Day in The Life of a Financial Advisor in 2022

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.

[jmesweet]

Financial advisors save us money.
We appreciate you.

[carsonfletcher]

Just got my first job with a wealth management firm! Love watching your videos, you work super hard it’s inspiring.

[TheChosenOne]

You seem very passionate about this profession, wished everyone could be like this with their job! Truly inspiring

[onopxdx]

As a business major, this video gives me a greater idea of what it means to be a financial planner. I appreciate not only the video perspective of what it is that you do, but also the explanations of tasks and skills that are needed to do this job. After watching this video, I realize that being a financial planner requires social skills, strategic planning, and knowledge about the financial world to be competent in this role ... along with a great haircut. I also appreciate the aspect where you realized that this job is a business. And you can control how the business makes an impact for your community and for yourself (input/output reference). Thank you for this!

[bashirauwal]

Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!

[alphadoescommentary]

I’m a first year college student going into FP. I’m so excited to learn so much more about being a financial advisor. One day it’ll happen and I’m so stoked

[kylekruger]

Great video Josh! I'll definitely be saving this video for future replays due to all the gems you have dropped. Sending thumbs up as an Advisor based in South Africa!

[brianhines]

Great video. Having the opportunity to see the day in the life of an advisor is fantastic. Would love to see more of these.

[Michelle_Sanders]

How can I get a good financial advisor?

[jstreifel]

Raw, Real, and detailed. Great video!

[magusreborn]

Great video, first one I’ve seen from you and I learned a fair amount from just this Day in the Life video !

[itsspookytime]

As of right now I just dropped out of healthcare to follow my new passion of business and finance. I’m a freshman in college and I bought my first rental last year. I think this is truly the path for me as I love managing money, investing, and helping others do the same. Do you think I should work full time right now until next semester starts when I start my classes for this profession or would an internship be a better idea?

[searchbug]

Salute to all financial advisors out there! Thank you Josh for giving an example of a productive day. I'm just curious as to where and how you generate leads that bring in more prospects and eventually clients?

[TheBlackDrPhil]

Great video and thanks for the shoutout! That conversation with your barber should be a video. Would be dope

[jayf]

I really want to be a financial advisor. I love my accounting classes so far but this is so interesting! You gained a subscriber

[turtle_tank]

Start my internship this week as a financial advisor nervous but ready for the challenge!!

[jamalwhite]

Amazing video! I’m studying for all my series to become a FA but excited to start to educate the people not how to make money but how to keep it and allow your children to enjoy the fruits of your labor!

[SerenaZhang-]

saw my firm in there! im an internal wholesaler at Manulife haha glad you use us!

[PositiveVibesOnly]

Hi! I am new to your channel and the amount of info is amazing! thank you so much!

[Investingwithcole_]

Love your content! Currently studying BBA, with hopes of one day being a financial advisor as well.