Oak Street Funding

During the past 10 years, the advisory market has experienced rapid growth of client assets and firm valuations. As the competitive landscape shifts, the financial markets fluctuate, and the need for new, second and third generation leaders increases, it's important for owners to understand how to create a business that can stand on its own. Join Oak Street Funding's Adam Farag, VP Strategic Markets Sales, and MarshBerry's Vice President, Rob Madore, as they discuss evolving market conditions, creating a robust acquisition strategy that includes your financial preparedness, and considerations for completing the transaction.

Building Your Wealth Advisory Firm's Acquisition Strategy

Companies are facing an unprecedented rate of change, driven by factors such as digital transformation, regulatory shifts, and the changing needs of customers and employees. To thrive in this environment, you need to be able to adapt quickly and effectively. This means having a workforce that is skilled, agile, and adaptable. In this webinar, Rick Dennen, Founder and CEO of&nbsp;<a href="https://www.oakstreetfunding.com/" rel="noopener noreferrer" target="_blank">Oak Street Funding</a>, and Paul Lally, Principal at&nbsp;<a href="https://www.wipfli.com/" rel="noopener noreferrer" target="_blank">Wipfli</a>, will discuss how you can navigate changing markets to grow and strategize by leveraging technology to improve your talent management, employee retention and recruitment, and operating agility.

Business Agility: Thriving in Changing Markets

October is cybersecurity month and our parent company, First Financial Bank, is hosting a educational webinar to help you protect your business and finances against potential cyber threats. Key Takeaways:• Planning and reviewing your company’s preparedness for #business email compromise. • Best practices to mitigate the impacts of malicious software like #ransomware • Protecting your business from check fraud. • Artificial intelligence (ai) and its impact on fraud and cyberattacks

From Awareness to Action: Fraud Prevention Webinar by First Financial Bank

Watch Alicia Chandler, President of Oak Street Funding, and Taylor Adkins, Chief Product &amp; Marketing Officer at&nbsp;UPTIQ&nbsp;as they discuss growth during difficult seasons and maintaining that growth mindset throughout the years.

Watch Alicia Chandler, President of Oak Street Funding, and Taylor Adkins, Chief Product & Marketing Officer at UPTIQ as they discuss growth during difficult seasons and maintaining that growth mindset throughout the years.


How To Grow Your Financial Advisory Firm in Turbulent Times

We often hear people ask, "What is my agency worth?" But is that the right question to be asking? Join Scott Stars, VP of Strategic Market Sales at Oak Street Funding, and Max Olson and Mike Almberg, Partners at&nbsp;<a href="https://www.legacyadvisors.partners/" rel="noopener noreferrer" target="_blank">Legacy Advisors</a>, as they urge you to instead ask yourself, "How can I make my agency worth more?"

Winning Strategies to Maximize Your Agency Value with Legacy Advisors

Strategies for Maximizing the Value of Your Agency

Get an exclusive look back at the year so far with Founder and CEO, Rick Dennen, and Director of Underwriting, Rob Roach. From banking and market turmoil to the interest rate environment and talent shortages, they'll provide insightful commentary. They'll also provide an outlook for the rest of the year, offering valuable advice on how to set yourself up for a successful 2023, even in the face of turbulence.

Rob Roach

Director of Underwriting, Oak Street Funding

Rick Dennen

Founder & CEO, Oak Street Funding

Mid-Year Review: Market Update and Underwriting Outlook

In this Panel Discussion, Susie McEuen, VP Strategic Markets Sales, brings together her colleagues, Adam Farag, VP Strategic Markets Sales, and Rob Roach, Director of Underwriting, and one of her partners, Matthew Reynolds, Founder &amp; President of Bristal Lane, a business consulting firm. They will discuss setting your business up for success through compliance, deal preparation, growth strategies, and more.&nbsp;

Susie McEuen

VP Strategic Markets Sales, Oak Street Funding

Adam Farag

Matt Reynolds

Founder & President, Bristal Lane Group

Panel Discussion with Bristal Lane: Compliance, Growth Strategies, and More

business growth and maintaining compliance

OnPoint with Oak Street Funding

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Hear what our experts have to say as we ask them your questions, discuss industry trends, and offer insight in the ever-changing world of finance. Want to connect with us? Call 844-353-8022&nbsp;to learn more about Oak Street Funding today!

Building Your Wealth Advisory Firm's Acquisition Strategy

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