Discover how one of Wall Street’s top advisors built her success by challenging the status quo—and learn what it takes to thrive in a male-dominated industry.
In this episode of Sterling Insights, Roger sits down with Lori Van Dusen, founder and CEO of LVW Advisors and author of the Wall Street Journal bestseller Running with Grace. Together, they explore Lori’s fascinating journey from Harvard to Wall Street, the evolution of independent advisory work, and the powerful role of values and resilience in personal and professional growth. Lori draws from her extensive experience to discuss how she’s helping women and next-generation wealth holders take charge of their financial futures, offering actionable advice for advisors and clients alike. This episode is a must-listen for anyone navigating the world of wealth management, succession, or the emotional challenges of significant life transitions.
Key Takeaways: ● 💼 The Power of Client-Centric Advice: Lori’s pioneering approach to advisory work—prioritizing understanding over selling—set her apart and shaped her values-based practice. ● 🌟 Breaking Barriers in a Male-Dominated Field: Despite starting her career as one of only a few women in the room, Lori carved out a path that inspired others to follow. ● 🔍 How to Build Resiliency: Lori shares practical ways to navigate personal and professional setbacks, including insights from her book Running with Grace. ● 🌱 The Future of Wealth Management: Lori highlights how demographic shifts and generational change are transforming the advisory landscape—and how firms can adapt. ● 🤝 The Importance of Collaboration: Lori explains how working with other professionals like RIAs and leveraging team strengths creates better outcomes for clients.
Quotes from Lori Van Dusen: ● “I never really sold stocks, bonds—I never sold anything. I just started gathering information and then gathering assets, and then figuring out what was broken and how to fix it.” ● “I’m a business development person. So it’s really for me where I’ve ended up as a result of some really sudden, tragic losses… The business ran really without me.” ● “My book became a form of philanthropy to me… It’s a way to pay forward what I’ve learned in business and life.”
🔗 Conclusion: Lori Van Dusen’s story is a powerful testament to resilience, values-driven leadership, and the importance of meeting clients where they are. Don’t miss this episode!
Connect with Lori Van Dusen:
Website: https://lvwadvisors.com/
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