Adviser 3.0: The Podcast cover image

Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey

Adviser 3.0: The Podcast

00:00

Emotional elements and client empathy

Simon stresses empathy, using planners who've moved countries to coach clients through irreversible financial choices.

Play episode from 20:33
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app