The Fun Side Of Business

Breaking Stereotypes in Financial Advising

Subscriber Episode RSZ Accountancy Episode 8

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Ever wondered when you're "wealthy enough" to speak with a financial advisor? Caroline Russell shatters that misconception with her refreshing approach: "whenever you want." As a young female representative of Quilter in an industry dominated by older men, Caroline's journey breaks every stereotype in financial advising.

Caroline's path wasn't straightforward – What makes her story particularly powerful is her resilience after being told she "wasn't good enough" in her chosen field.

What truly sets Caroline apart is her commitment to helping everyone, regardless of their financial situation. Whether you're £5,000 in debt or have modest savings, she believes financial guidance should be accessible to all. She's torn down the intimidating barriers, making it approachable for younger generations who might otherwise never seek professional financial help.

Our conversation with Caroline reveals how business relationships are evolving beyond formal interactions into genuine human connections. Her authentic, straight-talking approach dismantles the walls between financial professionals and their clients, creating an environment where honest conversations about money can flourish. 


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