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Lori Van Dusen Discusses Setting Your Firm Apart with InvestmentNews

CEO and Founder Lori Van Dusen, CIMA®, recently discussed with InvestmentNews the strategic approach to distinguishing your firm in a competitive landscape. Emphasizing the importance of understanding strengths and nurturing a strong people-centric culture, Lori highlighted the irreplaceable value of talented professionals and the role of technology in enhancing client service while maintaining a personalized touch.

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In the News

Lori Van Dusen Shares Her Inspiring Story on the What Matters Podcast

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Team Highlights

The annual Empowering Women Luncheon is one of Rochester’s best-attended, most talked-about events

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In the News

Jonathan Thomas Discusses Diversification Strategies with Moneywise

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