Best CRS Team Podcasts (2025)

1
Our Big Announcement: Welcome to The Advice Business Podcast 39:51

3d ago39:51

39:51

A lot has changed — and we’re ready to talk about it. In this special episode of The Advice Business Podcast, Kelsey McKenna and Zach Conway sit down to unpack a transformative chapter in our story. From closing our Series A round to unveiling a new brand and dropping “Investor” from our name, we're sharing what these changes mean — and why they ma…

1
Updates on FARs, Corporate Governance & AML Compliance, VASP Regime, and CRS, as well as a reminder on Beneficial Ownership. 14:57

16d ago14:57

14:57

In this month’s episode, Chris Capewell, Anthony Mourginos and Saoirse Finnegan provide updates on FARs, Corporate Governance & AML Compliance, VASP Regime, and CRS, as well as a reminder on Beneficial Ownership. SPEAKERS: Chris Capewell, Partner | +1 345 814 5666 | [email protected] | View bio Anthony Mourginos | Partner | +1 345 814 5155 …

1
The 5 Growth Constraints: What's Holding You Back? 58:03

16d ago58:03

58:03

Are you the bottleneck in your own firm? 🚨 In this episode, Kelsey McKenna and Zach Conway announce a brand-new growth diagnostic framework that every financial advisor and firm founder needs to hear about. If you’re feeling stretched thin, unsure where to focus, or stuck in “fix-everything-at-once” mode — this is your chance to get unstuck. Kelsey…

1
Advisor Growth Stories: How a People-First Mentality Translates to Growth 55:37

1M ago55:37

55:37

Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️ On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% …

1
Advisor Growth Stories: How Leighann Miko increased her capacity 35% by hiring key roles 49:54

1M ago49:54

49:54

Advisor Growth Stories Begins! 🔥 What does it really take to build a thriving, values-driven advisory firm from the ground up? In our newest episode of From The Ground Up, we're launching a fresh series—Advisor Growth Stories—where we spotlight real advisors who are scaling their firms, breaking norms, and doing it on their own terms. First up: Lei…

1
Takeaways from Future Proof Citywide: What Building the 'Perfect Tech Stack' Really Means 48:56

2M ago48:56

48:56

What happens when the brightest minds in wealth management gather in Miami? Big ideas, game-changing strategies, and a glimpse into the industry's future. On this episode of From The Ground Up, Zach Conway and Kelsey McKenna break down their biggest takeaways from the Future Proof conference—from the latest tech innovations to the real challenges f…

1
Getting Hiring & Business Growth Right: Revisiting Our Conversation with Michael Batnick 48:57

2M ago48:57

48:57

Growing a financial advisory firm is tough. Hiring the right people, maintaining culture, and scaling strategically—it’s a delicate balance. In this episode, we're throwing it back to a conversation between Kelsey McKenna, Zach Conway, and Michael Batnick on the fundamentals of business-building in wealth management. They reflect on how Michael’s i…

1
Updates on Beneficial Ownership, Tax Information Authority penalty notices and VASPs 14:44

3M ago14:44

14:44

1
Reimagining the Advisor OS as Demand for Advice Increases 38:15

3M ago38:15

38:15

The financial industry is at a turning point. According to McKinsey & Company, the U.S. will face a shortage of 100,000 financial advisors by 2034, leaving countless families struggling to find the guidance they need. With demand for human advisors growing, firms that optimize their operating systems now will be best positioned for success. In this…

1
British Virgin Islands Regulatory Update - Beneficial Ownership Regime 11:46

3M ago11:46

11:46

1
Funnel vs. Flywheel: Changing Your Perspective on Advisor Marketing 41:39

3M ago41:39

41:39

Is your marketing strategy stuck in the past? It’s time to ditch the funnel and embrace the flywheel. 🔄 In this episode, we welcome Kelly Forst, Seeds' new Director of Marketing, as she joins Kelsey McKenna to break down what the traditional funnel model lacks and why thinking linearly could be a detriment to your long-term growth. Here’s what you’…

1
Episode 90: The End of SMEGMAGATE, a D*CK CHEESE Finale 33:30

4M ago33:30

33:30

CW: Poor Hygiene & Unsanitary Conditions In this episode of Champagne Room Secrets, your spicy worker friends talk all about romance! Kitty’s is blown away by a new date. Barbie is challenged to get “creative” in the bedroom. And the two break down their biggest pet peeves when it comes to clients’ grooming habits. ---------------------------------…

1
Episode 89: You Mean DRUGS? 25:53

4M ago25:53

25:53

CW: discussion of drug use In this episode of Champagne Room Secrets, your spicy worker friends take you on a journey through their experiences of clients mixing substances and sexy time. Barbie has a yap attack. Kitty’s hands won’t stop trembling. And the two try really hard not to say anything explicit that might get this episode taken down. #pop…

1
Episode 88: Thoughts on the next four years... 21:12

4M ago21:12

21:12

Barbie and Kitty share their thoughts and reactions about the 2024 election and the next 4 years... #election #politics #hope -------------------------------------------- 00:00 Intro + important redaction 01:35 Immediate thoughts & reactions to the election results 06:24 Wicked slander 07:05 Immediate thoughts & reactions to the election results co…

1
Episode 87: HAPPY NUDE QUEERS 35:22

4M ago35:22

35:22

CW: alcohol use, discussion of violence WAKE UP BABE - IT’S THE THIRD ANNUAL CRS HOLIGAY SPECIAL! In this episode of Champagne Room Secrets, your spicy worker friends are busting down the front door of 2025! Barbie looks back at a very successful year. Kitty tries to get cancelled. And the two are joined by their fabulous friend Gatita Negra for th…

1
Measuring Your Value And Differentiating Your Financial Advisory Firm with Tom Rieman 49:05

4M ago49:05

49:05

Is your value proposition really delivering what clients want? 🤔 In our latest episode, Zach Conway, Kelsey McKenna sit down with Tom Riemann, CEO of Practice Intel, to explore the gap between what advisors think they provide and what clients actually value. Spoiler alert: there’s a lot more to it than just great advice. Here’s what you’ll learn: 🍽…

1
Updates on Beneficial Ownership, Virtual Asset Service Providers, CIMA and Financial Reporting Authority 13:05

5M ago13:05

13:05

In this episode, we discuss: Beneficial Ownership Update Virtual Asset Service Providers (VASP) Update Cayman Islands Monetary Authority (CIMA) Update Financial Reporting Authority (FRA) Update SPEAKERS: Patrick Head | Partner | +1 345 814 5377 | [email protected] | View Bio Jennifer Parsons, Professional Support Lawyer | +345 814 5155 | jenn…

1
New Year, New Plans: How to Prep for Growth in 2025 33:40

5M ago33:40

33:40

Financial Advisors & Business Owners – It’s time to wrap up 2024 on a high note and set the stage for an incredible 2025! In this episode, Zach Conway and Kelsey McKenna share their insights on how to reflect, refine, and recharge your business strategies. Don’t let another year slip by without optimizing your growth potential! Here’s what you’ll l…

1
CIMA FAQ, Corporate Governance, Thematic Review Report, Warning Notice on Phishing Emails. Virtual Bill, 2024. BOTA. SAR Consent Regime 17:03

6M ago17:03

17:03

In this episode, we discuss: CIMA FAQ – Corporate Governance – Operator Meetings CIMA Thematic Review Report – Corporate Governance CIMA Warning Notice on Phishing Emails Virtual (Service Providers)(Amendment) Bill, 2024 SAR Consent Regime Beneficial Ownership Reminder Director Deregistration Reminder SPEAKERS: Chris Capewell, Partner | +1 345 814 …

1
Winning Next Gen with H. Adam Holt of Asset-Map 41:22

6M ago41:22

41:22

In this episode of From The Ground Up Podcast, Zach Conway, Kelsey McKenna, and guest Adam Holt explore how financial advisors can enhance client relationships through clear communication and innovative tools like Asset-Map. They discuss simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet t…

1
How To Apply A Tech Product Mindset To Build Your Service Offering 40:33

6M ago40:33

40:33

In this episode, we dive into the key transformations advisory firms need to create a service offering that drives organic growth. Zach and Kelsey discuss how entrepreneurial advisors can apply strategies used by start-ups bringing a new product to market to improve upon their service offering. They emphasize starting with a clear understanding of …

