EPISODE · Jun 9, 2021 · 52 MIN
From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
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.
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From Bigger to Better: How a Former Smith Barney Superstar Found Her Competitive Advantage in Independence
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