How To Get NEW Clients as a Financial Advisor!
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- Опубликовано: 17 ноя 2021
- Advisor Secrets Newsletter: josholfert.ck.page/2fad371c0a
Today we discuss how I approach getting new clients to sign on, as a financial advisor. Pitching to new clients as a financial advisor is one of the most crucial skills you can have, especially in the early years of your career. These are the strategies and principles that I use when pitching to potential new clients.
Instagram: / josh_olfert
Twitter: / josholfert
Filmed and Edited by: / its.max.kay
Haven Wealth Management: www.havenwealthmgmt.com/
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.
This is really good advice, thanks for making this type of content. I’m looking to get started as a financial advisor and find this very informational. Thanks Josh !
I’m more than happy to discover this channel. I need to thank you for your time for this, particularly a fantastic watch!! I liked every little bit of it and I have subscribed you to look at new posts all the time.
Thanks Josephine! Glad to have you here.
Great advise and videos josh! Did you ever make that second video? I’m a new subscriber and follower, love your videos man…did you ever make that second part of this video? I would love to watch it.
Great content! Thank you for sharing such concise and helpful information.
Most valuable video I've seen yet🙌🏻
Holy hell.......I studied Carl Rogers for my master's in counseling. To hear this from a well dressed, obviously successful financial advisor is truly affirming as I contemplate a career shift......thank you :)
I found this channel randomly; glad I stopped by! Awesome content!
Thank you!! Happy to have you here.
Yes, would love to see part 2! Thank you for all your knowledge in this area.
I'll get to work on it!
Did part 2 ever release? I’m interested as well
Building connections with clients is key and authenticity is a critical way to build a genuine rapport. Great video.
Thank you!
Love your vison we share the same values unlike the senior advisor I work with
Good morning. Listened to this for my son Matthew. He’s 27 and works for Merill Lynch. This was great advice 😊
Great book recommendation! Please keep doing what you’re doing! Amazing content!
Thanks again Kevyn!
Josh great video! I think you are spot on. I’d love to further this conversation with you on what/how you crafted your language art piece.
Quoting Carl Rogers while talking about financial advisor relationship : you got my full attention and subscribe 😂 Its a very human job and thats why I love it.
giphy.com/gifs/PermissionIO-best-friends-besties-did-we-just-become-kFIfiwvzJjbUsNbIg5
Would love to hear part two of this! Your video have helped me tremendously in the start of my career!
Thanks for all this info!!
Thanks Liora!!
How's the career going after 2 years?
If you’re looking for part 2, he had to take it down. He has a mailing list you can join for access! Great content Josh!
You’re the man David 👊🏽
I’d love to hear more.
Would love a part 2 ! great vid
Love it! Thanks!
Great Content 👍
Looking for part 2, great content brotha
Thanks for watching Micah!
Great information Josh I currently have a series 6 and 63 and I am working on my 65 any advise for when I have all 3 plus my life insurance license
I’m a financial advisor myself, and I would love to see part 2 unless it’s already out lol. I’m a year late 🤦🏽♀️
Right video now I got tnx
Great content Josh. I’m planning to start my career as a financial advisor and your videos have been quite encouraging. Thank you.
Thanks for watching!
Hi.
It has been a year already, just wanted to ask if you have been able to become a financial advisor.
Getting my life insurance certificate next month, exited to start my career towards becoming a financial advisor. Thanks for the video!
Thanks for watching Jared! Appreciate it.
Hi.
It has been two years now, just wanted to ask if you have been able to become a financial advisor.
@@ruqayyahmahruf215 nope, insurance company didn’t give me any leads so eventually i decided to work somewhere else for steady work
Definitely wanting to see the part two of getting into the sketches and deeper dive! Great stuff thanks for sharing!
Amazing!! Thanks Jay!
I might be working for New York Life pretty soon. Super excited about it-- currently I'm a real estate agent, but this insurance/finance world seems like a better fit for me. Love your channel ❤ very informative
I work there currently and like to say go for it but probably be sneaky because they won’t allow you to create your own media and videos to promote your business. It’s all to their code or get out
Their services are awesome and it’s a plus for clients but for people working there it is difficult, and methods are limited
@@holidays6035 Thanks for the advice. So far the process is going great 👍🏻
Deeper dive please 😊
Sketches are appreciated
New content coming this fall! Thanks David.
