OnPoint with Oak Street Funding

Oak Street Funding
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OnPoint with Oak Street Funding

OnPoint with Oak Street Funding is a monthly podcast for those in the financial services industry. Each episode, we examine business trends, opportunities, and business growth stories 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? Visit us online at oakstreetfunding.com

  1. JUN 27 · VIDEO

    S7. EP. 3 - Path to Succession: Navigating Partner Buy-In

    Alicia Chandler, President of Oak Street Funding, joins Matt Staninger, Market Research Analyst at Oak Street Funding, to build off our Mid-Year Update webinar to talk about partner buy-in and succession planning. They share financing options, key points in the succession process, tips, and more.

    26 min

  2. MAY 27 · VIDEO

    S7. EP. 2 - Scratch to Success: The Clearview Insurance Growth Story

    Listen as Brian Kutayiah, founder of Clearview Insurance, shares his story of building a thriving independent insurance agency with over $50 million in premium in just 3.5 years. He will discuss what led him to start his own agency, growth strategies, and how he has been able to differentiate and establish Clearview Insurance in the insurance industry.

    16 min

  3. MAR 14 · VIDEO

    S7. EP. 1 - Persistence in Innovation with DryStone Capital

    Listen as John Henry of DryStone Capital shares his unique story of growth. What he began as an internet startup has bloomed into innovation in the insurance space. He discusses the struggles of entrepreneurship, building a company through debt capital, and innovating to stay efficient in an ever changing insurance landscape.

    17 min

  4. FEB 21 · VIDEO

    S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler

    Alicia Chandler, President of Oak Street Funding, joins Susie McEuen to discuss strategies for growth, strategic planning, and attracting and retaining talent in 2025.

    27 min

  5. JAN 17 · VIDEO

    S6. EP. 4 - Navigating Tax Implications in 2025 with Rob Roach and Steve Blake

    Stephen Blake of CBIZ joins Robert Roach, Director of Underwriting at Oak Street Funding, to discuss tax implications in 2025, their impact on the M&A landscape, and tax-effective strategies for business owners.

    29 min

  6. 12/16/2024 · BONUS VIDEO

    S6. Bonus - Best of 2024

    OnPoint with Oak Street Funding

    20 min

  7. 11/01/2024 · VIDEO

    S6. EP. 3 - From the Carson Group: Know Your Worth with Alicia Chandler

    OnPoint with Oak Street Funding

    36 min

  8. 10/04/2024 · VIDEO

    S6. EP. 2 - Propelling Growth to Fuel Your Legacy with David Bahnsen

    Listen as Susie McEuen, VP of Strategic Markets Sales at Oak Street Funding, interviews David Bahnsen in this special season 6 episode! David Bahnsen is the founder, Managing Partner, and Chief Investment Officer of The Bahnsen Group, a national private wealth management firm with offices in Newport Beach, New York City, Bend, Nashville, Minneapolis, Austin, Phoenix, and West Palm Beach, managing over $5.7 billion in client assets. David has been immensely successful in growing his business inorganically and organically and his story is worth a listen for any advisor looking to grow. He talks about growth strategies, succession planning, and more!

    34 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

OnPoint with Oak Street Funding is a monthly podcast for those in the financial services industry. Each episode, we examine business trends, opportunities, and business growth stories 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? Visit us online at oakstreetfunding.com

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