Relatable Nonprofit Financial Advice with Author & CEO Lori Van Dusen | The Official Do Good Better Podcast #315

Today's Five-Star Guest is Lori Van Dusen, Founder & CEO of LVW Advisors. Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing comprehensive integrated solutions in a fragmented financial services industry.Lori began her investment advisory career in 1987 with Shearson Lehman Brothers, which was later acquired by Citigroup Smith Barney. By 2004, she had achieved the title of Managing Director with Citigroup Smith Barney. She founded LVW Advisors in 2011.More About Lori:  https://lvwadvisors.com/team/lori-van-dusen-cima/Buy Lori's Book: Amazon More About LVW Advisors:  https://lvwadvisors.com/ Get on our waiting list for our new nonprofit & fundraising community filled with on-demand courses and live webinars that are exclusive to members! Learn all about what's in store to support you and your leadership team at www.DoGoodYOUniversity.com!Support This Podcast! Make a quick and easy donation here:https://www.patreon.com/dogoodbetterSpecial THANK YOU to our sponsors:Donor Dock - The best CRM system for your small to medium sized nonprofit, hands down! Visit www.DonorDock.com and use the Promo Code DOGOODBETTER for a FREE month!iTunes: https://apple.co/3a3XenfSpotify: https://spoti.fi/2PlqRXsYouTube: https://bit.ly/3kaWYanTunein: http://tun.in/pjIVtStitcher: https://bit.ly/3i8jfDRFollow On Facebook: https://www.facebook.com/DoGoodBetterPodcast/Follow On Twitter: @consulting_do #fundraising #fundraiser #charity #nonprofit #donate#dogood #dogoodBETTER #fargo #fundraisingdadAbout Host Patrick Kirby:Email: [email protected]: https://www.linkedin.com/in/fundraisingdad/Want more great advice? Buy Patrick's book! Now also available as an e-book!Fundraise Awesomer! A Practical Guide to Staying Sane While Doing GoodAvailable through Amazon Here: https://www.amazon.com/dp/1072070359