How I Became A Financial Advisor (In CRAZY Detail)

This one watches more like a podcast! For those interested, sit back, relax and leave me a comment below (Oh, and join the advisor secrets newsletter below)

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management based out of Canada. Through this channel Josh shares his knowledge of wealth accumulation, personal finance and advisor success 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.

0:15 PERSONA (How my personality lead to this career)
2:46 EXCELLENCE (Becoming the best at something)
5:42 RECKONING (Realization I wasn't going anywhere)
8:50 OBSESSION (Hitting Green Lights)
24:30 REALITY SETS IN (Punched by reality)
31:04 THE GRIND (Starting Out)
37:22 Going Independent (Starting Haven)
44:09 Success & Lessons (Reflections)

[rocker]

Listen brother, what you went through is called life! I'm really impressed - a lot of people (maybe most people) don't have the courage to keep moving forward when things don't go their way. They settle and live a life without full satisfaction. You are unique - a real breath of fresh air! I turn 59 in August, I've driven truck over the road for 30 years. Six years ago, after 3 or 4 unsuccessful attempts - I got serious and went back to school while driving truck over the road. I graduated with honors. I was offered a position in my company to come out of the truck and manage the logistics for our road division. I took a pay cut but I'm home every night. I have a passion for finances and study on it quite a bit. To the point that I'm thinking about going back to school to get licensed and certified as a CPF. I don't want to turn it into a big business, I would like to do it to supplement my retirement and to teach young people how to set up their retirement. High school and parents (a lot of them don't know themselves) don't teach this and kids waste a lot of time and money because of (like you said) buying cars and stuff that's going to go away. I'll be watching all of or I know a lot more of your videos! Great job!

[Mtn-Fly]

Dude this is great. I am just starting my career as a financial advisor and am extremely excited but also very concerned. This was some great advice and life experience.

[kqgibson]

Hi Josh, I have my first level 3 interview for a position as a financial advisor at Northwestern Mutual. Wish me luck. I will be prepared and refuse to be discouraged by rejection.
Thanks for making this content, it is so easy to watch.

[caravanlifenz]

Fantastic video, Josh. I love the raw honesty and your ability to set your ego aside and talk about your past failures. Most people sweep their failures under a mat and never talk about it, or they'll blame others for their past mistakes instead of learning from them. Your emotional intelligence and maturity is admirable.

[VisionClearly]

I listened to this entire video and was just blown away by the quality and transparency.

[ruthkinney]

Thanks so much for sharing your story Josh. I did not have the same moments or epiphanies as a kid. I have always wanted to be an entrepreneur. Lots of ideas (too many), I finally had my epiphany while driving uberx having conversations with people about what their plans were in life. I realized I wanted to have the knowledge and ability to help them achieve their dreams, not just help them dream and maybe identify the questions to ask those who could help them.
I saw a lot of myself in you. Thanks for the encouragement! I look forward to more of your videos.

[Iceman-trades]

Amazing! Thank you so much for sharing your journey

[georgeinnasi]

Josh, i work in this industry as well and still trying to grind in hope of establishing myself in near future, my background does not have any finance but I've been self learning through books and browsing. Your videos has been a lot helpful so thank you so much for the awesome content you produce and am genuinely glad to see your success. Keep up the great works buddy.

[Investingwithcole_]

Thank you Josh for such an insightful and personal video. I am 21 years old and similar to you I sacrificed my sports career to pursue financial freedom. I am currently working my way through a Business degree at a Canadian University. I hope to be a financial advisor in the near future. This video provided me with a more realistic perspective on the challenges of starting your own financial advisory firm.

[TheLilflash]

Thank you for sharing. Very inspirational. I will follow your steps. 👍

[abbycantu]

I’m so glad I watched this. Thank you!

[kamyloh]

I'm so glad to find your channel!! Thank you for this video that gave me faith! I just started as a FA and all your content is really god-sent!

[Bestmariofanever]

Such a great video! I just graduated from a Financial Planning program in college and am starting my career in the financial services industry. You really inspired me, thank you man!

[SimbaLSG]

I am just starting out as a financial advisor. I’m still working towards entering the world of investment banking but your past experience and insight in both worlds is thought provoking for sure.

[romayneemmanuel]

Thank you very much for sharing your experience. A real eye opener. All the best!

[jerrybleich]

Thanks, this was a great input for me. Empowered me To try harder and keep going. Thank you.

[partyinghardgamer]

I was having so much doubt about trying this career, but after listening to you sharing. I honestly have nothing to lose and all to gain. Im gonna work hard and see it through.

[josueexantus]

Man I appreciate you!!! Thank you for taking the time not only to make this GREAT VIDEO, but also caring for our success! I’m 20 years old and your past experiences is my present life! Stress is through the roof! But you’ve helped me through your advice. I pray God continues to bless you and your family. You’re God Sent!

[calkramerr]

One of the most helpful videos I've watched

[attilathehun]

Hi from Australia. I've followed your channel for sometime. Our past are so alike, what you've experienced were soooo similar to what I have wasted in my good young 20s and early 30s. Now I am just quietly in 101 Financial planning, thinking why the hech I didn't start this before I knew all those "get rich quick" youtube channels😅🙃😂. I have just realised that Financial freedom and weight loss are two life style things that you need patience and not onece off project. Loved your channel, keep up the good work. This is where I come to find good motivation or positive energy as well, especially when each time I think should I keep sticking to FP or should I go into asset management or some sort. Thanks!