Lion Street 2019 Annual Report FINAL - Flipbook - 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.
PRW Wealth Management
RFG Wealth Management
Founder and CEO