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Built To Scale with CRC-Oyster

Hosted by CRC-Oyster · business · EN-US

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About this Podcast:

Built To Scale with CRC-Oyster is the newly rebranded Oyster Stew podcast following the acquisition of Oyster Consulting by Compliance Risk Concepts. The podcast features candid, thoughtful conversations that explore not only compliance and risk management, but the broader financial services industry. Each episode examines emerging trends, key issues, and current developments shaping the industry and affecting the firms and professionals who operate within it.

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Contact path

Verified email

Booking probability

35%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about Built To Scale with CRC-Oyster

What is Built To Scale with CRC-Oyster about?

Built To Scale with CRC-Oyster is the newly rebranded Oyster Stew podcast following the acquisition of Oyster Consulting by Compliance Risk Concepts. The podcast features candid, thoughtful conversations that explore not only compliance and risk management, but the broader financial services industry.

Who hosts Built To Scale with CRC-Oyster?

Built To Scale with CRC-Oyster is hosted by CRC-Oyster. The show has published 189 episodes to date.

What has Built To Scale with CRC-Oyster covered recently?

Recent episodes include "How Fintechs Grow Without Outrunning Their Compliance" (28 July 2026, 27 minutes), "CRC-Oyster: New Beginnings" (9 March 2026, 31 minutes), and "FINRA Continuing Membership Applications: Ownership & Control Changes" (19 December 2025, 33 minutes).

How often does Built To Scale with CRC-Oyster publish?

Built To Scale with CRC-Oyster publishes roughly every two weeks, with episodes averaging 25 minutes across 189 episodes.

How hard is it to get booked on Built To Scale with CRC-Oyster?

Booking probability for Built To Scale with CRC-Oyster is 35%, and the host is rated Selective on guests. Built To Scale with CRC-Oyster requires a Pod Score of 80 or higher. Built To Scale with CRC-Oyster's contact route on record: verified email.

Who should pitch Built To Scale with CRC-Oyster?

The strongest fits for Built To Scale with CRC-Oyster are Investing & Wealth Management and Business & Management Consulting. Built To Scale with CRC-Oyster has a business audience.

About the host

CRC-Oyster hosts Built To Scale with CRC-Oyster, a business podcast with 189 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Built To Scale with CRC-Oyster

    How Fintechs Grow Without Outrunning Their Compliance

    Jul 28, 202627 min

    Featuring Mitch Avnet, Founder & Managing Partner of CRC-Oyster, and Devin Sullivan, Deputy General Counsel at Altruist. Fintech is at an inflection point. More companies are stepping into regulated territory: standing...

  • Built To Scale with CRC-Oyster

    CRC-Oyster: New Beginnings

    Mar 9, 202631 min

    In the inaugural episode of Built To Scale with CRC-Oyster , host Michael Durette , Managing Principal and Chief Revenue Officer of CRC-Oyster, sits down with Founder and Managing Partner Mitch Avnet and Managing...

  • Built To Scale with CRC-Oyster

    FINRA Continuing Membership Applications: Ownership & Control Changes

    Dec 19, 202533 min

    CRC-Oyster: Compliance Risk Concepts / Oyster Consulting

  • Built To Scale with CRC-Oyster

    Account Type Recommendations: Meeting Reg BI and Fiduciary Standards

    Nov 20, 202516 min

    In this Oyster Stew episode our experts unpack what regulators expect and how firms can build strong processes around Reg Bi and account type recommendations recommendations. · What Makes an Account Recommendation “Best...

  • Built To Scale with CRC-Oyster

    Reg BI and Fiduciary Obligations Part 2: Documentation, Conflicts, and Rollover Recommendations

    Sep 30, 202533 min

    In Part 2 of this Oyster Stew conversation, Ed Wegener continues the discussion with compliance experts Brent Nicks and Len Derus—this time focusing on the most pressing challenges firms face in applying Reg BI and...

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  • Built To Scale with CRC-Oyster

    Walking the AI Tightrope: AI Compliance Strategies for Wealth Management Firms

    Jul 24, 202523 min

    In this second installment of our special Oyster Stew podcast series , experts Pete McAteer, Dan Garrett and Jeff Gearheart from Oyster Consulting and Carolyn Welshhans from Morgan, Lewis & Bockius LLP dive deep into...

  • Built To Scale with CRC-Oyster

    The Power and Potential of Artificial Intelligence in Financial Services - Part 1

    Jul 9, 202517 min

    In this special series of the Oyster Stew podcast, Oyster Consulting’s Pete McAteer, Dan Garrett and Jeff Gearhart team up with Carolyn Welshhans, a partner at Morgan, Lewis & Bockius LLP, to unpack the real-world...

  • Built To Scale with CRC-Oyster

    AML in Action: Practical Strategies for Surveillance, Training, and SAR Reporting

    Jun 20, 202533 min

    In this episode of the Oyster Stew podcast, Oyster Consulting’s Ed Wegener and Bryan Jacobsen break down how firms can implement risk-based monitoring, tailor training for frontline roles, conduct effective...

  • Built To Scale with CRC-Oyster

    CAT Compliance - Build the Surveillance Framework Regulators Demand

    Jun 5, 202528 min

    Your CAT reporting compliance requires more than just data submission; you need comprehensive surveillance programs that include monitoring both exceptions and successful reports to maintain regulatory compliance...

  • May 6, 202513 min

    Join Oyster experts as they provide real-world insight into the shifting CAT and CAIS landscape, including: The current regulatory focus on removing PII information from CAIS reporting Implementation uncertainty - where...

  • Built To Scale with CRC-Oyster

    3 Reasons You Must Review Your Clearing Contract

    Apr 24, 202514 min

    Your clearing agreement is the backbone of your brokerage firm’s operations, yet many firms fail to review it until it’s too late. In this week’s episode, Oyster’s David Williams and Peter Sheehan break down why your...

  • Built To Scale with CRC-Oyster

    Technology Investments That Work: Aligning Strategy, Data, and ROI

    Apr 8, 202516 min

    In this episode of the Oyster Stew Podcast, Dan Garrett and Jay Donlin break down the critical—but often overlooked—factors that determine whether your technology investments will actually move the needle for your firm...

  • Built To Scale with CRC-Oyster

    Time to Act: Why RIAs Must Prepare for AML Compliance Now

    Mar 13, 202536 min

    Understanding and implementing the new FINCEN AML (anti-money laundering) requirements for registered investment advisors (RIAs) is crucial to achieving compliance by the 2026 deadline. Preparing for AML compliance as...

  • Built To Scale with CRC-Oyster

    Inside FINRA Enforcement: What Firms Need To Know

    Feb 28, 202549 min

    Unlock the secrets of navigating FINRA's complex enforcement landscape with former enforcement officials Lisa Colon and Chris Kelly, who now provide defense counsel to broker-dealers. Drawing on their rich experience at...

  • Built To Scale with CRC-Oyster

    Growth Strategies: The Power of Outsourcing

    Feb 14, 202528 min

    In this episode of the Oyster Stew Podcast , our panel of financial services experts breaks down the key considerations for outsourcing critical functions, such as compliance, finance, and vendor selection. Whether...

  • Built To Scale with CRC-Oyster

    Regulatory Exams: Pave the Way For Positive Regulator Relations

    Jan 30, 202525 min

    Building and maintaining strong relationships with regulators is not just beneficial, but essential. Join us for Part 2 as former regulators share their experience and insights into how to establish open, candid...

Recent guests

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