MyStreet

INDUSTRIES
LOAN SOLUTIONS
RESOURCES
ABOUT US
BOOK A CALL

INDUSTRIES
LOAN SOLUTIONS
RESOURCES
ABOUT US
BOOK A CALL

MyStreet

Search Box

×

Search

WRITTEN CONTENT

Blog
Checklists
Newsletter
Case Studies

VIDEO CONTENT

Podcast
Videos
Webinars

TOOLS

Loan Calculator
Third-Party Servicing
Treasury Management
Succession Evaluation

MARKETPLACES

CPA Practices
Insurance Agencies
RIA Firms

EVENTS

CPA Events
Insurance Events
RIA Events
BHPH Events

PODCAST

Understanding Advisor Independence

Join Susie McEuen, VP of Strategic Markets for Oak Street Funding, and Dennis Leininger, Founder of Business Transition Solutions, as they share ideas for growth and transition for financial advisor practices. They discuss building trusted teams, finding your "why" when transitioning, and more.

Listen wherever you get your podcasts!

Highlights from the Episode:

Going Independent: Find Your Why

Dennis Leininger, Founder

Going Independent: Find Your Why

Dennis Leininger, Founder

Close Modal

Starting Early to Buy a Book of Business

Susie McEuen, VP of Sales

Starting Early to Buy a Book of Business

Susie McEuen, VP of Sales

Close Modal

Dennis Leininger 2 - Team Members Module

Deciding to Go Independent

Dennis Leininger, Founder

Deciding to Go Independent

Dennis Leininger, Founder

Close Modal

Susie McEuen - Team Members Module (2)-1

Building a Team to Go Independent

Susie McEuen, VP of Sales

Building a Team to Go Independent

Susie McEuen, VP of Sales

Close Modal

WATCH MORE SHORTS

INDUSTRIES
LOAN SOLUTIONS
RESOURCES
ABOUT US

a first financial bank company

Oak Street Funding, LLC BBB Business Review

Contact Our Team
P: (866) 625-3863
Text START to (317) 854-5146
osf@oakstreetfunding.com

8888 Keystone Crossing, Suite 1700
Indianapolis, IN 46240

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 Financial Protection and Innovation, Finance Lenders License (#6039829). NMLS 1421723. 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 Funding, does not create a relationship of any kind between you and Oak Street Funding.

Privacy Policy
Terms and Conditions
California Residents

You are leaving oakstreetfunding.com

Before you go, we want you to know Oak Street Funding is not affiliated with any third-party websites. Any reference to any person, organization, activity, product, and/or services does not constitute or imply an endorsement. Oak Street Funding is not responsible for the content or security of any linked web page and the privacy policy of the site to which you are going may differ from Oak Street Funding's privacy policy.

Continue

Close Modal