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The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.
In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse
The Money Marketing Podcast
28 minutes
6 months ago
In Conversation With... Simon Harvey: Building a Cross-Border Financial Advice Powerhouse
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?
The Money Marketing Podcast
The latest news, views and expert analysis as the Money Marketing team are joined by leading industry guests.
