Building Genuine and Authentic Relationships and Having Fun Doing It with Austin Lane

Episode notes

On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising fun and enjoyable The misconception that “low-cost” is always best for the client The value of a holistic approach that goes beyond simply minimizing costs Austin received his bachelor’s in finance from San Diego State University. He has earned the Certified Financial Planner (CFP) designation and a certificate of financial planning from Wake Forest University. Austin currently serves as the chairman on the board of directors for the Helotes Area Chamber of Commerce and is a director for the Helotes Economic Development Corporation where he serves his community and neighbors by growing and developing businesses in Helotes. He also sits on the board of directors for the Bandera Natural History Museum. Austin lives in Helotes, Texas with his wife and four young daughters.