Resilience, Mentorship, and the Power of Persistence with Lori Van Dusen

Episode 052: In this episode, Kyle talks with Lori Van Dusen, Founder and CEO of LVW Advisors. An advocate of client-focused strategies, Lori provides comprehensive, integrated solutions to a fragmented financial services industry. She is the author of the Wall Street Journal bestselling book Running with Grace: A Wall Street Insider's Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity. 

Lori talks with Kyle about what it takes to build a successful advisory firm. She discusses the importance of mentorship, succession planning, and investing in the right people. Lori also shares insights from her book, highlighting resilience and overcoming adversity.

Key Takeaways

• Investing in people is investing in the future of the organization. Great people, a great team, and a mindset dedicated to giving back to the industry drive business success.

• Building a successful advisory firm begins with building a strong and culture-focused team.

• Succession planning and strategic business development ensure long-term sustainability and growth.

• Similarly to stress testing a portfolio, stress testing a business allows businesses to operate seamlessly.

Links 

• Lori Van Dusen on LinkedIn

• LVW Advisors

• Running with Grace

• Morgan Stanley

• Merrill Lynch

• Salesforce

• eMoney Advisor

• Envestnet | Tamarac

The episode is available now on your favorite podcast platform:

• Apple Podcasts

• Spotify

• YouTube

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt