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 workers 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 targets, outline priorities, and set up a timeline. This course of included a collaborative method to constructing belief with the agency’s shoppers 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, discipline growth, Yelton talks about holding her eye on the endgame, having the best 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.
