LVW Advisors Founder and CEO Lori Van Dusen joined Michael Kitces on the most recent episode of his Financial Advisor Success podcast, which launched August 8th. During the interview, Lori discussed how she navigated the challenges of breaking away from the wirehouse world and how she has leveraged her investment expertise to build LVW Advisors into a nationally recognized advisory firm.
Michael Kitces is a financial advisor and educator, a sought-after guest speaker, and the author of The Kitces Report newsletter and the prominent blog, The Nerd’s Eye View. His Financial Advisor Success podcast is a popular show featuring real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take an advisory business to the next level.
