Meet Stephen Crandall—CPA, tax consultant, and longtime friend of the firm. In this episode, Stephen shares insights from his own succession experience and the moment he knew Joe and Kevin needed to connect.

What does succession really look like for clients? In this episode, the team outlines the firm’s “Plan A” for leadership transitions, evolving roles, and how cross-training ensures a seamless client experience—today and in the years to come. Also: Kevin defines “hipster.”

From stock-and-bond beginnings to a fully integrated planning firm, this episode traces how Lane Brothers has evolved since 1990. The team discusses in-house CFP® services, the shift toward ETFs, and how thoughtful innovation—including tech and professional partnerships—continues to enhance the client experience.

Why “SUCCESSion”? In this episode, Kevin, Megan, and Joe share what success looks like as the firm evolves—staying client-first, cross-trained, and transparent. It’s not just about a smooth transition—it’s about serving the next generation with the same commitment Lane Brothers is known for.

Meet Joe Allen—2nd generation advisor and CIO of Lane Brothers. In this episode, Joe shares his journey from tech to finance, how he met Kevin, and what drives his client-first approach. You’ll also get a glimpse of the person behind the planner—and a preview of what’s coming next.

In this episode, Kevin shares what it was like inviting his daughter Megan to join the firm—and Megan reflects on saying yes. They talk candidly about boundaries, working together as family, and what it means to grow Lane Brothers across generations. Up next: the second “G2” joins the conversation.

Every transition starts with a decision. Kevin shares the moment he knew it was time to plan for the future of Lane Brothers—and how he evaluated the options before defining a path forward. This episode also introduces the concept of “G2” and sets the stage for who would step in next.

Go back to the beginning with Kevin Lane. In this episode, Kevin shares his early career, what drew him to financial services, and why he left Wall Street to form Lane Brothers in 1990. Next up: the moment he realized it was time to plan for succession.

Welcome to SUCCESSion—the behind-the-scenes look at how our firm is planning for the future. In this kickoff episode, we share what this podcast is (and isn’t), why we’re doing it, and what listeners can expect as we document our transition—openly, honestly, and with just a touch of humor.