Lori Van Dusen, a renowned financial advisor and CEO of LvW Advisors, shares her journey from aspiring opera singer to top financial advisor. Lori emphasizes the importance of pattern recognition and resilience from her musical background. She discusses the challenges of navigating a male-dominated industry, advocating for early mentorship, and the value of client-centric advice. Lori’s book, Running with Grace, stemmed from personal loss and aims to inspire through storytelling. She highlights the need for succession planning in finance and the power of learning from failures. Listen to her story and choose which action will best guide you to your success.
ACTION PRINCIPLES
1. Exposure to early mentoring. Many people don’t get coached or influenced about different careers as children. Yet, it can make a substantial impact on those who do. ACTION: Offer an opportunity for mentorship to a young person in your life.
2. Start a movement for change. If you see something that should change, use research and facts to create a group of supportive people to help you take action. ACTION: Create a factual presentation and share it with others you think will support your movement for change.
3. Discover your reason why. Life isn’t about passing the time. Knowing the reason behind your passions can be a powerful tool. ACTION: Contemplate why you are doing what you do and write it down.
4. Embrace failure. It’s only a failure if you learn nothing from it. It’s always an opportunity to grow, to learn more, and to do better. ACTION: Look back at your last failure and observe what you could do differently for a better outcome.
GUEST RESOURCES
Learn more from Lori Van Dusen by following her on LinkedIn or purchasing her book, Running with Grace.
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