Lion Street 2017 Annual Report - Page 14



15
IN THE NEWS
In the News
Adam Sandahl Hired to Lead Corporate and Business Solutions
Adam Sandahl is the most recent addition to the Lion
Street leadership team. As head of the Corporate and
Business Solutions area, Adam’s nearly 30 years of
experience in the corporate-owned life arena will be
advantageous. His role will be to drive growth and lead
the expansion of the company’s national presence in the
corporate and business solutions markets.
December 2017
Lion Street Hosts Seventh Annual Indaba Meeting
Lion Street places great importance on providing
informative content to stockholders at conferences.
In September, the company hosted its seventh annual
INDABA meeting for Owners to share ideas and best
practices. With close to 250 attendees, presentations
addressing innovative and real-life application of
solutions that Owners used to meet client needs
were offered. September 2017
Indaba: in-da-ba
The word Indaba comes from the southern regions
of Africa, where it describes a special community
gathering... A meeting of the minds for the sharing of
ideas, where everyone has a voice and where there is an
attempt to find a common story.
Lion Street Financial Awarded 2017 Broker-Dealer of the Year
Once again, Lion Street was awarded Broker Dealer of the
Year in Division I by Investment Advisor magazine. John
Burmeister, President and COO, was interviewed on a
wide range of topics regarding ongoing challenges faced
by financial firms. The award was started 28 years ago to
evaluate broker dealers across 15 categories. Winning this
award for the second consecutive year demonstrates the
confidence Lion Street Owners have in the service and
quality provided by Lion Street Financial. August 2017
Trusted Advisor Conference Surpasses Expectations
The annual Trusted Advisor Conference held in Las
Vegas in June 2017 once again brought together Lion
Street Owners and their invited Guest Advisors – CPAs,
attorneys, trust officers and wealth managers. The
program provides a platform for Owners and Advisors
to interact with and learn from industry experts on
advanced planning strategies. Attendance from the
previous year grew by almost 20%. This conference is
part of Lion Street’s larger Trusted Advisor Program to
provide Owners with resources to connect with Advisors.
June 2017
Lion Street Names Karyn Hamilton as VP Marketing
Lion Street announced the hiring of Karyn Hamilton
to head Lion Street marketing efforts. Her experience in
marketing financial services will support Lion Street’s
visibility in the industry, growth of its Firms, as well as
its continued recruitment of new Firms to expand its
national presence. May 2017
2017 ANNUAL REPORT

Paperturn



Powered by


Full screen Click to read
Paperturn flipbook
Search
Overview
Download as PDF
Print
Shopping cart
Full screen
Exit full screen