Oak Street Funding

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.

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.


Approaching Independence: Practice Planning for Transition with Bristal Lane Group

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

OnPoint with Oak Street Funding

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.

Alicia Chandler

President, Oak Street Funding

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

how to implement a strategic plan

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<a href="https://info.oakstreetfunding.com/business-agility" rel="noopener noreferrer" target="_blank"> webinar with Oak Street Funding Founder and CEO, Rick Dennen</a>.

Paul Lally 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. As an industry speaker, Paul is known for his lively, on-target delivery of timely topics, practical strategies and thought-provoking insights. He has delivered keynote speeches to thousands of executives from a multitude of companies. Paul has extensive knowledge of wealth and asset management industry trends, the transformations going on within various companies and the realities of operating a privately-owned financial services firm in today’s market.

Paul Lally

Principal, Wipfli

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

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. Welcome to the show!

Susie McEuen

VP Strategic Markets Sales, Oak Street Funding

Dennis Leininger

President, 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. Welcome to the show!


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

Achieving Growth During Business Transition

We are excited to announce that Bristal Lane Group and Oak Street Funding have teamed up to launch this podcast series for, and about, taking your advisory practiceindependent called Approaching Independence. We look forward to bringing you multiple episodes on this important topic.

Matt Reynolds

President, Bristal Lane Group

Approaching Independence: Preparing for Independence with Bristal Lane Group

Approaching Independence: Preparing for Independence

Today I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to&nbsp;B2B wealthtech companies,&nbsp;including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.

Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. She has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors. 

Diana Cabrices

Founder & Fractional Chief Evangelist | Diana Cabrices Consulting

Today I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.


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

Strategies to Drive Growth for Financial Advisory Firms

Today I am delighted to welcome Susie McEuen to the show! Susie is vice president of strategic markets for Oak Street Funding focusing on providing capital to advisors. Over the years, she has helped hundreds of business owners fund and structure loans for succession, acquisition, and working capital. Today, she is going to share ideas for growth and succession in 2023.

Recent Episodes

SEASON 4

Approaching Independence: Practice Planning for Transition with Bristal Lane Group

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

Approaching Independence: Preparing for Independence with Bristal Lane Group

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

About The Show

OnPoint with Oak Street Funding

Bridget Haight

Host and Moderator