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Financial Advisors BEST Advice for NEW Financial AdvisorsNew!!

Join the Advisor Accelerator Here! https://www.skool.com/the-haven-advisor-accelerator-2966/about Instagram: https://www.instagram.com/josh_olfert/ Twitter: https://twitter.com/josholfert Filmed and Edited by: https://www.instagram.com/its.max.kay/ Haven Wealth Management: https://www.havenwealthmgmt.com/ 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 […]

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Paying a 1% Advisor Fee: Worth It or Overpriced?

00:00 Intro 00:26 Client’s with Advisors 02:51 Working with a Planner 05:03 Worth It? 06:08 Do Your Homework 06:56 Stories of Advisors 10:54 Fee Structures 11:54 Worth It 13:12 Bloopers Some of my favorite books: https://amzn.to/3KF3tlr Camera & equipment I use: https://amzn.to/3Z20lof Disclaimer: Please note that this video is made for entertainment purposes only and […]

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