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OnPoint with Oak Street Funding

OnPoint with Oak Street Funding

Written by: Oak Street Funding
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About this listen

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? Call 844-353-8022 to speak to an Oak Street Funding team member today.

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Episodes
  • Approaching Independence: Practice Planning for Transition with Bristal Lane Group

    Approaching Independence: Practice Planning for Transition with Bristal Lane Group
    Dec 15 2023

    In the second episode of Approaching Independence, Susie and Matt discuss practice planning for transition. They talk about what it takes to go independent, managing your cash flows efficiently, a brief 2024 outlook, and the keys to relationships with vendors and clients.
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    37 mins
  • S4 EP. 5 - Strategic Planning: Implementation and Getting Employee Buy-In

    S4 EP. 5 - Strategic Planning: Implementation and Getting Employee Buy-In
    Dec 8 2023

    Today I am delighted to bring Alicia Chandler back to the show. Alicia is president of Oak Street Funding, where, like most of you, she is currently leading an organization into 2024. Today we are going to chat about strategic planning and some tips for implementing it throughout the year.

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    17 mins
  • S4 EP. 4 - Business Agility: Thriving in Changing Markets with Paul Lally

    S4 EP. 4 - Business Agility: Thriving in Changing Markets with Paul Lally
    Nov 15 2023

    Today I am delighted to welcome Paul Lally to the show! Paul is a Principal at Wipfli where he leads Wipfli’s multi-disciplinary team offering services to the wealth and asset management industry. Leveraging more than 30 years of experience, he helps clients navigate the growth and long-term success of their business. Paul discusses businesses operating at PRIME, being agile for a changing world, and building transition plans way before someone is ready to exit. He goes in depth on how to manage KPI's, and continues the conversation from his webinar with Oak Street Funding Founder and CEO, Rick Dennen.

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    22 mins
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