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Battling Banks, Managing Billions & Redefining Wealth | Lori Van Dusen
What does it take to go from facing massive lawsuits to managing $5.6 billion in assets?
In this powerful episode of The Jared Goetz Show, Jared sits down with Lori Van Dusen, founder and CEO of LVW Advisors, to explore her remarkable journey through the high-stakes world of finance. From battling one of the biggest banks in the world to becoming Forbes’ #1 financial advisor, Lori’s story is a masterclass in resilience, strategy, and independent thinking.
Lori opens up about the grit that fueled her rise, the mistakes she’s seen in wealth management, and the mindset shifts that separate the ultra-successful from everyone else. This is not just a story about money — it’s about courage, perseverance, and creating true independence.
In this conversation, Lori reveals:
The grit and discipline that built her billion-dollar empire
The biggest mistakes people make in wealth management
How running 15 marathons shaped her mental toughness
Why she left Wall Street to build true independence
The mindset shift that separates top investors from everyone else
Timestamps:
00:00 — Intro
05:20 — Battling Wall Street and lawsuits
14:10 — Building LVW Advisors and managing billions
27:30 — Lessons from running 15 marathons
39:40 — Common mistakes in wealth management
55:15 — Mindset shifts of ultra-successful investors
1:12:00 — Final reflections on money and resilience
📚 Resources
Lori’s Book: Running With Grace (Wall Street Journal Bestseller)
Jared’s Book: The Overnight Success Playbook: Breakthrough Strategies For Life & Business
Follow Jared and stay connected:
Instagram: @jaredgoetz
Website: jaredgoetz.com
YouTube: Jared Goetz
Spotify: Listen to the show
X (formerly Twitter): @goetzjared
TikTok: @jared_goetz
About The Jared Goetz Show
This is where we go deeper. We don’t just talk about achievements—we explore the heart, the mindset, and the sparks that drive extraordinary journeys. If you want the unfiltered truth behind success, you’re in the right place.
View all episodes
By Jared Goetz
5
88 ratings
What does it take to go from facing massive lawsuits to managing $5.6 billion in assets?
In this powerful episode of The Jared Goetz Show, Jared sits down with Lori Van Dusen, founder and CEO of LVW Advisors, to explore her remarkable journey through the high-stakes world of finance. From battling one of the biggest banks in the world to becoming Forbes’ #1 financial advisor, Lori’s story is a masterclass in resilience, strategy, and independent thinking.
Lori opens up about the grit that fueled her rise, the mistakes she’s seen in wealth management, and the mindset shifts that separate the ultra-successful from everyone else. This is not just a story about money — it’s about courage, perseverance, and creating true independence.
In this conversation, Lori reveals:
The grit and discipline that built her billion-dollar empire
The biggest mistakes people make in wealth management
How running 15 marathons shaped her mental toughness
Why she left Wall Street to build true independence
The mindset shift that separates top investors from everyone else
Timestamps:
00:00 — Intro
05:20 — Battling Wall Street and lawsuits
14:10 — Building LVW Advisors and managing billions
27:30 — Lessons from running 15 marathons
39:40 — Common mistakes in wealth management
55:15 — Mindset shifts of ultra-successful investors
1:12:00 — Final reflections on money and resilience
📚 Resources
Lori’s Book: Running With Grace (Wall Street Journal Bestseller)
Jared’s Book: The Overnight Success Playbook: Breakthrough Strategies For Life & Business
Follow Jared and stay connected:
Instagram: @jaredgoetz
Website: jaredgoetz.com
YouTube: Jared Goetz
Spotify: Listen to the show
X (formerly Twitter): @goetzjared
TikTok: @jared_goetz
About The Jared Goetz Show
This is where we go deeper. We don’t just talk about achievements—we explore the heart, the mindset, and the sparks that drive extraordinary journeys. If you want the unfiltered truth behind success, you’re in the right place.