SLIME FREE Sales Strategies for Financial Advisors
Josh Olfert Josh Olfert
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 Published On Dec 2, 2022

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Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management. A Canadian financial services company. 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 clients and advisors 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.

0:00 Intro
0:48 A Terrible Sales Experience
2:33 Easily identify a bad sales process
2:58 Where Financial Advisors go wrong
3:40 Slime Free Strategy 1
4:50 Slime Free Strategy 2
5:17 Slime Free Strategy 3
7:22 Slime Free Strategy 4
9:59 Slime Free Strategy 5
12:08 What great sales feels like
12:22 Slime Free Closing
13:30 Sports Analogy

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