Welcome to the Intention.ly + Friends Book Club!

What's it all about?

We’re bringing together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.

Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work.

We’ll meet virtually on the last Wednesday of every month, from 3:00 - 4:00 PM ET. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.

Thursday, May 30 at 1:00 PM ET

“Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity”

By: Lori Van Dusen

Lori Van Dusen's 2023 Wall Street Journal Bestseller memoir reveals her remarkable journey from a challenging childhood marked by poverty and a genetic disorder to becoming one of the nation's top independent financial advisors. Despite early dreams of Broadway, Lori's career took a decisive turn in 1986 when she entered the competitive world of Shearson Lehman Brothers. Her path was anything but straightforward, facing personal tragedies, legal battles, and severe health issues. Yet, Lori's relentless drive and resilience, fueled by her big, loving Italian family's teachings, propelled her through a rollercoaster of highs and lows. This inspiring book shares her journey's profound lessons, emphasizing the importance of perseverance and grace in overcoming life's obstacles and finding joy.

Meet the Author

Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors. An advocate of client-focused strategies for more than 30 years, she has been dedicated to providing comprehensive integrated solutions in a fragmented financial services industry throughout her career.

Lori Van Dusen, CIMA®

Past Selections/Readings

Samantha Russell for Ryan Russell, author of: “My Annoying, Irritating, Always-in-the-way Shadow.”

March 2024 Selection

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Lawrence Sprung, CFP®, Author of "Financial Planning Made Personal: How to Create Joy and the Mindset for Success"

January 2024 Selection

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Dr. Mary Bell Carlson and Jonathan S. Walker, co-authors of: “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional.”

December 2023 Selection

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Ryan H. Law: Student Loan Planning: A Borrower's Guide to Understanding and Repaying Student Loans.

November 2023 Selection

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Berta Aldrich: Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace

October 2023 Selection

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Paul Saganey, CFP: Optimizing the Financial Lives of Clients

September 2023 Selection

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Hal Hershfield, Ph.D.: Your Future Self - How to Make Tomorrow Better Today

August 2023 Selection

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Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®: Find Your Freedom - Financial Planning for a Life On Purpose

July 2023 Selection

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Brian Portnoy, Ph.D., CFA: The Geometry of Wealth - How to Shape a Life of Money and Meaning

June 2023 Selection

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John O’Connell: Rise of the Activist Investor - Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor

May 2023 Selection

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Wade Pfau, Ph.D., CFA, RICP: Retirement Planning Guidebook - Navigating the Important Decisions for Retirement Success 2nd Edition

April 2023 Selection

Why You’ll Love our Book Club:

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Grow Personally and Professionally

Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.

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Learn from Leading Experts

Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.

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Be the First to Hear Industry-Shaping Insights

Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.

Meet your Host: Tina Powell
Chief of Community

Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. At Intentionly, she works alongside Co-Founders Kelly Waltrich and Meghan Richter, revolutionizing how financial technology and services companies approach marketing. Tina founded C-Suite Social Media, a high-growth digital marketing agency acquired by Intention.ly, and hosts an industry-renowned podcast, In The Suite.

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What to Expect

Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!

Each month during the live sessions, you’ll have the opportunity to:

  • Meet the book’s author
  • Ask questions directly about the topic
  • Connect with peers and industry leaders
  • Enter for the chance to win a free book and a $100 Amazon gift card
  • Learn from subject matter experts about how to apply key insights to your life and work

Want to feature
your book?
Click below to get on our waitlist

Ready to
join the club?
Click below to become a member!