On this episode, learn about what success in SUCCESSion means to Kevin, Megan & Joe. We purposefully titled the name of the Podcast to draw attention to SUCCESS.
What you will hear on this episode:
- The client experience we DO NOT want.
- Our plan to maintain a client-centric focus throughout the SUCCESSion.
- How personal development and cross-training support a smooth SUCCESSion.
- Our Team Approach to serving our clients.
- Why we continue to be very transparent about our SUCCESSion.
- Our desire to not just retain existing clients but also serve the next generation for our clients.
- The importance of a plan and timeline to ensure success!
On this episode from Lane Brothers is:
- Joe Allen, Wealth Advisor
- Megan Lane, Associate Wealth Advisor and Director of Operations
- Kevin Lane, Founder and Senior Wealth Advisor
Connect with Joe, Megan & Kevin: