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In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse
Manage episode 479856794 series 2645166
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In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
160 episodes
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Manage episode 479856794 series 2645166
Content provided by moneymarketing. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by moneymarketing or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
160 episodes
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Similar to The Money Marketing Podcast
Entrepreneurship empowers everyone
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continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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…
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And we are The Non-Prophets!... airing on the first and third Sunday of every month, starting at 3:00 PM Central (01:30-03:00 UTC) on our Youtube channel: https://www.youtube.com/thenonprophetsaca. The Non-Prophets focuses on atheism and the separation of church and state. Become a supporter of this podcast: https://www.spreaker.com/podcast/the-non-prophets--3254964/support.
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