Tech choices and lessons learned

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.