LionStreet: ROAD to INDEPENDENCE White Paper - Flipbook - Page 2
THE ROAD TO INDEPENDENCE
CON T EN T S
Executive Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Financial Industry’s Shift to Independence . . . . . . . . . . 2
Evolution of the Independent Firm. . . . . . . . . . . . . . . . . . . . . 4
The Road to Independence . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Testimonials. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Conclusion and Next Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Independent Architecture
Life-Centric Broker-Dealer & Corporate RIA
Exclusive Tools and Resources