Broker Check

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 NOT like the popular show you may have heard of
  • Why we are doing the podcast: transparency for our clients and in case it’s helpful to other founders, practice owners and advisors
  • How long episodes are expected to be and being sensitive of everyone’s time
  • Tease for the next episode: Who is Kevin Lane?

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

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Connect with Joe, Megan & Kevin

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