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On Point 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

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FeaturedS6. 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.

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

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

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

S6. Bonus - Best of 2024

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

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

S6. EP. 1 - Cybersecurity: Keys to Compliance

S5. EP. 5 - Deep Dive into the 5 C's: Understanding Credit

S5. EP. 4 - Creative M&A Deals for Advisor Growth with MarshBerry

S5. EP. 3 - Understanding Advisor Independence with Business Transition Solutions

S5. EP. 2 - Lessons in Succession: Gen 2 Partner Buy-In Success

S5. EP. 1 - Tax Implications for Businesses in 2024

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

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

S4. EP. 3 - Growth Through Transition with Business Transition Solutions

S4. EP. 2 - Growth Strategies for Financial Advisory Firms with Diana Cabrices Consulting

S4. Ep. 1 - Using Succession as a Growth Strategy with Susie McEuen of Oak Street Funding

S3. EP. 6 - Successful M&A Strategies with Brett Rosen of Rosen Advisory

S3. Ep. 5 - Setting Up for a Successful Transition with Bob Lewis

S3. Ep. 4 - Building for The Future with Leslie Nester of Fox Insurance Agencies

S3. Ep. 3 - Growing a Business with Digital Marketing with Tina Powell of C-Suite Social Media

S3. Ep. 2 - Best Practices for Creating a Successful Succession Plan with Alicia Chandler

S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies

S2. Bonus Episode - The Value of Inclusivity_ A Conversation with Kirsten Petras and Sarah Turner

S2. EP. 4 - The Value of Inclusive Leadership with Kirsten Petras of Oak Street Funding

S2. Ep. 3 - Hiring and Retaining Diverse Talent

S2. Ep. 2 - Modern Leadership Lessons

S2. Ep. 1 - A Founder's Story - Jim Roe of Arlington/Roe

OnPoint with Oak Street Funding: Trailer

S1. Bonus Episode - Lessons From Growing a Business with Derrick Clore of Clore Insurance Group

S1. Ep. 5 - Managing a Business Through Decades of Disruption

S1. Ep. 4 - Using Capital and Equity Effectively

S1. Ep. 3 - Financing Best Practices for Your Business

S1. Ep. 2 - Setting Up a Tax-Efficient Business Structure

S1. Ep. 1 - A Founder's Story - Rick Dennen of Oak Street Funding

Approaching Independence: Practice Planning for Transition

Approaching Independence: Preparing for Independence