SUCCESSion

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:

 

Episodes

Podcast Episode 7: How Our Services and Technology Has Evolved

  Description: 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.   What you will hear on this episode: How Lane Brothers started …

Podcast Episode 6: What Success in SUCCESSion Means to Us

  Description: 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.   What you will hear on this episode: The client experience we DO NOT want. Our plan to maintain a c …

Podcast Episode 5: Getting to know ‘G2’ – Joe A

  Description: 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.   What you will hear on this episode: How Kevin and Joe were first introduced. Joe’s background and u …

Podcast Episode 4: Getting to know the first ‘G2’

  Description: 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.   What you will hear on this episode: Kevin’s initial thoughts on having his daughter, …

Podcast Episode 3: Realization A Succession Plan Is Needed

Description: 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.   What you will hear on this episode: A pivotal year that triggered the need to …

Podcast Episode 2: Getting to Know the Founder Kevin Lane

Description: On this episode, learn more about Kevin Lane and why he formed Lane Brothers in 1990.   What you will hear on this episode: Kevin Lane’s background and upbringing How Kevin started in the financial services industry What led Kevin to start Lane Brothers in 1990 Tease for t …

1 2