CheckMate

I see a lot of things, especially in some forums I’m familiar with, that claim to describe just what life looks like for a successful financial advisor in a big wirehouse these days. Let’s just say I don’t always have a lot of confidence in some of what I read, so whenever I see something I know is representative of “the real deal”, I like to point potential advisors toward it.

So, here’s one of those for you…

Susan Yelen just made the list of Barron’s Top 100 Women Financial Advisers, and was recently interviewed by her local newspaper, the Wilkes-Barre Times Leader. She talks about a lot of things, including how she came to be a financial advisor, teaming, what she discusses with clients, what it’s like being a woman in what has traditionally been a male industry, and so on.

There’s a wealth of information in what’s really a very short article - please go read the original and I think you’ll see what I mean:

Making the list - Susan Yelen on exclusive list of financial pros

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