SLIME FREE Sales Strategies for Financial Advisors

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management. A Canadian financial services company. 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 clients and advisors 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.

0:00 Intro
0:48 A Terrible Sales Experience
2:33 Easily identify a bad sales process
2:58 Where Financial Advisors go wrong
3:40 Slime Free Strategy 1
4:50 Slime Free Strategy 2
5:17 Slime Free Strategy 3
7:22 Slime Free Strategy 4
9:59 Slime Free Strategy 5
12:08 What great sales feels like
12:22 Slime Free Closing
13:30 Sports Analogy

[JoshOlfertCFP]

Would you guys prefer if I cut the intro and storytime and got right to the value? Please reply here and let me know!

[JonathanLizRoland]

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274, 800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

[philipbetty]

I'm so excited 😊, my life has totally Changed since I invested $3, 500 and now make $31, 900 every 10, days. God bless Expert Michael Allen..

[davezoller]

Love it. Sales is NOT trying to convince someone to buy what they don't need.
Sales IS about uncovering the value of what you have to offer SO WELL that people are happy to exchange their money for that value you deliver.

[bentzyblumenfeld]

Love this! I've done sales for the past 2 years and have learned the sliminess of sales the hard way.
Hoping to be great right off the bat at sales in financial advising.
Btw, Broker dealer vs. independent, What are your thoughts on where to start?

[Lazaven]

See man this is the stuff they don’t teach you in financial advising school man this is great content glad I found you just as I’m starting my career as an advisor 😊

[nicholascheadle]

Love your stuff! This definitely articulated how I always wanted to approach sales. I was a medical device rep for a few years, and I had quite a few cringey pitches. I always had the most success with the docs who I had genuine conversations with.

Just passed my Series 7 and am so excited to get started! Thanks for all the well explained financial advisor tips! You’re the man!

[abdnmusic]

Really genuine and helpful insights into your sales experience. Your channel certainly embodies these principles, understanding your viewers and offering genuine help, which is why we keep coming back to learn more. Keep it up 👍🏻

[killerXover]

Do you have a list of go-to next level questions you have in your back pocket?

[aaronbrown]

I’ve been interviewing for an FA position that I will likely be offered and been doing extensive research. By far your videos have been the most resonant and articulate thus far. I will likely get through most of your videos. I really appreciate it. It’s really putting me at ease as I go into, this new venture

[TruthCrucified]

Love this! As much as I apply this method uin prospecting it was inspiratonal to listen while I work on a Sunday eve!

[ovoseans]

Great insight! As a new advisor this was perfect for me. Thanks so much!!

[marnisboersma]

Great topic and awesome suggestions. Have you considered a video on books you have read on Financial Advice/Investment Planning specifically that has changed the way you do business/look at your business.

[aaronayers]

Can you recommend some books on sales? You have a very unique and clearly refined approach to sales.

[maghmoodharris]

Always great to watch your videos Josh 👏🏻

[Grayzful]

Another great video! I cant get enough

[tbopens]

Great that u pulled in JBP and "love" into the idea of asking the best questions.
Magic wand is great.
My biggest learning 9mo in the business...shut up and let the client talk!!

[CoachGiancarlo]

Great video Josh! Right on the money, no pun intended.

[maxwellbaker]

Great content, from Canada as well!!!

[oryory]

Hey man, I’m pursuing licensing right now and your videos are extremely helpful and informative so I thank you for all your help.