1
DOUBLE EPISODE Updates on Beneficial Ownership, CIMA, DITC enforcement, FATF and Economic Substance | Important Year End Reminders 25:21

7M ago25:21

25:21

In this month’s episode, a special double episode, Chris Capewell, Patrick Head, Michelle Bailey and Jennifer Parsons provide updates on Beneficial Ownership, Cayman Islands Monetary Authority (CIMA), Financial Action Task Force (FATF) and economic substance. They also discuss the Department for International Tax Cooperation (DITC) enforcement, ann…

1
Scrappy Marketing Tactics to Kickstart Lead Gen 43:24

7M ago43:24

43:24

Scrappy Marketing Tactics to Kickstart Lead Gen In this episode, co-hosts Kelsey McKenna and Zach Conway explore high-quality lead generation strategies in wealth management, emphasizing the need to move beyond traditional SEO by directly engaging with target audiences and leveraging customer feedback. Drawing from real-world examples like Ritholtz…

1
Episode 86: I HATE GAY HALLOWEEN 19:39

7M ago19:39

19:39

CW: haunted paraphernalia What do you mean you’re The Activator from instant cult classic The Substance (2024) starring Demi Moore and Margaret Qualley?In this mini episode of Champagne Room Secrets, your spicy worker friends wish you a HAPPY HALLOWEEN! Kitty communes with a spirit. Barbie uncovers a MURDER??? The two share a toast to one year of f…

1
Recapping the Best Moments of Season 1 47:59

7M ago47:59

47:59

In our season finale, we look back on the past 25 episodes. We’re grateful for the lessons, laughter, and even tough moments that have shaped our journey. We talk about keeping clients, meeting compliance, and using personality insights to build a stronger team. This season has been all about sharing what we’re learning along the way, and as we loo…

1
Episode 85: Working through a K-HOLE 35:43

7M ago35:43

35:43

CW: substance use, sexual content In this episode of Champagne Room Secrets, your spicy worker friends invite you into the yap session! Barbie falls down not one, but TWO rabbit holes. Kitty has the wildest ride of their life. The two kiki about new clients and a few old faithfuls. Shoutout to K-Hole Ken! -------------------------------------------…

1
Realizing the Firm of the Future with Rossby’s Andrew Evans 52:03

8M ago52:03

52:03

What if the future of financial advising is more personal, tech-savvy, and engaging? In this episode, Andrew Evans, CEO of Rossby Financial, shares how he's putting the industry on notice with new technology inspired by Disney’s "plussing the park." We also look back on the Future Proof festival—celebrating progress, tackling challenges, and turnin…

1
Why They Leave: Top Reasons Customers Walk Away 54:19

8M ago54:19

54:19

In this episode, we explore how AI can help financial advisors by handling routine tasks, letting them focus more on building personal connections with clients. We also discuss why clients sometimes leave, even when they seem happy, and offer tips for client retention, like clearly articulating the value of your services. Plus, we talk about the im…

1
Episode 84: MrBeast, San Diego Comic-Con, and TRAFFICKING (also a work bag tour) 40:28

8M ago40:28

40:28

In this episode of Champagne Room Secrets, your spicy worker friends bring you hot takes on some HOT TOPS. Kitty deep dives on the recent San Diego Comic Con trafficking sting. Candi exposes the dark side of MrBeast’s reality show Beast Games. Then as a palette cleanser, both play a round of “What’s In My Bag”! Want to see Candi and Kitty LIVE IN P…

1
The Top 3 Most Overlooked Issues Facing Wealth Management 48:57

8M ago48:57

48:57

In this episode of From the Ground Up, we discuss strategies for startups deciding whether to hire new talent, improve current systems, or use technology to tackle growth challenges. We highlight the risks of staying complacent, especially for advisors nearing retirement, and debate whether bringing in fresh expertise is better than optimizing exis…

