The Power of the Purse: Women and the Future of Wealth
How does a woman navigate and succeed in the traditionally male-dominated world of Wall Street? In this episode of The Angel Next Door Podcast, Marcia Dawood welcomes Lori Van Dusen, an inspiring figure in the financial advisory industry. Lori began her career at Lehman Brothers in the late 1980s, where she stood out not only for her quantitative skills but for her early advocacy of client-centered, conflict-free financial advice. With years of experience under her belt, Lori founded her own firm, LVW Advisors, where she continues her mission of empowering clients, and women coming into substantial wealth tend to gravitate toward her. Her book, "Running with Grace," encapsulates her remarkable journey and her commitment to teaching and mentoring others in finance and beyond. Lori and Marcia discuss the upcoming major wealth transfer to women and the importance of education and mentorship in breaking down barriers in the financial world. Through Lori's experiences and insights, listeners are inspired to take control of their financial futures and redefine their relationship with money.
The Angel Next Door · Lori Van Dusen, Marcia Dawood
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Show Notes
How does a woman navigate and succeed in the traditionally male-dominated world of Wall Street? In this episode of The Angel Next Door Podcast, Marcia Dawood welcomes Lori Van Dusen, an inspiring figure in the financial advisory industry. Lori began her career at Lehman Brothers in the late 1980s, where she stood out not only for her quantitative skills but for her early advocacy of client-centered, conflict-free financial advice.
With years of experience under her belt, Lori founded her own firm, LVW Advisors, where she continues her mission of empowering clients, and women coming into substantial wealth tend to gravitate toward her. Her book, "Running with Grace," encapsulates her remarkable journey and her commitment to teaching and mentoring others in finance and beyond.
Lori and Marcia discuss the upcoming major wealth transfer to women and the importance of education and mentorship in breaking down barriers in the financial world. Through Lori's experiences and insights, listeners are inspired to take control of their financial futures and redefine their relationship with money.
To get the latest from Lori Van Dusen, you can follow her below!
https://www.linkedin.com/in/lorivandusen/
Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity - https://a.co/d/4Y9rYGT
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