87 min listen
Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen
Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen
ratings:
Length:
100 minutes
Released:
Aug 8, 2023
Format:
Podcast episode
Description
Lori Van Dusen is the CEO of LVW Advisors, an independent RIA based out of New York state that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth households. Lori's unique niche lies in her multi-decade expertise in handling the complexities of investment issues faced by small-to-mid-sized institutions and ultra-high-net-worth families, which she leverages to differentiate her RIA focused on serious investing. Listen in as Lori shares her journey to amassing extensive investment expertise, adopting a unique portfolio management strategy, establishing a governance calendar for client interactions, enduring a lawsuit from Citigroup post-independence, and learning the significance of due diligence when selecting an advisor platform. Lori also reflects on the aftermath of her decision to launch her own RIA, the challenges faced and lessons learned, her journey to rebuild billions in AUM, and her persistent optimism that shaped her into the successful advisory firm owner she is today. For show notes and more visit: https://www.kitces.com/345
Released:
Aug 8, 2023
Format:
Podcast episode
Titles in the series (100)
Ep 002: Love-Affair Marketing and Amplifying Your Successful Business with Ron Carson: Today I’m speaking with Ron Carson, a veritable legend in the financial planning world: the top-ranked advisor at LPL for 25 years running, and the founder of Carson Wealth, the Peak Advisor Alliance, and the Dreamweaver Foundation. by Financial Advisor Success