Episode 6 – What Success in SUCCESSion Means to Us

SUCCESSion Podcast

Synopsis

Why “SUCCESSion”? In this episode, Kevin, Megan, and Joe share what success looks like as the firm evolves—staying client-first, cross-trained, and transparent. It’s not just about a smooth transition—it’s about serving the next generation with the same commitment Lane Brothers is known for.

A logo for lane brothers investment counsel shows a man and two women