Ive been in the business 9 years and you love your content man! My one suggestion would be to offload the number of relationships you have - your avg client size is 48k? 250 families with that AUM is going to be very hard to scale/be profitable AND provide amazing service. Less clients, bigger assets is the name of the game. I dont know how there would even be a profit on. 48k client after your factor in your time/tax. ect I understand its a long term investment in them but many wont build up as quick as you think.
Great point!
I was 19 when I entered the business so I started a lot of those people off from scratch at $0. The median skews much higher (I could probably go down to 150 and still be at $11M).
For now it’s not a burden and they generate enough serendipity (referrals, etc) for me to be grateful for.
It’s hard to see a future 10 years our where this is still the case.
Great videos
Thanks June! I appreciate it.
I'm a college student in NY and I'm planning on going to business school and if by any chance I don't get in, I'll do a business studies minor. I'm looking to explore the financial side of this and hopefully get into the financial advisory field once I graduate. Is there anything you could recommend or anything I should also learn throughout my years in college? What can I do to aspire to be the best at what I do?
Hey Johan! I found all of these books here especially helpful: ruclips.net/video/KlaeuB-3qx0/видео.html
Lastly, I think its a great idea to surround yourself with brilliant role models. With the internet this is easy. I highly reccomend you follow and turn on post notifications for each of these people that have profoundly influenced me: jolfert.com/influences/
Hi Josh, any part 2? Thanks man
Many requests for this! I'll work on it.
if you started again today , would you go back to F55? the banks? or would go to another company? or is it just important to start? (looking at doing a career change into Financial Advice. Curious what your thoughts were? (from toronto)
Hey Mitchell! Thanks for the comment. I replied on LinkedIn - cheers!
what company do you work for? or how would you recommend finding a great company to start a career as a financial advisor?
Hey Abby! Thanks for stopping in. This is a great question and really depends where you are. I think its a great idea to look for RIAs in your area as opposed to working with a big bank or brokerage. The independent world is the future in my opinion. Its tough to recommend something more concrete without knowing more. Hope this helps!
I had those ideas about media and methods you been speaking about to do my financial business but when I tried doing them. They had smru or the higher up told me to take it down and that I am unable to do anything like that and it is forbidden and I need to use smru approved materials which is their articles 1 min read. What I should do?
Do whatever you can to find another firm that will, or go independent. Its a brutal reality but if you want to set yourself apart and pursue higher leverage marketing methods you can't operate in that paradigm.
Please do the more in-depth video
How do I get someone to have a meeting with me with necessarily letting them know my business plans. So I call someone and I say I want to have a meeting with them and they ask for the reason for the meeting, what do I say?
It all starts with having curiosity in relationships as opposed to an agenda. The awkwardness disappears when you're genuinely trying to research your prospects problems without expecting their business. You're trying to determine if the problem they have is something you can solve. Advisor training has become so cookie-cutter that its easy for everyone to seem like a nail to our hammer. Instead, become a great conversationalist. Ask great questions. Over time you'll be able to identify everything you need to know about someone without them feeling like they're being run through a "fact find". If you take this approach, it becomes sincere to meet with someone on the basis of "research" or "getting their thoughts" as opposed to making a sale. This brings down the walls without being disingenuous.
Anyone notice that this guy isn’t licensed on finra???
No offense, I never understood why you'd take investment advise from a salesman. But that's how the world works.
That's a fair question! But its been my experience that people who work with an advisor have substantially more effective portfolios and financial plans than those who just do what their friends tell them or copy what they hear about billionaire's portfolios on RUclips. You have to pay to access personalized advice and there needs to be an incentive for someone to provide it.
The root issue here is whether you have a realistic view of sales or a perception of it as black-and-white pure evil with no virtue. Sales is really just helping people commit to doing what they should be doing. Convincing someone to do something they shouldn't for your gain isn't effective or fulfilling sales, its myopic self serving manipulation.
We need more vids Josh!! Great work!!
Back to scheduled programming next week!
@@JoshOlfertCFP I just subscribed on your personal website. Thank you for the videos. You are the man, dude!