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When Joleen Yelton, principal and advisor of Sparks Monetary Providers, 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 business 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 in order 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 improvement, Yelton talks about retaining her eye on the endgame, having the best mentor in Sparks, and the tenacity of the ladies within the business who helped make her dream a actuality. Watch the video to be taught extra about Yelton’s story.
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