OnPoint with Oak Street Funding

Oak Street Funding

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About

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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Recent episodes

  • Approaching Independence: Practice Planning for Transition with Bristal Lane GroupDec 15, 2023 · 37 min
  • S4 EP. 5 - Strategic Planning: Implementation and Getting Employee Buy-InDec 8, 2023 · 17 min
  • S4 EP. 4 - Business Agility: Thriving in Changing Markets with Paul LallyNov 15, 2023 · 22 min
  • S4. EP. 3 - Growth Through Transition with Business Transition SolutionsSep 7, 2023 · 28 min
  • Approaching Independence: Preparing for Independence with Bristal Lane GroupJul 12, 2023 · 27 min
  • S4. EP. 2 - Growth Strategies for Financial Advisory Firms with Diana Cabrices ConsultingMay 23, 2023 · 24 min
  • S4. Ep. 1 - Using Succession as a Growth Strategy with Susie McEuen of Oak Street FundingFeb 14, 2023 · 21 min
  • S3. Ep. 6 - Successful M&A Strategies with Brett Rosen of Rosen AdvisoryNov 1, 2022 · 16 min
  • S3. Ep. 5 - Setting Up for a Successful Transition with Bob LewisOct 19, 2022 · 32 min
  • S3. Ep. 4 - Building for The Future with Leslie Nester of Fox Insurance AgenciesOct 5, 2022 · 15 min

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