OnPoint with Oak Street Funding
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. In each episode, you’re bound to learn a new perspective or strategy to support your company.
All Episodes
S6. EP. 5 - Strategic Growth: Building Buy-In and Driving Results with Alicia Chandler
S8. EP. 2 - Famously Friendly Growth: The RightSure Insurance Story
<p>In this episode of the OnPoint Podcast, Matt Staninger, Market Research Analyst at Oak Street Funding, is joined by Jeff Arnold, Founder at RightSure Insurance, to discuss RightSure’s growth journey. They will touch on Jeff’s introduction to the insurance industry, attracting and retaining Famously Friendly Humans®, how insurance agencies can utilize AI for operations, and more!</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>
S8. EP. 8 - The State of RIA M&A: Valuations, Breakaways, and What to Anticipate with Rob Madore
<p>As consolidation accelerates while breakaway activity increases, the RIA market is sending mixed signals. In this episode of the OnPoint Podcast, VP of Strategic Markets at Oak Street Funding, Adam Farag, is joined by Director at MarshBerry, Rob Madore, to discuss the current M&A environment for RIAs. They’ll explore subjects such as valuations, who the buyers and sellers in the market are, motivations and structures for deals, and more.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>
S8 EP.7 - 2026 Q4 Economic Outlook: Rates, Risks, and the Road Ahead with Marc Chandler
<p>Is the U.S. economy still resilient, beginning to slow, or setting up for another shift? In this episode of the OnPoint Podcast, Market Research Analyst at Oak Street Funding, Matt Staninger, is joined by Chief Market Strategist at Bannockburn Capital Markets, Marc Chandler, to give an economic outlook following the most recent Fed meeting and Jobs Report data. They’ll touch on inflation, the labor market, interest rates, and the biggest factors that could shape the economy throughout the rest of the year into 2027.</p> <p>Visit our website: https://www.oakstreetfunding.com/</p> <p>Contact us: https://www.oakstreetfunding.com/contact-us</p> <p>Follow Oak Street Funding: https://www.linkedin.com/company/oak-street-funding/ https://www.instagram.com/onpoint.with.osf/ https://www.facebook.com/OSFunding/</p>