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 empireThe biggest mistakes people make in wealth managementHow running 15 marathons shaped her mental toughnessWhy she left Wall Street to build true independenceThe mindset shift that separates top investors from everyone elseTimestamps:00:00 — Intro05:20 — Battling Wall Street and lawsuits14:10 — Building LVW Advisors and managing billions27:30 — Lessons from running 15 marathons39:40 — Common mistakes in wealth management55:15 — Mindset shifts of ultra-successful investors1:12:00 — Final reflections on money and resilience📚 ResourcesLori’s Book: Running With Grace (Wall Street Journal Bestseller)Jared’s Book: The Overnight Success Playbook: Breakthrough Strategies For Life & BusinessFollow Jared and stay connected:Instagram: @jaredgoetzWebsite: jaredgoetz.comYouTube: Jared GoetzSpotify: Listen to the showX (formerly Twitter): @goetzjaredTikTok: @jared_goetzAbout The Jared Goetz ShowThis 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.