Adviser 3.0: The Podcast Ep. 109 - From One Country to Two Continents: In Conversation with Simon Harvey
11 snips
Jun 26, 2025 Simon Harvey, founder of BDH Sterling who built a cross‑jurisdiction financial planning firm serving UK–Australia migrants. He talks about founding and scaling a bi‑national practice, aligning teams across time zones and offices, solving pension transfers and multi‑currency investment challenges, and why depth in two markets beats broad global expansion.
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Use Direct Authorisation And JV To Scale
- Get directly authorised if your business model needs autonomy rather than fitting into incumbents' constraints.
- Use joint ventures to enter a new jurisdiction with less capital before integrating fully.
Group Operating Model Bridges Jurisdictions
- A group operating model aligns processes, planning and people across time zones and regulations.
- Supporting cross-office moves and frequent calls builds cultural and operational cohesion.
Lead With Problem-Solving To Win Clients
- Solve a clear migration pain point first to win clients, then convert them to ongoing financial planning.
- Focus on common problems migrants face and build services that address them directly.
