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 massive and out loud.
Quickly, Yelton and Sparks devised an in depth plan for introducing Yelton to the business and serving to her acquire 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 strategy to constructing belief with the agency’s shoppers in order that they’d really feel comfy and assured when Sparks handed the baton to Yelton.
On this dialog with Commonwealth’s Becca Hajjar, senior vice chairman, area improvement, Yelton talks about conserving her eye on the endgame, having the suitable mentor in Sparks, and the tenacity of the ladies within the business who helped make her dream a actuality. Watch the video to study extra about Yelton’s story.