Broker Check

Podcast Episode 8 – What Our Clients Can Expect

Description:

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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