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Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen

Financial Advisor Success

CHAPTER

Introduction

Lori Van Dusen, CEO of LVW Advisors, shares her journey of building investment knowledge and her approach to stress testing portfolios. She also discusses developing a governance calendar for client check-ins and her experiences of rebuilding her business after transitioning to independence.

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