The Fun Side Of Business

Trust, Community, and Financial Planning

RSZ Accountancy Episode 12

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What makes a financial advisor truly effective? Is it technical knowledge, product expertise, or something more fundamental? Colin Low, founder and Managing Director of Kings Fleet Financial Planning, reveals it's about striking the perfect balance between expertise and accessibility.

The chat takes a fun twist when Colin shares his big aha! moment about client conversations. “I had too much knowledge and was overcomplicating things,” he admits. That’s when he figured out how to strip away the jargon and explain money stuff in plain English. Now, that’s the secret sauce at Kings Fleet—making finances make sense. 

Whether you’re laying bricks, painting walls, or planning pensions, being good at your job shouldn’t put up walls with people. As he puts it: “We’ve all got our flaws—we can’t all be brilliant at everything!” 

Whether you're in financial services or any other business, Colin's insights on building trust, communicating clearly, and contributing meaningfully to your community offer valuable lessons for sustainable success. Subscribe now and join the conversation about the human side of business.

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