Reflecting on 6 years: Was a financial advice the WRONG path?

Today we go over everything I've learned in my first 6 years of being a financial advisor. This is the most useful knowledge that I have gained in my career thus far.

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.

[tusselray]

What is a good way to make much money from investing?.

[yoxarystano]

I love this, Josh! I’m just 4 months in the career and have had more lows and downs than ever in my entire 38 years 😕 but I see senior advisors and I know I can get there, too.

[salmajahanlipi]

Is bba scam? A famouse youtuber told that u don't need a bba degree to start a business caus there is nothing to learn in bba

[davidmorrison]

One of your best videos! Thanks for sharing the bit from your old client about relationships and character 🙌

[rhaegoti]

Hi Josh, thanks for the video - really appreciated you putting up the second graph, a good reminder of the value of humility :)

This may be a weird favor to ask, but would you mind sharing the "This is Pointless" image that you used for your computer wallpaper?

[WealthChampion]

Hi Josh. I hope you are well. I wanted to find out what CRM systems do you use in your practice ?

[BadWeatherfreak]

Are there any companies they pay salary plus commission?

[aaronromero]

Hey josh I love your videos. Would you by any chance have any recommendations for a dealer broker? I am currently in insurance and want to start learning the financial side so that in about 5 years I can have a firm servicing financial advising and P&C + LIFE + COMMERCIAL insurance.

[agigcbo]

Would love to hear your thoughts here or in an upcoming video on what to do if your client just doesn't take advice. Is this addressed in the "How to fire a client" video? Also literally LOL'd about "to seem less douchey..."

[erickrautbauer]

I’m a senior in high school and I am interested in Financial Planning. From what I have heard at least a bachelors degree is recommended for new advisors. Do you think it is necessary to get a bachelors degree to become a Financial Planner?

[maxquiroz]

That Kim Kardashian clip caught me so off guard 😂

[shaunleo]

Such an interesting perspective! I’m 21, graduating college in May, currently working as a Paraplanner and taking the CFP exam in November. Unfortunately, I failed it back in July. Your videos are very helpful!