Recent Episodes

SEASON 4
Approaching Independence: Practice Planning for Transition with Bristal Lane Group

Approaching Independence: Practice Planning for Transition with Bristal Lane Group

36:41 | 12.15.2023

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

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

16:32 | 12.08.2023

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

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

22:28 | 11.15.2023

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

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

27:42 | 09.07.2023

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Approaching Independence: Preparing for Independence with Bristal Lane Group

Approaching Independence: Preparing for Independence with Bristal Lane Group

27:10 | 07.12.2023

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

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

24:04 | 05.23.2023

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

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

21:07 | 02.14.2023

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About The Show

OnPoint with Oak Street Funding

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.

Bridget Haight

Host and Moderator