There is a saying in life, and in business. "People don't care about how much you know until they know how much you care.
If somewhere a book sits, full of such sayings, Joe Lamberson's picture should sit next to this one. Joe wears many titles for me. Brother, although not by blood, Connector, Advisor top the list. I'd venture a guess many others would say the same. These titles/qualities all work together, making him an extraordinary success in both business and life. His passion is in the answer to this question, which if you are fortunate enough to work with him is ..."How can I help?" Exit planning is serious business. I would not claim to have even a rudimentary knowledge of all that is involved. Joe is kind enough to realize this and keeps things real simple when describing to me what he does. What I do know is that I would not hesitate to put my life and or my life's work in this man's hands.
Steve Cannon
CEO Cannon Real Estate, Adventurer, Author
"Joe, thanks for all your hard work finding Skyline the right SERP plan. You offered us many options supported by data, so we could make the right decision for us & present it to our board of directors. Your ability to listen to us, provide feedback and ask questions, along with tireless effort to provide us the data, resulted in a well thought out decision, which was approved by the board unanimously."
David Hayes, CEO
Skyline Construction
"Joe has an innate ability to extract the necessary information from a business owner, in a very comfortable and consultative manner. He can quickly cut through a lot of the planning noise and provide instant clarity. Business succession planning can be very technically as well as emotionally complicated and Joe is masterful at both aspects. Every company has a history and a story to tell and Joe never loses sight or respect of the human element of the job. I can't recommend him highly enough."
Luke Kaplan, Principal
SouthCap Brokerage Group
"Joe Lamberson is the type of person who shows genuine interest in people and his relationship building prowess is astounding. I have met Joe through multiple years working at Principal Financial Group, and later when we both crossed paths again in the brokerage arena.
Joe is well-connected and is very caring of his clients and colleagues. I would recommend Joe to anyone looking for the executive benefits/advanced planning expert. "
Monika Agic, CLU ChFC
Advanced Planning Expert, Entrepreneur, Artist
"Joe is detail oriented and watches out for his employees, the company and clients. He has a great depth of knowledge when it comes to all aspects of planning and insurance. He is a valued mentor, that taught me a lot personally as well. I would be happy to work for Joe or do business with Joe or recommend Joe to others to become clients."
Chris Anderson
Sales Consultant and Insurance Expert
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