How I Became A Financial Advisor (In CRAZY Detail)
Josh Olfert Josh Olfert
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 Published On Jan 5, 2023

This one watches more like a podcast! For those interested, sit back, relax and leave me a comment below (Oh, and join the advisor secrets newsletter below)

Advisor Secrets Newsletter: https://josholfert.ck.page/2fad371c0a

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management based out of Canada. Through this channel Josh shares his knowledge of wealth accumulation, personal finance and advisor success 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.

0:15 PERSONA (How my personality lead to this career)
2:46 EXCELLENCE (Becoming the best at something)
5:42 RECKONING (Realization I wasn't going anywhere)
8:50 OBSESSION (Hitting Green Lights)
24:30 REALITY SETS IN (Punched by reality)
31:04 THE GRIND (Starting Out)
37:22 Going Independent (Starting Haven)
44:09 Success & Lessons (Reflections)

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