Day in The Life of a Financial Advisor in 2022

Рет қаралды 61,312

2 жыл бұрын

Advisor Secrets Newsletter: josholfert.ck.page/2fad371c0a
Today we go through an extremely busy day in my career as a financial advisor while I meet with over a dozen of my clients to give them their annual reviews!
Instagram: / josh_olfert
Twitter: / josholfert
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.

Пікірлер: 120

@carsonfletcher5559 2 жыл бұрын

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

@bashirauwal5825 Жыл бұрын

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!

@TheChosenOne2023 2 жыл бұрын

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

@nicknico4121 Жыл бұрын

When you earn money with commission, are you taxed like a regular job income? So if you make 500k....you only end up with half? 😐😯

@the_primetime2187

You think being a financial advisor is good start to becoming a professional trader

@monicahodgson2949 2 жыл бұрын

That was a question

@lonewolfgang_ Жыл бұрын

hey man i've been researching about pursuing this finance degree (for big paycheck) or medical degree (since i enjoy science) but idk man no matter how much i research i can't seem to put out a clear answer. i do want to enjoy my 20s and become financially stable at 30s or 40s at least and live my life traveling around. lets say i got a medical degree but can i switch and do business with that and what if i went with finance and got fed up with numbers, sitting at the desk all day and wants to be a doctor then. working in a company sounds nicer than in a hospital to me but idk both are so so

@itsspookytime5586 2 жыл бұрын

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?

@Lazaven Жыл бұрын

Since you’re an advisor answer me this, does blue horse shoe love Anicott Steal?

@curtisparker5930 Жыл бұрын

You could still manage 401ks for clients with companies like Pontera.

@jmesweet1290 2 жыл бұрын

Financial advisors save us money.

@namesbleu

I've been looking into careers that I would be interested in (as a 21 year old) and financial advisory looks to be one of the higher careers on my list! Thank you so much for the insight on the video, keep doing what you're doing! Have a good one!

@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?

@kylekruger874 14 күн бұрын

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!

@SerenaZhang-2000 16 сағат бұрын

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

@brianhines2727 2 жыл бұрын

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

@magusreborn4684 Жыл бұрын

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

@penacallata

Great video, can’t wait to start working and building my network!

@mariamayub212 Жыл бұрын

Awesome video! Thank you!

@jakeblair4043 Жыл бұрын

First time watching one of your videos man! Awesome to get a glimpse into the financial advising world. I went to school for finance with a focus in financial advising but took a job in construction management straight out of school. I am looking to change careers to financial advising. Do you have any recommendations on where to start?