MGA/Broker Archives - Oak Street Funding

Strategic planning in a time of rapid change Franchise

Mar 24, 2020 | First Franchise, Franchise Restaurant, Insurance Agency, Investment Advisor, MGA/Broker, MGA/Broker

Strategic planning in a time of rapid change When businesses and the financial markets are changing at breakneck speed, the idea of creating a strategic planning process sounds daunting and arduous. But having a solid strategic framework is more important than ever in...
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Using technology to enhance the client experience

Jan 2, 2020 | CPA Practice, CPA Practice - Working Capital, Insurance Agency, Insurance Agency - Working Capital, Investment Advisor, Investment Advisor - Working Capital, MGA/Broker, MGA/Broker, MGA/Broker - Working Capital, Uncategorized

Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...
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Appealing to Millennials Part 2

Aug 27, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, Investment Advisor, Investment Advisor - Sell/Succession, Investment Advisor - Working Capital, Investment Advisor Acquire Buy, Investment Advisor Debt Restructure, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure

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. ...
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Appealing to Millennials Part 1

Aug 22, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, Investment Advisor, Investment Advisor - Sell/Succession, Investment Advisor - Working Capital, Investment Advisor Acquire Buy, Investment Advisor Debt Restructure, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure

Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these...
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The digital landscape is changing the customer journey.

Jun 6, 2019 | MGA/Broker, MGA/Broker

The digital landscape is changing the customer journey. Most insurance professionals have noticed a shift in how customers seek information and make buying decisions. How you market your business in this new, electronic and fast-paced world can determine whether your...
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Fear of Change: Embracing New Ways for a Successful Future