Episode 052: Successful advisory firms recognize that having the right people is an investment in the organization's future. But it's more than simply filling seats. It's about cultivating a team that is passionate about the industry, thrives in a collaborative environment, and is genuinely enthusiastic about contributing to its success. 

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.

In this episode:

Key Takeaways

Quotes

[14:10] - "You have to study each client base that you're serving and say, 'What is it that they need that's not out there?' Then you have to find people you can partner with so it is seamless to solve problems." ~ Lori Van Dusen

[13:04] - "Our whole business is based on understanding the client's unique situation, the problems they're having, and the implications of those problems, and then solving for that." ~ Lori Van Dusen

[15:38] - "The rankings or recognitions we've got simply come back to having great people, a great team, and the mindset that you're not only wanting to solve problems for clients but also giving back to the industry." ~ Lori Van Dusen

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