Lion Street 2019 Annual Report FINAL - Page 5

Here are our key initiatives for 2020:
•Grow Firms: Provide resources to increase the production
of every Firm through adding producers, product lines and
centers of influence.
•Grow Footprint: We will maintain high standards and focus
on underrepresented geographical markets, while adding 30
new, quality Firms.
•Wealth Management: We will continue our emphasis
on identifying Firms with excellent wealth management
practices. Also, we will continue our investment in people
and technology to support these Firms.
•Firm Technology: We will continue our quest to identify
best-of-breed technology to make Firms more profitable.
Our “common application” efforts are close to fruition.
•Culture: We will continue to make community and culture
a priority in what is a “lonesome” business. Forums for
intellectual capital exchange remain a priority.
Thanks for your confidence as an Investor. Thanks for your
production as a Firm. Thanks for your friendship as an Individual.
Matt Davis
Oakmont Group
Ken DeAngelis
Austin Ventures
Cleves Delp
TDC Companies
Bill Payne
PRW Wealth Management
Ron Rubin
RFG Wealth Management
Rod Sager
IPS Advisors
Bob Carter
Founder and CEO
Lion Street
Brian Murphy
Executive Director
Lion Street


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