Lion Street recently hosted its seventh annual Indaba meeting in Dallas, Texas. Taking place from September 24 to 26, the conference gathered together Lion Street Firms and Stockholders to share ideas and best practices.
The event featured informative presentations from more than 35 Lion Street Owners on a variety of topics: collaborating with trusted advisors, designing large cases, closing more cases, developing new markets and revenue and building the firm of the future, among others. Keynote speakers included former Surgeon General of the United States Air Force Lt. Gen. (Dr.) Paul K. Carlton Jr., as well as Tiffany Eckert speaking on behalf of Folds of Honor, a non-profit that provides educational scholarships to spouses and children of America’s fallen and disabled service-members.
We would like to thank all of the attendees for making this year’s Indaba a success.
The Lion Street Difference
A primary differentiator in Lion Street’s structure is that every affiliated financial advisor is a stockholder of Lion Street. Together, Lion Street’s Owner-Firms are strongly committed to building a fiercely independent yet highly collaborative network of professionals dedicated to serving their high-net-worth and corporate clients.
Download the full press release.