Barron's Advisor

Rachel Elson: How I Became a Lead Advisor at an $8B RIA in 5 Years

Apr 22, 2025
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ANECDOTE

Unexpected Joy in Advising

  • Rachel Elson found financial advising much more fun than expected compared to journalism.
  • She enjoys helping clients she likes make smart financial decisions every day.
ADVICE

Handling Heavy Client Talks

  • Use empathy and boundaries to handle heavy client conversations like layoffs or health issues.
  • Acknowledge these are tough but less frequent for Rachel's mostly healthy, younger tech clients.
ADVICE

Leverage Journalistic Skills

  • Leverage journalistic skills to ask probing questions and detect incomplete client answers.
  • Embrace intimate knowledge of clients' personal life stages for better planning.
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