My BIGGEST Mistakes as a Financial Advisor...

Today we talk about the biggest mistakes that I have ever made as a financial advisor, and some decisions that may have cost me my career if they had gone differently.

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.

[brighteducationfinance]

Hey Josh. Today was my first day as a financial adviser.

[brianhines]

Great video. Hearing about how you recovered from a mistake is priceless info. That has to be the scariest part of the job but being totally honest with them and how you turned it around, was fantastic.

[shavonnesmith]

I love these videos, they’re so informational! Never stop sharing!

[financialownership]

This is awesome man! Appreciate you being candid.

[christiananderson]

Taking the series 7 and 66 after that. Already have the SIE and 2-15. Really enjoy your channel bro

[brandondelapena]

Can you please make a quick video on how you handled the pandemic crash, what went through your head during the time, how your clients reacted, and how you talked to your clients and explain to them what’s going on and what your plan was moving forward

[TheFitBizCPA]

Great pointers, I'm taking the SIE, series 63 and 79 for my job and it suckssss

[blythemajors]

Some great lessons in your videos buddy!

[lisanguyen]

Thanks you for sharing your life lessons to help us learn from your honest mistakes. Great content!
Liked and subbed 👍

[nikopriest]

After watching 5 videos, I SUBSCRIBED! You're good man, top tier value! 👌

[joshjudyperkins]

Great content how ever the light from outside is messing with your Auto filter for color.

[wraithkiss]

Yup. That’s the truth. It’s hard to keep some of those barriers up when clients are friends. I’ve walked up to that line a few times and had to zip it and interrupt myself. Without trust you’ve got nothing.

I had to serve myself some crow pie with a couple fat fingered trades. Those are the worst. Very human.

Thanks for the vid.

[piskooooo]

Being a FA sounds so much scarier than a realtor lmao wow

[Pepestock]

Thoughts on starting a debt solutions company where we work with people to get out of debt (dave ramsey type service) with budgeting and attacking debts etc. BUT without being a CFP