When Joleen Yelton, principal and advisor of Sparks Monetary Companies, first set out on a path towards a psychology profession, she by no means imagined changing into a monetary advisor and enterprise proprietor. However when her cousin, advisor, and Sparks founder, Cheryl Sparks, expressed curiosity
in recruiting Yelton throughout a household trip, she started to dream large and out loud.
Quickly, Yelton and Sparks devised an in depth plan for introducing Yelton to the trade and serving to her achieve expertise to evolve from employees member into Sparks’s successor. The transition didn’t occur in a single day—the 2 labored with a enterprise coach for greater than 10
years to set objectives, outline priorities, and set up a timeline. This course of included a collaborative strategy to constructing belief with the agency’s purchasers so that they’d really feel snug and assured when Sparks handed the baton to Yelton.
On this dialog with Commonwealth’s Becca Hajjar, senior vice chairman, area growth, Yelton talks about preserving her eye on the endgame, having the fitting mentor in Sparks, and the tenacity of the ladies within the trade who helped make her dream a actuality. Watch the video to be taught extra about Yelton’s story.
