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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