“We make adjustments, we reconnect. So, it's this ongoing process of conversation over time. We tell folks, it's a bit of a roadmap that we're helping you build. We know there's going to be potential roadblocks or changes in plans, that's totally fine. But we need to be able to make the adjustments along the way.” – Lane Clevenger
As team leader of Clevenger Financial in Joplin, Missouri, Lane Clevenger specializes in taking a holistic approach to financial well-being and in coordinating his clients’ unique financial goals. You don’t want to miss this jam-packed episode of Cambridge Stronger as Lane shares how his passion for building trusting relationships with his clients begins with leveraging a five-step approach, and what that process entails. Lane highlights how his family, specifically his father, played a role in his journey into the financial services industry. As someone passionate about work-life balance, Lane shares how his father also influenced his view on career flexibility at such a young age.
In Episode 204: Staying True to Your Core Values, Lane Clevenger joins Cambridge CEO Amy Webber to discuss:
- How his father played a role in his career
- His commitment to building relationships and outsourcing
- What flexibility means to him, and by extension, his family
About Lane Clevenger
Lane Clevenger takes a holistic approach to financial well-being. As a team leader of Clevenger Financial, his role is to serve as the “quarterback” and coordinator for all of his clients’ financial needs. As a CFP® (CERTIFIED FINANCIAL PLANNERTM) professional, Lane puts the golden rule into action daily. Lane holds Series 7 and Series 65 securities registrations. He also holds Life and Health insurance licenses, and serves clients across the nation. Lane married up, and together he and Abby are raising three strong leaders.
https://clevengerfinancial.com/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Clevenger Financial are not affiliated.
About Cambridge Stronger
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
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