LVW Advisors Founder and CEO, Lori Van Dusen, recently spoke to the Rochester Business Journal on the topic of The Great Wealth Transfer. She highlights the role of technology-based tools for a smooth transition to support the younger generations. She also emphasizes the importance of a “next-generation team” comprising financial advisors closer in age to clients’ children and grandchildren to facilitate more relatable and personalized experiences.
Lori Van Dusen Speaks to Rochester Business Journal on the Importance of Tech Tools for Wealth Transfer to Next Gen
November 7, 2023
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