Broker Check

Podcast Episode 8 – What Our Clients Can Expect


On this episode, learn about what our clients can expect going through our Succession over the next several years.

What you will hear on this episode:

  • Introduction of the SUCCESSion Team in client meetings.
  • Minimal Requirements for RIA firms to have contingency plans vs. our “Plan A” client-focused Succession plan.
  • Evolution of existing roles and responsibilities within the firm like:
    • Joe Allen becoming a shareholder and promotion to Chief Information Officer (CIO) of Lane Brothers.
    • Prior to Kevin’s departure from day-to-day operations Joe Allen will become Chief Executive Officer (CEO) of Lane Brothers with Kevin remaining as Chairman.
    • Megan Lane achieving Certified Financial Planner® designation and promotion from Associate Wealth Advisor to Wealth Advisor.
  • “Plan B” as a contingency if something should happen to Kevin prior to Plan A timelines: Joe Allen to become CEO and Megan Lane COO.
  • How cross-training is essential to consistency in operational procedures and client experience for today, through the succession, and as the firm grows and other team members join Lane Brothers.
  • Firm expertise on Operations, Portfolio Management and Financial Planning.
  • Kevin’s definition of a Hipster. 😊

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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