Shows
Oyster Stew - A Broth of Financial Services Commentary and InsightsScaling Smart: Aligning Growth with InfrastructureAdapting your infrastructure while managing your firm's growth can present unique challenges. Join Oyster’s Ed Wegener, Brent Nicks and Pete McAteer as they share their insights for scaling and sustaining growth. In this podcast you will: · Gain firsthand insights into the complexities of rapid organic and inorganic expansion · Examine the significance of understanding your firm's core strengths and growth goals, alongside the importance of a detailed due diligence checklist· Learn the importance of setting realistic expectations and managing the pace of acquisitions for seamless integration· Discover the value of a cohesive platform and th...2024-09-2635 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsDrivers of Change - The Clearing & Custodian Transformation In this week's Oyster Stew Podcast, our Strategic Planning and Execution experts, Pete Bowman, Pete McAteer, Jay Donlin, Jeff Wilk, and Jeff Gearhart share their perspectives on the four critical areas that are transforming the clearing and custodian industry: Technology advances and accessibility are reshaping how firms look at clearing and custodian services. Economics, from interest rates to market fluctuations, emerge as a significant player. Client Engagement: Firms must determine how best to foster meaningful, compliant and efficient connections in a digital world.Managing risk and compliance always requires industry firms to assess their practices and revi...2024-02-0123 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsWhat Can Happen When You Start Managing Your Clearing Relationship At an Executive LevelYour clearing and custodial partnerships touch every part of your business: your clients, financial professionals, technology platform, operations, digital experience and compliance are just some of those dependencies. And don’t forget about the impact on your P&L.In today’s podcast Oyster’s clearing and custodian experts Dave Williams, Jay Donlin, Pete McAteer and Jim Roth share how you should manage your clearing and custodian relationships at the executive level. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our in...2022-11-1012 min
Fire in The Belly“Healing My Relationship with Myself to Heal My Relationship with Food” speaking with Briana McAteerBriana is a coach, nutritionist and speaker. After years of struggling with her own self-esteem, Briana wanted to help other women with emotional and binge eating issues. She talks to Pete today about her own journey to healing, how she managed to overcome her own trauma and difficulties and how her life purpose is to help others. KEY TAKEAWAYS Fire in the belly to Briana, is the thing that gets you up in the morning, the thing you feel compelled to do. Briana becomes the coach her clien...2022-08-031h 30
Oyster Stew - A Broth of Financial Services Commentary and InsightsOutsourcing Initiatives Can Save Time and Money - Is It Right for Your Firm?In this Oyster Stew podcast, Oyster Consulting experts Pete McAteer, Jeff Wilk, Cody Davis and Jeff Gearhart share their insights on when it makes sense to leverage a consulting firm to help with initiatives outside the regular scope of your day-to-day business (and some projects you may not have thought about), and what can make it a success. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need h...2022-07-2815 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsLeveraging Clearing Conversion Experts for SuccessClearing Conversions are an enormous undertaking. Oyster Consulting's experts Jay Donlin, Jim Roth, Tim Buckler and Pete McAteer share what drives them, what’s involved, and what makes a successful conversion. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!2021-10-0414 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsDigital Strategy - Modern Chess for Financial Services FirmsDigital technology use has accelerated in the last 12 months in many areas, from education to exercise to the financial services industry. So what is digital transformation, and what does it mean for the financial services industry? Who will benefit and how? Join our panelists Dave Altschul, Jeff Wilk, Jim Roth and Pete McAteer as they discuss these topics and more. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your fi...2021-05-1118 min
Oyster Stew - A Broth of Financial Services Commentary and InsightsWhy Outsourcing Your Platform Assessment, Selection & Implementation Processes Makes SenseTransitioning your platform can be a vital component of making sure your firm is successful for many years to come. Managing your firm’s platform transition is a significant undertaking that will impact most areas of your business. Investing in a third party to make sure the disruptions are minimized while the planning, execution, testing and change management are being done concurrently can be a good strategy to free up firm resources.In this podcast episode, Managing Director Pete McAteer discusses why outsourcing makes sense, and how Oyster Consulting is uniquely positioned to help. Oys...2020-03-1820 minOyster Stew - A Broth of Financial Services Commentary and InsightsClearing Platform Selection and ImplementationThe analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. One of the most meaningful relationships any introducing broker-dealer has is with its clearing provider. In this week's episode, Managing Director Pete McAteer discusses what you should do after you've identified any gaps in your clearing platform needs, including a discussion of the selection and implementation processes. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to...2020-03-0423 minOyster Stew - A Broth of Financial Services Commentary and InsightsShould You Be Assessing Your Clearing Platform?Are you getting the most out of your clearing partner?Are your costs where they should be?Are you looking to improve your service, technology and financial position?One of the most meaningful relationships any introducing broker-dealer has is with its clearing provider. In this week's episode, Managing Director Pete McAteer discusses when and why you should be evaluating your clearing platform, and things to consider. Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our i...2020-02-2714 min
Soccer AM PodcastNeil 'Razor' Ruddock | Winding up Eric Cantona, stealing Alan Shearer's fridge and Steve Sedgley eating urinal cakes!Former Liverpool, Spurs, West Ham and England defender Neil 'Razor' Ruddock joins for this week's podcast and boy, does he have some stories to tell!Razor tells us about the time he stole Alan Shearer's fridge (and almost ending Al's career in the process), hear about Steve Sedgley's disturbing eating habits (fresh urinal cake, anyone?) and discover how he hid his Millwall tattoos from West Ham fans.We also hear about Liverpool's Spice Boys era from the original Old Spice; how did the Liverpool team bus lose a windscreen? What happened when a fan...2018-05-071h 03