Barron's Advisor Emily Malone: It’s Never too Late to Become an Advisor | Next Gen
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Aug 28, 2025 Emily Malone, a former attorney turned financial advisor at Wells Fargo, shares insights on transitioning careers and maximizing value in advisory roles. She highlights the importance of genuine client relationships, especially with younger clients. Emily discusses launching Finance 101 seminars for the next generation, aiming to boost financial literacy. She dispels myths about predicting interest rates, advocating for diversification instead. Ultimately, she emphasizes the need for more women in financial advising and the role of technology in fostering personal connections.
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From Federal Law To Family Wealth
- Emily left a six-year legal career in federal student aid to join her family's wealth advisory business. She valued law for analytical training but wanted work focused on helping people plan for their best days.
Use Skills And Mentors To Pivot Successfully
- Isolate which skills you enjoy from your prior career and seek honest mentorship during transitions. Join peer groups to share tools, systems, and candid emotional support while learning a new role.
Stop Chasing A Finished To-Do List
- Accept that you will not finish every task each day in advising and that constant to-do lists are normal. Reframe expectations to reduce burnout and focus on high-impact client work instead of perfect completion.