My Day in the Life as a FINANCIAL ADVISOR!

Josh Olfert is a professional CFP wealth advisor and the Founder of Haven Wealth based in Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal finance to the world, in an effort to improve financial literacy and help advisors and their clients 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.

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.

[eddiebranon]

What time are you up to give you that time to be by yourself?

You're awesome man. I've watched almost all of your videos. I'm in the time of my life figuring out what I want to do, and you've done a great job showing what a financial advisor does. Your honesty and genuine content is incredible and I look forward to watching more and more. Thank you Josh!

[davezoller]

Thanks for this video, Josh. I like how you have a block of time for big projects that move the needle.
I recorded a video for Advisors on how much time to spend on Marketing, New Business, Current Clients, Operations, and working ON the business.
I thought it might be helpful for any newer advisors out there.

[amittaneja]

Josh got a question for you. By the way you are the best financial planner personality on the internet! lets go!!! okay back to my question. How much administrative work is involved in financial planning. I am a mortgage broker now and there is quite a bit, but wanted to compare that to financial planning - i feel as tho financial planning would be less. You do both, so you're the best to answer this q.

[dillonbrooks]

Question: Did you do the zoom call in the hoodie and do you normally see that clients care a lot about how you're dressed when doing zoom calls with them?

[djstockt]

Changing careers at 30. Looking to either get into accounting or financial advising. Do you have any advice?

[ozkarschroeder]

Going to be a freshman in college next year and majoring in Finance. Hopefully I can get my CFP shortly after and follow this path. Do you have any specific tips or advice to people entering this career?

[mattguarino]

Got the like because of the post-work golf

[yjvdk]

I'm a sophomore in highschool right now and am looking for career options and this looks interesting. Still kind of scared bc of so many career options

[imgarrett]

Thanks for the video! I’ve been wanting to be a financial advisor for years. Currently a sophomore in college working at a credit union. What would you recommend to build a resume for finance?

[BadWeatherfreak]

What study material would you recommend to get series 7 and 63?

[Ywavvy]

can you make a video stating the differences between a financial advisor and a financial manager?

[farzad_tahamtani]

Josh thank for sharing inspiring videos. If it’s possible, please share the name of the platform which you use to create a watchlist of all the stocks you track 🙏🏻

[blakehyma]

Hi I’m a 8th grader and I have to pick my high school classes in a few months I was curious on what classes I should pick if I want to pursue this career?

[maeganclark]

So do you work for an investment firm?

[nateharris]

I see the riskalyze sir! Haha keep up the great videos

[BadWeatherfreak]

If you leave a firm you take your customers with you?

[txtrio]

Do financial advisors take your money and invest it back into stocks and take out a commission fee or what exactly? I need to invest money but would rather just pay someone that has more knowledge to do it for me

[himani]

Do we need some kind of certification in Canada? I am mba in finance from India

[RamRam-cgrq]

Everyday is different!!! I can't think of more boring job than this, no offense

[paganohiggins]

Investing in crypto now should be in every wise individuals list, in some months time you'II be ecstatic with the decision you made today.