My BIGGEST Mistakes as a Financial Advisor...
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- Опубліковано 8 лют 2025
- Today we talk about the biggest mistakes that I have ever made as a financial advisor, and some decisions that may have cost me my career if they had gone differently.
Sponsored by Railway Roasters Coffee: www.railwayroa...
Instagram: / josh_olfert
Twitter: / josholfert
Filmed and Edited by: / its.max.kay
Haven Wealth Management: www.havenwealt...
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.
Great video. Hearing about how you recovered from a mistake is priceless info. That has to be the scariest part of the job but being totally honest with them and how you turned it around, was fantastic.
Thanks Brian! I appreciate you taking the time to watch.
Hey Josh. Today was my first day as a financial adviser.
How are things going?
Great pointers, I'm taking the SIE, series 63 and 79 for my job and it suckssss
Taking the series 7 and 66 after that. Already have the SIE and 2-15. Really enjoy your channel bro
Congratulations Christian! And thank you!
I love these videos, they’re so informational! Never stop sharing!
Can you please make a quick video on how you handled the pandemic crash, what went through your head during the time, how your clients reacted, and how you talked to your clients and explain to them what’s going on and what your plan was moving forward
Hey Brandon! I really like this idea and its super important. I'll add it to the list.
Yup. That’s the truth. It’s hard to keep some of those barriers up when clients are friends. I’ve walked up to that line a few times and had to zip it and interrupt myself. Without trust you’ve got nothing.
I had to serve myself some crow pie with a couple fat fingered trades. Those are the worst. Very human.
Thanks for the vid.
This is awesome man! Appreciate you being candid.
Of course! Thanks for taking the time.
Some great lessons in your videos buddy!
Thanks you for sharing your life lessons to help us learn from your honest mistakes. Great content!
Liked and subbed 👍
After watching 5 videos, I SUBSCRIBED! You're good man, top tier value! 👌
Thanks Niko!!
Got to know. What Watch is that?
Hulk Submariner!
Great content how ever the light from outside is messing with your Auto filter for color.
Being a FA sounds so much scarier than a realtor lmao wow
Lol! I imagine both could be scary. I've definitely noticed people/clients get super anxious in the homebuying process, so realtor could be up there.
@@JoshOlfertCFP Oh yeah working with buyers can be a pain in the ass sometimes for sure. I know someone who got sued 2 years after a sale by a buyer claiming they "didn't disclose a defect that they 100% knew about" without any proof. I think I'd still take that over having to talk someone into doubling down after a crash to recoup losses though 😂
Thoughts on starting a debt solutions company where we work with people to get out of debt (dave ramsey type service) with budgeting and attacking debts etc. BUT without being a CFP
It's possible to do so! Just not my specialty. Doesn't excite me as much.