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

Lori Van Dusen, CIMA®, Founder and CEO of LVW Advisors, recently joined the What Matters Podcast to share her transformative journey in wealth management. She discusses her motivation for pioneering the fiduciary model, the challenges of establishing an independent advisory firm during the 2008 financial crisis, and her legal battle with Citigroup that led to LVW Advisors’ founding. Lori emphasizes the importance of mentorship, building a complementary team, and succession planning.

Watch her episode now>

The views expressed in this conversation do not necessarily reflect or represent the views of LVW Advisors. Views presented are as of the time of the recording and are subject to change. This material is provided for general information and educational purposes and LVW Advisors cannot assure the accuracy or completeness of the information presented herein. Any clients mentioned in this discussion are not current clients of LVW Advisors. No part of this presentation should be construed as a solicitation to effect securities transactions or the rendering of investment advice. Investment advice provided by LVW Advisors is client specific based on each clients’ risk tolerance and investment objectives.