How I Became A Financial Advisor (In CRAZY Detail)
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- Опубликовано: 4 янв 2023
- 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)
Advisor Secrets Newsletter: josholfert.ck.page/2fad371c0a
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)
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!
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.
Bro, how are you surviving 5 months? Gv me motivation for commission based but starting with no clients
@@officespilgriimerI’m trying to get where you are! I’m super new to all of this. Any advice? Can we connect possibly?
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.
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.
I’m so glad I watched this. Thank you!
Amazing! Thank you so much for sharing your journey
Thank you for sharing. Very inspirational. I will follow your steps. 👍
I listened to this entire video and was just blown away by the quality and transparency.
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.
Love the details intact!!!! 🎉❤
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!
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.
Thanks, this was a great input for me. Empowered me To try harder and keep going. Thank you.
One of the most helpful videos I've watched
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!
Happy I found you! My goal is to help people in your exact situation. Thanks for watching.
Thank you very much for sharing your experience. A real eye opener. All the best!
Thanks for watching!
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!
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!
Thanks you Josue!
What are the particular stresses and problems? I’d love to make content for the channel to help with those things.
Loved this. As a new financial advisor I appreciate you! 🐐
Thanks for watching Kolton! Appreciate you.
Great video. I am considering starting my own RIA, as a career changer. This has been helpful. I would be curious in hearing stories about people who have failed
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.
Love it!
Thank you for the awesome content! I’m about to start the first step of becoming a CFP and all the content you produce is brilliantly helpful!
Hey Lucas, good luck on your exam!
That’s awesome Lucas! What are your unique challenges in the process? Or which parts of the process are particularly annoying? I’d love to make more content to help with those.
@@JoshOlfertCFP My struggle as of now is building a solid network! Any content on building a strong network or networking in general would be very helpful!
Dude this video was exactly what I needed to see. It's encouraging to know that a college degree is preferred but not totally necessary to succeed. You've inspired me to use my real estate license to go do some open houses and get some sales/ customer service experience while getting my series 6 and 7 💪
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.
Your story is very inspiring and you have a great RUclips channel. Best wishes from Brazil.
🙏🏽🙏🏽 Thank you!
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.
Love it!! Thanks Cole! Let me know how I can help.
@@JoshOlfertCFP Would love to see a "Day in the Life of a financial advisor". Consisting of your work hours, lifestyle, habits etc.
Wow we went down similar sales paths. I did about 18 months selling used cars commission only in 2013. Went to financial services for a wire house from 2014-2021. Now I’m and RIA and run a hedge fund. Thanks for sharing man.
The world is indeed small! That's crazy. Best of luck with everything. Thanks for stopping by!
My dream is to help others. I share the “obsession” trait as well. Hopefully it all works out… Everyone paves their own path.
Great videos btw.
Greetings Josh,
I don’t even know how I feel right now, your exact experience is currently what I’m going through right now , I work as a IT support specialist just to foot my bills, but I so much have a passion for Finance and want to get in soon. I don’t even know how to start or who to meet , currently I’m based in Dallas Texas , I’m 21 still starting with college. I just feel miserable and left behind but surely someday I’ll overcome and will own a great hedge fund in the United States.. Good luck on your journey ❤. This video just revived my spirit again
Bro, come back. I am just starting my journey and love your videos
Nice content, but omg if my financial advisor said "Freda" I'd have some questions 😂
So so so true, i am first year FA, and let me tell you cold calling sucks. But at the end you got to market your own service. I hope someday i can make to your level. Btw love your content
Another great video! As a student on the current journey to obtaining my CFP designation, stumbling upon your channel a couple months ago has been so incredibly insightful and helpful. Hearing your story, it honestly sounds like you’re retelling my childhood into adulthood. I relate to a lot of what you mentioned and I’m eager myself to see how my future unfolds and how your content will continue to help me grow and develop. I do have one question for you and it might be different in Canada than the states, but you’ve mentioned before being an independent financial advisor. How does that compare or differ to being a financial planner for a larger firm, or being at an RIA?
Love to hear it Emma! Happy to have you here. Independent up in Canada just means “not a large bank brokerage or wire house” - an RIA fits that description. It just allows you to chart your own course in terms of your offer, your pricing, your marketing, etc. it’s a better way to customize your client experience and your own life
@@JoshOlfertCFP That makes a ton of sense! Thank you for taking the time to respond and keep up the great work!
hey Josh. I usually dont leave comments. however, I would say we have similar stories in some ways. I am a success chef and entrepreneur. after 15 years in that profession im transitioning to become a financial advisor. Eventually my goal is to become a RIA. listing to your videos provides hopes, lessons etc. keep pushing
I'm happy I could break you out of the comment leaving shell! Hahaha. Us creators really do appreciate it, truly.
So happy the story resonated. Your goal is only a matter of time! Hopefully I can be useful to you in getting there.
So question like what software did you use to get setup? I am looking to do a small business Investment Advisor and looking for what software is there that would allow me to manage the accounts for clients all individually. I already have about 3 to 5 people ready to be clients I just need to get the software side complete.
Awesome Video Man I have been Considering a Financial Advisor A lot more recently would love to pick your brain a little
Great Video, Really resonated with me Im currently 17 and I have pretty much the same thoughts as you did as a teen, I also read rich dad poor dad as my first book ahaha. Been hustling since 15 and am running my own amazon FBA business as well as investing in stocks whilst looking to get into smma. I recently got referred by a friend to look into being a financial advisor and I have taken huge interest love your videos and keep up the great work.
Love it! You remind me so much of me. Hopefully you can do it way better! Learn from my mistakes.
Hi Josh, would be possible to go deeper to the topic "future opportunities working as financial advisor in the United States"?
Such an amazing video! thank you so much for all the tips and the stories, I've really enjoyed them & have learned more from you.
Thanks Amanda! Glad you're finding them useful!
I'm brazilian, and for me, Excel, english, investment and some else acknowledges are important, but the questions is, how can I improve on Excel and, like, how can I prospect clients. Can you recommend me some books, or courses? I just try to learn from videos on youtube (talking about Excel), but you could give some direction, about what to learn or where? I know that a lot of this skills, practicing is the best way to learn. (sorry some mistakes in english)
How do you get a FINRA license with no sponsor? Did I miss something?
Hey camera do you use? And how did you manage to come up with your set up?
I use a Sony A7II. Setup is just a backdrop from amazon and a godox umbrella light.
@@JoshOlfertCFP quick question what do you use to get that warm lighting? I was looking for your particular lamp and I was unable to find it.
Wow
Hey Josh, I’m 17 year old kid in high school. I have a school project for my accounting class. I have to interview somebody (email couple very easy questions) about a industry I want to go into. Would you be interested in helping me answer these questions, it’s about 3-5 easy questions.
Thanks,
Nick
bro peaked at 17
I am an Options Trader and generate decent returns. Do I need to get any credentials or license to trade Options for my friends and family? Can I start advertising and marketing my Options trading services to the general public?
I hear I don't need any license for trading for up to 15 people. Is this true? Where can I find more information on this subject?
What if you maintain eye contact…
This is for my last comment - I meant CFP!
Bros highschool s social hierarchy was based off of volleyball💀
Silly, hey!? Crazy how everything seems to matter so much when you're an adolescent.
Omg this is so me!! I hated school because they only focus on sciences which doesn't make sense to me like what to do by learning physics or chemistry? Sorry to stem people but science is so fake! My entire life in school it was only science subjects but when I chose commerce subjects in high school I loved them! MONEY IS EVERYTHING.
Your camera is out of focus, isn't it?