We are excited to announce that Lane Arthur has stepped up as our Director of Advisor Experience here at Capital Financial Group! Lane has been with the firm since June 2017, where she started as the Executive Assistant to our President, Jerry Corless. From there, she transitioned to a Shared Services Coordinator up until recently and has taken on the role of Director of Advisor Experience. We sat down with Lane and asked her a few questions to get to know her better.
1. What do you do in your current role? What do you like about it? My new role as Director of Advisor Experience is a new role and is evolving. As of now, I assist Chas Emerson, Abby Spaulding, Jerry Corless and Tim Sinks in their role as Advisor Relationship Manager’s. I work closely with new experienced recruits and act as the Project Manager in the Experienced Advisor onboarding process. I will help integrate Advisor360 and work alongside technology.
I love my new role and the involvement I have in making sure advisors have an all around exceptional experience. Helping people and doing for others has always been a passion of mine and I have the opportunity to do that every day.
2. Where did you attend school? University of TN at Martin
3. Where are you originally from? Denver, CO
4. Would you like to tell us anything about your family? It is me, my son Wilson and our kitty Simba. Wilson will be 3 in October and has the sweetest soul. He is by far the greatest thing I’ve ever done and he is my daily motivation. There is nothing more important than family!
5. Outside of work, what are some of your favorite activities? I enjoy spending time with my family, running, and soccer.
6. What is your passion? My passion is to be there for others and make a difference in someone else’s life.
7. What’s your favorite place to go eat? Any Mexican restaurant! Emphasis on the cheese dip and margaritas!
8. Favorite place to travel to? Or a trip you wish you could take? Favorite place to travel to is Colorado. I would like to go to Ubud, Bali and hang with the Elephants!
9. What do you want to be when you grow up? My son, Wilson. He has an innocent and pure heart that I admire more than anything. Seeing him light up every time he has any first time experience reminds me to value all the little things in life.