Lori Van Dusen, CIMA, Founder and CEO of LVW Advisors, was invited to speak at the 2020 Forbes | SHOOK Top Advisor Summit in Las Vegas February 24 – February 26.
Lori spoke on the panel “How to Service a New $10MM Client” with moderator Carter Sims from Thornburg Investment Management. Lori focused on the necessity to understand the psychology of a client, time horizon, and cash needs. She provided examples of investment approaches for two different client sets: A business owner monetizing their business and a next-generation/millennial client.
