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Succession Podcast

About The Show

Welcome to the SUCCESSion Podcast, a podcast by Lane Brothers Investment Counsel. Follow a founder on his journey to SUCCESSfully transition his over 3-decade old business to the next generation of advisors and clients.


A Quick Message From our Founder

Podcast Episode 10 – What's to Come for Season 2

Podcast Episode 10 – What's to Come for Season 2

On this episode, learn about what’s to come in the next season of the SUCCESSion Podcast.

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Podcast Episode 11 – Beyond Our Succession

Podcast Episode 11 – Beyond Our Succession

On this episode, Kevin, Megan & Joe discuss the similarities between our succession and how we serve our clients and their various transitions throughout their lives. 

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Podcast Episode 12 - Coming Soon!

Podcast Episode 12 - Coming Soon!


Podcast Episode 9 – Lessons from a Friend of The Firm

Podcast Episode 9 – Lessons from a Friend of The Firm

On this episode, meet Stephen Crandall, a Tax Consultant for Lane Brothers and "Friend of the Firm" who runs his own CPA firm. Stephen shares lessons he learned through various successions.

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Podcast Episode 8 – What Our Clients Can Expect

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.

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Podcast Episode 7 - How our Services and Technology have Evolved

Podcast Episode 7 - How our Services and Technology have Evolved

On this episode, learn about how Lane Brothers has evolved since it was formed in 1990 to adapt to changes in the industry and support the addition of new team members in alignment with the SUCCESSion.

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Podcast Episode 6 – What Success in SUCCESSion Means to Us

Podcast Episode 6 – What Success in SUCCESSion Means to Us

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.

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Podcast Episode 5 – Getting to Know 'G2'

Podcast Episode 5 – Getting to Know 'G2'

On this episode, learn about 2nd Generation ‘G2’ Advisor Joe Allen, how he met the Founder, Kevin Lane, and why he decided to join Lane Brothers Investment Counsel.

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Podcast Episode 4 – Getting to Know the First 'G2'

Podcast Episode 4 – Getting to Know the First 'G2'

On this episode, learn about when the Founder and Senior Wealth Advisor, Kevin Lane, considered hiring the first 2nd Generation ‘G2’ Advisor…who also happened to be his daughter.

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Podcast Episode 3 – Realization a Succession Plan is Needed

Podcast Episode 3 – Realization a Succession Plan is Needed

On this episode, learn about when the Founder, Kevin Lane, first identified the need for a Succession Plan for Lane Brothers and what his initial steps were to identify and choose an approach.

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Podcast Episode 2 – Getting to Know the Founder Kevin Lane

Podcast Episode 2 – Getting to Know the Founder Kevin Lane

On this episode, learn more about Kevin Lane and why he formed Lane Brothers in 1990.

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Podcast Episode 1 – Introduction

Podcast Episode 1 – Introduction

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!

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