline to clients, paving the way for mutual success.

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