LionStreet ANNUALREPORT-020419-webpages - Page 17

Lion Street Hosts Trusted Advisors Conference
The annual Trusted Advisors Conference held in Las Vegas in
May 2018 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. This conference is part
of Lion Street’s larger Trusted Advisors Program to provide
Owners with resources to connect with Advisors. May 2018
Industry Veterans Kurt Shallow and Karla Kirk Join Lion Street
Kurt Shallow has joined Lion Street as a Senior Vice President
of Firm Development. Kurt’s focus will be on recruiting and
building distribution from traditional life insurance advisors
through the Road to Independence platform. The importance,
role and value of these advisors has been a central focus of
Kurt’s successful career. Karla Kirk has joined Lion Street as
Vice President of Firm Selection to help drive the Firm selection
process, working with the Firm Builders to help identify and
recruit top producing Firms. August 2018
Lion Street Hosts Eighth Annual Indaba Meeting
Lion Street places great importance on providing informative
content to stockholders at conferences. In September, the
Company hosted its eighth annual INDABA meeting for Owners
to share ideas and best practices. With more than 300 attendees,
presentations addressing innovative and real-life application of
solutions that Owners used to meet client needs were offered.
September 2018
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 Expands Office
Lion Street has expanded its office to use the entire 25th floor
of the Bank of America building on Congress Avenue in the
heart of Austin, Texas. The office expansion was necessitated
by Lion Street’s staff growth to more than 70 employees — the
“Firm behind the Firm” helping our Owners grow and prosper.
December 2018


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