Lori Van Dusen

Lori Van Dusen, CEO of LVW Advisors, shares her journey of building investment expertise and the challenges of transitioning to independence. She discusses stress testing portfolios, differentiating her RIA with institutions and ultra-high-net-worth investors, and the significance of due diligence when selecting an advisor platform. Lori also reflects on rebuilding her business, managing investment portfolios, and defining success in the advisory industry.