Lion Street 2019 Annual Report FINAL - Page 8



5
GROW T HE FOOT PRIN T
Lion Street has a comprehensive new Owner selection process that attracts
top-tier advisors and producer ensembles across four profiles:
1.Life-Centric Firms in the high-net-worth and business
owners market;
2.Wealth-Centric Firms who value Lion Street’s culture and broad
access to products and markets;
3.Holistic Planning Firms with large, sophisticated insurance and
wealth business;
4.Specialty Firms with deep knowledge in markets, such as
corporate benefits, private placements, foreign nationals
and premium finance.
Karla Kirk
VP of Firm Selection
In 2019, Lion Street added 31 new Firms spread across these profiles —
Firms that are already successful and believe that the Company’s expertise,
access to markets, influence with carriers, and community will accelerate
their growth aspirations. Further, as Lion Street looks to fill out its
geographic penetration, 16 of the new Firms are located in areas where Lion
Street had little or no presence.
Disruption persists within the financial services industry. New federal and
state regulations will require that producers and advisors assess how they
currently access products and services. Our continued success in attracting
the right new Firms affirms our structure and integrated platform.
Nellie Kerr
Director of
Firm Selection
374 180
Lion Street
Producers
Total Firms
31 283
New Firms
in 2019
Lion Street
Principals
2019 ANNUAL REPORT

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