Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ... read more
Consolidating business debt can improve focus and growth People talk about having the right idea as the key to a successful business, but sustaining a company such as an insurance agency really takes two things: an owner who’s willing put in a lot of effort and enough... read more
Competition: The Race Toward the Future In the changing insurance marketplace, agencies aren’t simply competing against other agencies in the same city or town, or with the same product or service offering. Agency owners today must have the right business practices in... read more
Refresh Your Network Some people will tell you we’re more connected than we’ve ever been before, thanks to technology such as cellphones and social media. It’s a safe bet that you’re connected to many clients through Facebook®, LinkedIn®, Instagram®, and other... read more
From breakthrough technology solutions, to a tighter labor market, to all sorts of surprising competition, our industry is experiencing a period of unprecedented change. Many of these changes have such a dramatic impact on familiar business practices and environments... read more
You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results... read more
Loans and lines of credit subject to approval. Potential borrowers are responsible for their own due diligence on acquisitions. CA residents: Loans made pursuant to a California Department of Business Oversight Finance Lenders License (#6039829). The materials on this website are for informational purposes only. They are not offered as and do not constitute an offer for a loan, professional or legal advice or legal opinion and should not be used as a substitute for obtaining professional or legal advice. The use of this content, including sending an email, voice mail or any other communication to Oak Street, does not create a relationship of any kind between you and Oak Street.