Financial Advisors BEST Advice for NEW Financial Advisors
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Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.
All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.
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Hi
I’m mulling this over a bit but this does not seem like very good advice to me. If you are starting or running a business in 2026, please do not just do random things and hope that they eventually work out. Create a plan. You should have goals that are time bound and actionable with strategies and tactics specific to achieving those goals. Absolutely doing the small things every day when building a business is necessary. Marketing is much like investing in that it compounds on itself. It is true that typically unless you are very, very lucky a single action is not going to change your business, so I agree with that part. However, doing the small things every day should be done intentionally with your plan in mind, with your goals in mind, and with your strategies in mind. It should absolutely not be a random hit and hope strategy that some random act of something or another is going to eventually pay off in nine years. Everything you do should be done with intention. This is coming from someone who has been a marketing director for an independent RIA for seven years and has helped them grow to multiple millions in ARR.
Simple language and clear explanation, thank you.
I'm currently being sponsored to become a financial advisor. Do you think someone should leave a regular job and go about it full time with having some money saved?
Sounds a lot like being a realtor 😂
Josh Olfert__________The Man___________The Myth_____________The Legend !!
The whole "10+ minute videos get boosted by the algorithm" thing really turns me off of a lot of channels. Say what you need to say, then cut. Otherwise, I'm out. 3.5 minutes in and I still don't know what you're talking about. Bye.
Patience is key💯
This is my dream, wish me luck.
You should make TikToks
I don’t understand the advice fully. 🫤
Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!
i need a financial advisor
Hay quá
Hay quá
love your videos man
I currently own a business in another industry but am looking at making a career change after 20 years. Knowing that the first few years as an advisor is a grind (as with any business), what kind of runway would you say would be needed? Would I need to have a couple years of expenses set aside as an emergency fund or would you try to juggle both businesses until the FA part takes off? What would you say would be the best way to make a transition?
As a "new" financial advisor, I can say this is spot on. I am slowly starting to see the small wins with connecting with great people and building a network. It takes time... lots.
Unrelated question: What brand shirt are you wearing? I see you typically wear short/long sleeve Tees like the one you are wearing in this video! Are they all typically the same brand? Thanks!
Long term networking is key, it is amazing how far staying true to yourself and being a good person will take you.
Great video, Josh.
I watched your video, it was great to see the video, a lot of nice content but I noticed that there are not enough views to subscribe to like comments. If you want, you will get many like and comment views on your video through advertisements. This will help to rank your video. And it will be very professional we can talk about how to grow....m
Value investing in yourself. It takes time but can pay out very well but it takes time.
Investing in bitcoin is the best investment anyone can do this seasons, because bitcoin investment made a lot of people millionaires
😆 Loved the voice change! So true about what they say LOL