Recent Episodes

SEASON 4
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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SEASON 3
S3. Ep. 6 - Successful M&A Strategies with Brett Rosen of Rosen Advisory

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

15:28 | 11.01.2022

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

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

31:32 | 10.19.2022

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About The Show

OnPoint with Oak Street Funding

OnPoint with Oak Street Funding is a bi-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