Day In the Life of a Financial Advisor on Vacation!

This is how a financial advisor spends his life on vacation!

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.

[davezoller]

Great video, Josh. Coincidentally, I just got back from a 10 day vacation and recorded a video on my channel on how I was able to unplug completely without any work stress. Inever used to be able to do that in the past.

[birds_are_really_fierce]

Pretty sure he’s Canadian but he’s the most American Canadian ever haha nice

[michaelgomez]

Thank you for your channel! As a new advisor I love the perspective and value. I went independent in October of 2021 so I appreciate the honesty and transparency of the business because it really helps people like me.

[Grayzful]

Such a relevant video to make! Fantastic job Josh <3

[Investingwithcole_]

Love your content, very insightful. My favourite creator in the finance industry on YouTube. I don’t know how you don’t have more subscribers…

[msheppar]

Great video Josh. So true about perspective and travelling. Question though; does someone have to watch your book incase orders come in while outside your jurisdiction? Or do you have a partner/associate to handle orders for you?

My wife was organizing an event in Banff this week so I took the opportunity to join her and prospected ahead of time to line up meetings while I'm here on a mini-getaway from my usual "bubble" as you put it. Very blessed to have been given the opportunity in this industry and role that afford the flexibility and dynamic to operate at remotely.

As always; keep up the great content Josh.

[poni]

I honestly find all your videos super useful whether they’re technical or like this one and just getting your perspective on the industry. Especially from a Canadian point of view, getting your insight on the career I’m looking to switch into gives me so much clarity when talking to mentors and professionals in the business. Thanks Josh!

[shinichihiroshi]

Great content! Would you recommend Financial Advisor/consultant for an (very) introverted person?

[kirillburin]

Try to work on lighting, it can get better