OnPoint with Oak Street Funding
By Oak Street Funding
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Category: Entrepreneurship
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Episodes: 47
Description
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
| Episode | Date |
|---|---|
|
Leveraging Debt for Global Growth: The TydeCo Journey with Matt Lescault (S8. EP. 9)
|
Oct 02, 2026 |
|
S8. EP. 8 - The State of RIA M&A: Valuations, Breakaways, and What to Anticipate with Rob Madore
|
Sep 11, 2026 |
|
S8 EP.7 - 2026 Q4 Economic Outlook: Rates, Risks, and the Road Ahead with Marc Chandler
|
Aug 21, 2026 |
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S8. EP. 6 - Smart Growth Strategies with Michael Young
|
Jun 26, 2026 |
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S8. EP. 5 - Tech in Talent Management with Matt Lescault
|
May 15, 2026 |
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S8. EP. 4 - Onboarding After Acquisitions with Hue Partners
|
Apr 24, 2026 |
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S8. EP. 3 - How to Finance Insurance M&A with INS Capital
|
Mar 27, 2026 |
|
S8. EP. 2 - Famously Friendly Growth: The RightSure Insurance Story
|
Feb 20, 2026 |
|
S8. EP. 1 - Next Generation CPAs: The State of Accounting in 2026 with Evans May Advisory
|
Jan 30, 2026 |
|
S7. Bonus - Best of 2025
|
Dec 12, 2025 |
|
S7. EP. 7 - Underwriting for M&A with Oak Street Funding
|
Nov 14, 2025 |
|
S7. EP. 6 - M&A Cybersecurity Considerations with KSM and Reveal Risk
|
Oct 17, 2025 |
|
S7. EP. 5 - Decoding The New Tax Bill: With Evans May Advisory
|
Aug 08, 2025 |
|
S7. EP. 4 - Accelerate Agency M&A: The DeLuca Agency Story
|
Jul 25, 2025 |
|
S7. EP. 3 - Path to Succession: Navigating Partner Buy-In
|
Jun 27, 2025 |
|
S7. EP. 2 - Scratch to Success: The Clearview Insurance Growth Story
|
May 27, 2025 |
|
S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler
|
Feb 21, 2025 |
|
S6. EP. 4 - Navigating Tax Implications in 2025 with Rob Roach and Steve Blake
|
Jan 17, 2025 |
|
S6. Bonus - Best of 2024
|
Dec 16, 2024 |
|
S6. EP. 3 - From the Carson Group: Know Your Worth with Alicia Chandler
|
Nov 01, 2024 |
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S6. EP. 2 - Propelling Growth to Fuel Your Legacy with David Bahnsen
|
Oct 04, 2024 |
|
S5. EP. 5 - Deep Dive into the 5 C's: Understanding Credit
|
Jun 07, 2024 |
|
S5. EP. 4 - Creative M&A Deals for Advisor Growth with MarshBerry
|
May 23, 2024 |
|
S3. EP. 1 - A Founder's Story - with Leslie Nester of Fox Insurance Agencies
|
Apr 04, 2024 |
|
S2. Bonus Episode - The Value of Inclusivity_ A Conversation with Kirsten Petras and Sarah Turner
|
Apr 04, 2024 |
|
S3. EP. 6 - Successful M&A Strategies with Brett Rosen of Rosen Advisory
|
Apr 04, 2024 |
|
S2. EP. 4 - The Value of Inclusive Leadership with Kirsten Petras of Oak Street Funding
|
Mar 05, 2024 |
|
S5. EP. 3 - Understanding Advisor Independence with Business Transition Solutions
|
Mar 04, 2024 |
|
S4. Ep. 1 - Using Succession as a Growth Strategy with Susie McEuen of Oak Street Funding
|
Feb 27, 2024 |
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S4. EP. 2 - Growth Strategies for Financial Advisory Firms with Diana Cabrices Consulting
|
Feb 27, 2024 |
|
Approaching Independence: Preparing for Independence
|
Feb 27, 2024 |
|
Approaching Independence: Practice Planning for Transition
|
Feb 27, 2024 |
|
S4. EP. 3 - Growth Through Transition with Business Transition Solutions
|
Feb 27, 2024 |
|
S4. EP. 4 - Business Agility: Thriving in Changing Markets with Paul Lally
|
Feb 27, 2024 |
|
S4. EP. 5 - Strategic Planning: Implementation and Getting Employee Buy-In
|
Feb 27, 2024 |
|
S5. EP. 2 - Lessons in Succession: Gen 2 Partner Buy-In Success
|
Feb 02, 2024 |
|
S2. Ep. 3 - Hiring and Retaining Diverse Talent
|
Jan 24, 2024 |
|
S2. Ep. 1 - A Founder's Story - Jim Roe of Arlington/Roe
|
Jan 24, 2024 |
|
S1. Ep. 2 - Setting Up a Tax-Efficient Business Structure
|
Jan 24, 2024 |
|
S1. Ep. 1 - A Founder's Story - Rick Dennen of Oak Street Funding
|
Jan 24, 2024 |
|
S5. EP. 1 - Tax Implications for Businesses in 2024
|
Jan 05, 2024 |
|
S3. Ep. 5 - Setting Up for a Successful Transition with Bob Lewis
|
Oct 19, 2022 |
|
S3. Ep. 4 - Building for The Future with Leslie Nester of Fox Insurance Agencies
|
Oct 05, 2022 |
|
S3. Ep. 3 - Growing a Business with Digital Marketing with Tina Powell of C-Suite Social Media
|
Sep 13, 2022 |
|
S3. Ep. 2 - Best Practices for Creating a Successful Succession Plan with Alicia Chandler
|
Aug 31, 2022 |
|
S1. Bonus Episode - Lessons From Growing a Business with Derrick Clore of Clore Insurance Group
|
Apr 26, 2022 |
|
OnPoint with Oak Street Funding: Trailer
|
Feb 21, 2022 |