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Adviser 3.0: The Podcast
Abraham Okusanya
118 episodes
21 hours ago
The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.
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Investing
Business
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All content for Adviser 3.0: The Podcast is the property of Abraham Okusanya and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.
Show more...
Investing
Business
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Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey
Adviser 3.0: The Podcast
44 minutes 11 seconds
4 months ago
Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

Ever wondered what it takes to run a financial planning firm across two continents? In this compelling episode of Adviser 3.0, we sit down with Simon Harvey, founder and owner of BDH Sterling, who has built something truly unique in our industry.From a single boutique firm helping UK clients move to Australia, Simon has created a powerhouse operation with 50 team members across three offices (Epsom, Sydney, and Perth), managing £500 million in assets for over 1,200 families.

Adviser 3.0: The Podcast
The Adviser 3.0 Podcast is hosted by Abraham Okusanya. Get ready for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.