24 episodes
OnPoint with Oak Street Funding Oak Street Funding
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- Business
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5.0 • 2 Ratings
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OnPoint with Oak Street Funding is a 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? Visit us online at oakstreetfunding.com
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S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies
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S2. Bonus Episode - The Value of Inclusivity_ A Conversation with Kirsten Petras and Sarah Turner
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S3. EP. 6 - Successful M&A Strategies with Brett Rosen of Rosen Advisory
Brett Rosen 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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S2. EP. 4 - The Value of Inclusive Leadership with Kirsten Petras of Oak Street Funding
Today, we welcome Kirsten Petras, Director of Marketing and Partnerships at Oak Street Funding. Kirsten is also Co-chair of 50/50 Women on Boards – an organization dedicating to increasing diversity in corporate America. Today, Kirsten is going to share the value of inclusive leadership to help all business leaders embrace and encourage diversity in their organizations.
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S5. EP. 3 - Understanding Advisor Independence 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 into becoming independent advisors.
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S4. Ep. 1 - Using Succession as a Growth Strategy with Susie McEuen of Oak Street Funding