Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen
Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm With Lori Van Dusen
Lori Van Dusen is the CEO of LVW Advisors, an independent RIA based out of New York state that oversees more than $2 bil... Read more
8 Aug 2023
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Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett
Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once With Brad Barrett
Brad Barrett is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Villag... Read more
1 Aug 2023
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1hr 39mins
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Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors With Rita Robbins
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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath
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