What’s the real legacy of your business—just profits, or a thriving family and future-ready wealth?

In this powerful episode, Gary Heldt welcomes Lori Van Dusen, founder of LVW Advisors and a trailblazer in fiduciary financial planning.

Lori shares her extraordinary path from working in the South Tower of the World Trade Center with Lehman Brothers to leading a $6 billion independent advisory practice. She reveals the challenges and triumphs of creating a business that aligns with her values, mentoring the next generation, and serving multigenerational families.

Lori also discusses personal growth, the importance of proactive financial planning, and the moving story behind her Wall Street Journal bestselling book, Born from Resilience after Personal Loss.

💡 Key Topics Covered:

➡ Lori’s career journey from Wall Street to entrepreneurship. 

➡ Why she founded LVW Advisors to eliminate conflicts of interest. 

➡ Common mistakes business owners make with planning and succession. 

➡ The importance of aligning business strategy with personal values. 

➡ How to handle family dynamics in multigenerational businesses. 

➡ Selecting the right financial advisor for evolving needs. 

➡ Proactive client communication during market uncertainty. 

➡ The story behind Lori’s bestselling book and the power of resilience.

🔥 Featured Quote from Lori:

"Being early often feels like being wrong. But staying true to your values—even when the path is hard—creates lasting impact not just for your business, but for your life."

📚 Mentioned:

✔ Lori Van Dusen’s Wall Street Journal bestselling book (available on Amazon).

✔ LVW Advisors: www.lvwadvisors.com.

Learn more about your ad choices. Visit megaphone.fm/adchoices