1
How to Build (and Keep) Customer Trust Through Your Customer Experience 43:41

9M ago43:41

43:41

In this episode, we explore how to build and keep customer trust from sales to onboarding. Learn practical tips for handling setbacks, improving customer satisfaction, and why hands-on leadership with direct customer engagement is key to growth. Plus, enjoy a fun Taylor Swift quiz and insights on modern investments. And stay tuned until the end to …

1
What Do You Really Mean When You Say You Want To Grow? 37:36

9M ago37:36

37:36

In this episode of "From the Ground Up," Kelsey and Zach discuss what they hear from advisors about growth. While many advisors and other types of business may say they want to grow, what do they really mean? Are they seeking growth in the current business model? Are they talking about changing their business model? Or do they really just mean that…

1
Updates from the Department for International Tax Co-operation (DITC) and to the Beneficial Ownership Regime (BOR) 25:24

10M ago25:24

25:24

In this episode, Chris Capewell, Alex Howard, Anthony Mourginos and Jennifer Parsons discuss: Department for International Tax Co-operation (DITC) Update Beneficial Ownership Regime (BOR) Update Speakers: Chris Capewell, Partner | +1 345 814 5666 | [email protected] | View bio Alex Howard, Partner | +1 345 814 5179 | [email protected] …

1
What Does Being An ‘Early Stage Start-Up’ Even Mean? 45:15

10M ago45:15

45:15

Ever wondered what sets an early-stage startup apart from traditional businesses? Join Kelsey McKenna and Zach Conway on "From the Ground Up" as they dive into the essence of early-stage companies. Through listener questions and personal stories, they explore the unique challenges and opportunities startups face, from vision and growth strategies t…

1
Episode 83: STRIPPING and FOOT WORSHIP! Interview ft. JESSICA 33:38

10M ago33:38

33:38

We interview the iconic Jessica (@never_._meant) a stripper extraordinaire who shares some experiences from their 13+ career in the industry. We also touch on dipping their toes (pun intended) into foot worship and how they believe the strip club industry should evolve to include queer, trans, fat, and BIPOC dancers. -------------------------------…

1
Remote Culture: Creating Collaboration and Positivity Outside of the Office 39:17

10M ago39:17

39:17

Ever felt like quitting when setbacks hit your new business? We've been there and come out stronger. Join us as we share actionable strategies for staying motivated and tackling challenges head-on. Remote teams can thrive, but how do you build genuine connections when everyone is miles apart? From quarterly in-person meetings to intentional communi…

1
British Virgin Islands Financial Action Task Force FATF Report 16:14

11M ago16:14

16:14

In this bonus episode, Chris Capewell, Chris Newton, Matthew Gilbert, Nikki Wood, Daniel Moore and Alice Reid discuss the British Virgin Islands Financial Action Task Force ("FATF") Report. Key concepts from this discussion include money laundering, terrorist financing, proliferation financing and targeted financial sanctions. Speakers: Chris Capew…

1
You Can’t Be 80% Right: The Effects Of Misdiagnosing Business Problems 35:12

11M ago35:12

35:12

What if you’re solving a problem that isn’t really the problem? In this episode of “From The Ground Up,” Zach Conway and Kelsey McKenna explore how misdiagnosing business problems can just lead to more problems rather than solutions. They also cover how perceived industry trends may not always be your best guide in making business decisions. Instea…

1
Episode 82: Another Shift at the HJ Factory 32:52

11M ago32:52

32:52

Come see Champagne Room Secrets LIVE in San Francisco! Friday 7/19 in the Champagne Room at OASIS 50% discount for fellow s*x workers - email us at [email protected] In this episode of Champagne Room Secrets, your spicy worker friends catch up about their most recent shifts at the HJ Factory. Candi has a shocking surprise! Kitty gets their dre…

1
Beyond The Tech: Delivering More Than Just Your Product with Torie Happe 35:33

11M ago35:33

35:33

The product you're selling is of course important. It needs to deliver on something that solves a critical problem for your customer. But your customer ultimately has many different problems that your product doesn’t solve. They’re facing other complexities and questions beyond the scope of your solution. In this episode of From The Group Up, Zach …

1
FATCA and CRS Update, CIMA AML Surveys, CIMA Rule and SOG on Market Conduct, CIMA Policy on VASP Registration and Licensing, FRA Updated SARs Guidance 15:05

