Will Lane knows that financial security isn’t about playing it safe; it’s about making smart, calculated moves. In his decades-long career, Lane has not only guided his clients to financial freedom but also mentored the next generation of advisors to think like investors, not employees.
“Building wealth requires a shift in mindset,” Lane says. “It’s not just about working harder—it’s about working smarter and thinking differently about money.” His mission is to help financial advisors create lasting legacies by teaching them how to combine financial expertise with entrepreneurial thinking.
Building Wealth Through Strategy
Lane’s career began with a strong foundation in finance, earning his MBA from LaSalle University before joining The Vanguard Group. He quickly rose to manage over $500 million in assets, a testament to his ability to identify opportunities and mitigate risks. But Lane’s focus was always bigger than the portfolios he managed—he wanted to empower others to take control of their financial futures.
At Wells Fargo, where he earned the title of Senior Producing Leader in 2004, Lane honed his leadership skills, mentoring advisors to achieve top-tier performance. His transition to the insurance industry in 2018 was driven by a desire to help both clients and advisors build systems that generate sustainable wealth.
“Financial success isn’t accidental,” Lane asserts. “It’s the result of intentional planning and the courage to think differently.” Learn more about his journey on LinkedIn or at Top Rank Advisors.
Mentorship: The Key to Legacy
Lane’s mentorship philosophy is rooted in the principles of wealth-building:
- Assets Over Income: “Don’t just work for a paycheck,” Lane advises. “Build assets that generate cash flow and grow over time.” He encourages mentees to think beyond their salaries and focus on creating wealth streams that work for them.
- Leverage and Scale: Lane teaches advisors to use leverage—whether it’s through time, expertise, or resources—to scale their impact and income. “Wealth isn’t just about how much you earn; it’s about how efficiently you use your resources,” Lane explains.
- Think Like an Owner: Lane pushes mentees to adopt an entrepreneurial mindset. “You’re not just an advisor; you’re building a business. Start thinking like a CEO,” he emphasizes.
Lessons from the Field
Lane recalls a young advisor he mentored who was stuck in a cycle of working long hours but seeing little progress. By teaching them to focus on building systems and leveraging client relationships, Lane helped them triple their income in two years.
“Most people stay trapped because they’re afraid to take risks,” Lane says. “But the biggest risk is staying in the same place.” His mentorship is designed to break those cycles and empower advisors to take control of their financial destinies.
A Vision for Wealth Creation
Lane’s long-term vision is to redefine financial advising as a profession rooted in wealth creation and legacy-building. Over the next few years, he plans to expand his mentorship programs to include training on entrepreneurial thinking, passive income strategies, and creating scalable systems for growth.
“True wealth isn’t just about money,” Lane states. “It’s about freedom—freedom to live your life on your terms and leave a legacy that matters.”
Conclusion
Will Lane’s approach to financial advising is more than mentorship—it’s a movement to empower advisors and clients alike to think bigger, act smarter, and build lasting wealth. By focusing on assets, leverage, and ownership, Lane is redefining what it means to succeed in the financial world.
Ready to start building your wealth and legacy? Connect with Will Lane at Top Rank Advisors or on LinkedIn. The journey to financial freedom starts with a single step—take yours today.
