I totally agree! I’m 6 months in! Love the job and love my job but it does get stressful! I’ve experienced some weeks are crazy busy and then the next week it would be slow!
Oh yeah! I remember those days. You’re in fight-or-flight for 3 years continuously. Keep at it! Do great work and stay in the game. You’ll be so happy you did.
Great stuff man. You really are passionate about this. I’m the same age as you looking to make a career change. Have a long way to go but I’d love to learn some good resources to start with.
Thanks Ray! Yes, I did. It was probably near impossible for me to do so on my own. There's so many regulatory requirements that I'd have to jump through hoops to have my own practice from day one.
Hi new viewer/sub, I've a question. Where did you get your CFP marks? What school or program, I apologize if you have that info in a video you've posted but like I said, I'm new and this is only the second video of yours I've seen. Anyway, that was my question, where did you get your CFP education from?
How in the hell do you only have 5k subs?! Makes no sense bro, keep up the great work
Thank you Jake!! I appreciate your vote of confidence. Hopefully in time it pays off! Grateful for 5K either way.
Great vid and appreciate the detailed breakdown examples
Great listen. Thanks for putting this video out for future advisors!
Thanks for watching! Hope it helped!
I totally agree! I’m 6 months in! Love the job and love my job but it does get stressful! I’ve experienced some weeks are crazy busy and then the next week it would be slow!
Oh yeah! I remember those days. You’re in fight-or-flight for 3 years continuously. Keep at it! Do great work and stay in the game. You’ll be so happy you did.
You should think about creating a online course for making your first 100k as a financial advisor. Really awesome info!
👀
Yes!
Great video content and excellent quality. Thinking about the daily processes it takes to achieve your goals is critical to individual success.
Great stuff man. You really are passionate about this. I’m the same age as you looking to make a career change. Have a long way to go but I’d love to learn some good resources to start with.
Hey Nicholas! Thanks for watching. Check out the personal finance section at www.jolfert.com/reading-list
I’m the same way man! Nice to see you here
Love it!!!
Thanks for watching!
A good follow up video would be, “7 best ways to find 800 clients”. What is the best way to find them if you don’t have social media
cold calling and natural market
how do you get the full 1% what company are you going through?
Great content man! Did you start off as a financial advisor with a certain company and then you went by your own?
Thanks Ray! Yes, I did. It was probably near impossible for me to do so on my own. There's so many regulatory requirements that I'd have to jump through hoops to have my own practice from day one.
What company did you start with?
Your videos re amazing!!!
Great video preciate it!!
Thanks for watching!
Thank you!
Would you recommend starting with a company like Charles Schwab that will help me get licensed?
Yes. Starting with another firm is probably the best way to cut your teeth. Maybe seek out an RIA who's philosophy you agree with.
Does insurance also include annuities?
Yes! But we don't do many.
Hi new viewer/sub, I've a question. Where did you get your CFP marks? What school or program, I apologize if you have that info in a video you've posted but like I said, I'm new and this is only the second video of yours I've seen. Anyway, that was my question, where did you get your CFP education from?
don't you charge a performance fee on investments?
Nope! A flat fee as a percentage of assets.