12M ago15:05

15:05

In this episode, we discuss the FATCA and CRS Update, CIMA AML Surveys, CIMA Rule and Statement of Guidance on Market Conduct for Trust and Corporate Service Providers and Company Managers, CIMA Policy on Virtual Asset Service Provider ("VASP") Registration and Licensing and the Financial Regulatory Authority ("FRA") Updated SARs Guidance. SPEAKERS…

1
Do Your Customers Think You’re Worth Your Fee? 38:08

12M ago38:08

38:08

Why do many people still misunderstand the value of financial advisors? Zach Conway and Kelsey McKenna dissect a conversation with a startup expert who doesn't use an advisor. Discover how to communicate value, address misconceptions head-on, and connect with clients on a deeper level. Connect with us: Zach Conway on LinkedIn Kelsey McKenna on Link…

1
Implementing Human-First Advice with Ross Marino 25:22

1y ago25:22

25:22

How does understanding a client's money story transform financial planning? Going from “answer man” to “question person” is uncomfortable, but Ross Marino encourages advisors to take the plunge. Two questions is all it takes to have more gratifying and enlightening conversations with clients. “You have to take a human first approach. Some people ge…

1
Episode 81: F***ing Like RABBITS 45:32

1y ago45:32

45:32

In this episode of Champagne Room Secrets Podcast, your spicy worker friends are BACK. Spring break is over but Kitty is SPRUNG. Candi explores a new f*tish. And the two catch up on work by roasting their worst clients' emails! -------------------------------------------00:00 Intro01:15 Champagne Secrets of the Week!06:23 Breeding kink client!11:55…

1
A New View on the Advisor Support Model with Avise 46:47

1y ago46:47

46:47

Many financial advisors find themselves juggling the roles of advisor and business owner. To grow effectively, founders should focus on one role and seek support for the other. Advisors want to maintain their independence and brand identity but struggle to build a business from scratch without substantial infrastructure. This creates a dilemma: joi…

1
Beneficial Ownership Regime Updates, SAR Regime, Common Reporting Standard and Amendments to the AMLRs 17:52

1y ago17:52

17:52

In this month’s Cayman Islands Regulatory 15/15 podcast, Chris Capewell, Tim Dawson and Anthony Mourginos discuss updates to the Beneficial Ownership Regime, SAR Regime, Common Reporting Standard and Amendment to the AMLRs. Speakers: Chris Capewell, Partner | +1 345 814 5666 | [email protected] | View bio Tim Dawson, Partner | +1 345 814 55…

1
Connecting with a New Generation with Dr. Preston Cherry 35:08

1y ago35:08

35:08

The younger generations want to give and receive financial advice in a drastically different manner than Gen X and those before them. By creating an authentic company culture that emphasizes the importance of human connection and cross-generational sharing, firms can both serve and attract the next generation of investors and employees. Zach Conway…

1
Human-Centric Advice with Brian Portnoy 37:13

1y ago37:13

37:13

When financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKen…

1
Russia Sanctions - New Specific Licensing Ground (Divestment), DITC Bulletin and Ongoing Enforcement, New CSV Technical Guidance on Beneficial Ownership Filings, FATF Recommendations 15 and 24 18:03

1y ago18:03

18:03

In this month’s Cayman Islands Regulatory 15/15 podcast, Patrick Head, Adam Huckle and Lisa Page discuss Russia Sanctions – new specific licensing ground (divestment), the DITC Bulletin and ongoing enforcement, new CSV guidance on beneficial ownership filings and FATF Recommendations 15 and 24. Speakers: Patrick Head | Partner | +1 345 814 5377 | p…

1
Embracing Technology to Scale Your Business with Anthony Stich 51:02

1y ago51:02

51:02

With many modern clients walking away from legacy firms, advisors must ask themselves how they can adapt to serve their clients’ needs. Anthony Stich, a seasoned Chief Revenue Officer, Chief Growth Officer, and Chief Marketing Officer, sits down with Zach Conway and Kelsey McKenna to dive into why some advisors shy away from new technology and best…

Podcasts Worth a Listen

CRS Team Podcasts

Podcasts Worth a Listen