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Podcast Episode 4: Getting to know the first ‘G2’

  Description: On this episode, learn about when the Founder and Senior Wealth Advisor, Kevin Lane, considered hiring the first 2nd Generation ‘G2’ Advisor…who also happened to be his daughter.   What you will hear on this episode: Kevin’s initial thoughts on having his daughter, …

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Podcast Episode 3: Realization A Succession Plan Is Needed

Description: On this episode, learn about when the Founder, Kevin Lane, first identified the need for a Succession Plan for Lane Brothers and what his initial steps were to identify and choose an approach.   What you will hear on this episode: A pivotal year that triggered the need to …

Podcast Episode 2: Getting to Know the Founder Kevin Lane

Description: On this episode, learn more about Kevin Lane and why he formed Lane Brothers in 1990.   What you will hear on this episode: Kevin Lane’s background and upbringing How Kevin started in the financial services industry What led Kevin to start Lane Brothers in 1990 Tease for t …

Podcast Episode 1: Introduction to the Podcast

  Description: This is the first episode to kick-off what the SUCCESSion podcast is and what viewers and listeners can expect. It’s our version of a reality show…but you’re not following us home!   What you will hear on this episode: What this SUCCESSion podcast IS, vs. how it is …

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