The Most PROFITABLE NICHE for Financial Advisors

In today's video we discuss profitable niches and why as a young wealth management financial advisor I choose this niche.

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and financial planning 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.

[roboemig]

Wasn’t sure where you were going with the graph at first but it’s SO true. It took some time for me to realize sometimes the folks you wanted/expected to work with just didn’t fall on the graph right and the bright side is it makes room for the willing who really want or need the guidance! Great vid.

[davezoller]

Good video. We found that there are a LOT of self-diagnosed DIYers out there. But after a 30-minute call, they realize the value of a planner. Don't discount the DIYers to early.
But I totally get your message here.

[WhisperingDucky]

Hi Josh thanks for the great video and welcome back! I love these videos as I get to learn other insights from different advisers around the world and use some of that in my daily life. Keep up the great content all the way from New Zealand!

[TylerF.MSF_FA]

Absolutely excellent video. I loved this, and it's so right!

[marnisboersma]

Hi Josh,

Just wanted to pop in from South Africa, glad to see you are back. I think addressing the Advisors and tips and tricks for them rather than focusing on what you think a client would want to see in your videos is a great shift, to be honest I think most of your audience was someone in the Financial industry all ready. At least from my side the change in video content has made me want to watch every single one going forward, compared to only watching a select few in the past.

Looking forward to seeing what's to come

[ChristopherChiu]

Hey Josh, just found your channel yesterday and already started binging as this is a new career for me. Your videos are super helpful so thank you for your time & energy. Already sub'd and put on notifications :)

[tonygarassino]

Great video, Josh. The explanation with the graphs make total sense!

[Grayzful]

Super insightful. Thanks for sharing Josh

[tonyg]

Excellent video man - I’m an FA in Cleveland Ohio been following you for a couple years now great job very good content keep it up 💯

[vanessaarsenault]

You sure provide value 🤗 very easy to understand, thanks

[stethoscope-stocks]

Hi Josh, great content, as always, but I wanted to ask you what did you use to draw on that comes up as a black screen with red and green markers?

[Lazaven]

This is very great and relatable content as a new ChFC this struck a chord with me as I just landed my first Sam recently thank goodness I have no Bobs and thanks to your video I can avoid working with them if at all possible. 😂

[GriffithCapitalGroup]

What great content. Where are you and your new videos? I’m getting into the industry and consuming info.

[dchitra]

nice video, what tool are you using to do that graph?

[NyxalOG]

I'm highly considering a future in Financial Advising and I'd like to know your opinion on the app Acorns (potential video idea?). Love your videos and the insight and wisdom into the FA world. Keep up the great work!

[alanaschlichting]

Hi Josh

Just wanted to pop on here and say
DAMN YOU ARE
Enjoy looking at you

Thanks. Have a great day

[fostermartens]

No case on your iPhone?? You must be an aggressive investor! Lol. Would love to see a video with a value log quantifying what we do for clients. I have this conversation sometimes when onboarding new clients, but would be curious to hear your version.

[pranaeadhikharirajan]

hey josh, im a teen in senior year of high school, and i was trying to get into the financial industry. Is it possible if we can get in touch, and you can get me on the right track?

[rosskline]

Not a niche... But great info nonetheless!

[Michealmathews]

Hey Josh big fan here! I just made my first £10, 000 what should i invest my money in pal ? Please help