22 episodes
OnPoint with Oak Street Funding Oak Street Funding
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5.0 • 1 Rating
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OnPoint with Oak Street Funding is a bi-monthly podcast hosted by Bridget Haight. Each episode, Haight examines business trends, opportunities, and mini-trainings with actionable takeaways to empower listeners to grow their businesses. We host Industry Experts and Influencers within the Financial Services Industry. In each episode, you’re bound to learn a new perspective or strategy to support your company. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.
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S4. EP. 3 - Growth Through Transition with Business Transition Solutions
Today I am delighted to welcome Susie McEuen and Dennis Leininger to the show! Susie is vice president of strategic markets for Oak Street Funding. Dennis is president
of Business Transition Solutions. Today, they are going to share ideas for growth and transition for financial advisor practices. Welcome to the show! -
Approaching Independence: Preparing for Independence with Bristal Lane Group
We are excited to announce that Bristal Lane Group and Oak Street Funding have teamed up to launch this podcast series for, and about, taking your advisory practice
independent called Approaching Independence. We look forward to bringing you multiple episodes on this important topic. -
S4. EP. 2 - Growth Strategies for Financial Advisory Firms with Diana Cabrices Consulting
Today I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.
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S4. Ep. 1 - Using Succession as a Growth Strategy with Susie McEuen of Oak Street Funding
Today I am delighted to welcome Susie McEuen to the show! Susie is vice president of strategic markets for Oak Street Funding focusing on providing capital to advisors. Over the years, she has helped hundreds of business owners fund and structure loans for succession, acquisition, and working capital. Today, she is going to share ideas for growth and succession in 2023.
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S3. Ep. 6 - Successful M&A Strategies with Brett Rosen of Rosen Advisory
We are delighted to have Brett Rosen, owner of Rosen Advisory, join us on the show today! Brett is an experienced Mergers and Acquisitions consultant, and he will be sharing five things you can do to maximize the value of your business.
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S3. Ep. 5 - Setting Up for a Successful Transition with Bob Lewis
We have Bob Lewis, President of The Visionary Group, join me on the show today! Bob has over 25 years of experience supporting the CPA profession with organic growth and succession. Bob helps firms design partnership buy-ins, compensation structures, and multi-layered incentive goals. We are excited to have Bob on the show today as he talks about current trends, growth, and successful succession in the accounting industry.