June 9, 2021
From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence
The Diamond Podcast for Financial AdvisorsAbout this episode
Lori Van Dusen shares a perspective that spans over 3 decades—a career that started with Shearson Lehman Brothers in 1987, a bold breakaway from Citigroup Smith Barney to independence in 2008, followed by a second leap to build her current firm LVW Advisors.