LionStreet ANNUALREPORT-020419-webpages - Page 8



5
LION STREET
GROW T HE FOO T PRIN T
Lion Street targets top-tier advisors and producer ensembles across carefully selected geographies. The Company leverages a deep
pipeline of prospects and a proven strategy to select and add new Firms. In 2018, Lion Street added 35 new Firms in target markets
that met selection criteria.
The Board of Directors has authorized adding 30 new Firms in 2019. In conjunction with this directive, Lion Street will introduce
the Road to Independence™ platform, Lion Street’s solution for successful advisors who have outgrown the traditional insurance
distribution model and are looking to go independent and build value for their own Firm.
LION STREET FIRMS
35
New Lion Street
Owner Firms
250+
Lion Street
Principals
300+
Lion Street
Producers
185
Lion Street
Owner Firms
NELLIE KERR
Director of Firm
Selection
2 018
KARLA KIRK
VP of Firm
Selection
KURT SHALLOW
SVP of Firm
Development

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