Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors, was featured on the breakout session, “Top Teams Share their Plans for the Future” as part of the Forbes/Shook Wealth Management Summit.
On the session, Lori shared how the LVW Advisors team works together on business development, how to build a business for the next gen, and how LVW has adapted as a company during these unprecedented times.
