Adviser 3.0

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The podcast for financial advisers.

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Latest Episode

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.

Previous Episodes

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Ep.108 - Chris Hindle & James Mackay on Building a Modern Financial Planning Firm from the Ground Up

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Ep.107 - From Paraplanner to Owner: The Real Story Behind a Successful MBO with Lisa Johnstone
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Ep. 106 - Elevating Women’s Wealth with Sarah Roughsedge of Eva Wealth
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Ep. 105 - Mastering Marketing as a Financial Adviser with Phil Bray
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Ep.104 - Game Plan for Wealth: Emmelia Powell on Social Debt & Athlete Advisory Challenges
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Ep.103 - Financial Planning For Elite Athletes with Patrick Foley
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Ep.102 - Soul of Wealth: Dr. Daniel Crosby on Connecting Money and Meaning
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Ep. 101 - From Harvard to High Performance: Chirine Harb on Leadership, Trust & True Wealth
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Ep. 100 – Integrating Lombard Lending into Holistic Financial Planning with David Newman
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