One of your best videos! Thanks for sharing the bit from your old client about relationships and character 🙌

I love this, Josh! I’m just 4 months in the career and have had more lows and downs than ever in my entire 38 years 😕 but I see senior advisors and I know I can get there, too.

@JoshOlfertCFP

2 жыл бұрын

Yep! That sounds about right. Keep at it!

Hi Josh, thanks for the video - really appreciated you putting up the second graph, a good reminder of the value of humility :) This may be a weird favor to ask, but would you mind sharing the "This is Pointless" image that you used for your computer wallpaper?

@JoshOlfertCFP

Жыл бұрын

Thanks for watching! Yes -- Check out Jack Butcher. Visualize Value. He's amazing.

What is a good way to make much money from investing?.

@cahierphils880

2 жыл бұрын

All you might need is an expert assigned by a broker company that will trade for you and handle your capital professionally and give your weekly Returns of investment(ROI) without any extra fees attached.

@cahierphils880

2 жыл бұрын

My personal broker is Helen Carter.

Would love to hear your thoughts here or in an upcoming video on what to do if your client just doesn't take advice. Is this addressed in the "How to fire a client" video? Also literally LOL'd about "to seem less douchey..."

Hi Josh. I hope you are well. I wanted to find out what CRM systems do you use in your practice ?

@JoshOlfertCFP

Жыл бұрын

Great question! All of that and more right here: josholfert.ck.page/bd56f5c57f Thanks for watching!

Hey josh I love your videos. Would you by any chance have any recommendations for a dealer broker? I am currently in insurance and want to start learning the financial side so that in about 5 years I can have a firm servicing financial advising and P&C + LIFE + COMMERCIAL insurance.

@JoshOlfertCFP

2 жыл бұрын

Thanks for watching Aaron! Where are you located?

@aaronromero3153

2 жыл бұрын

@@JoshOlfertCFP I’m in San Diego, CA

Are there any companies they pay salary plus commission?

@JoshOlfertCFP

Жыл бұрын

Yes! But it typically comes with a trade-off that may not be worth it. All depends on what you're after.

What are your thoughts on WFG

@JoshOlfertCFP

2 жыл бұрын

Avoid like Covid.

Is bba scam? A famouse youtuber told that u don't need a bba degree to start a business caus there is nothing to learn in bba

@JoshOlfertCFP

2 жыл бұрын

Are you referring to business admin degree? Yeah, I'd agree. If you feel your entrepreneurial and ambitious that's likely a waste of time.

This was great. Thank you, Josh!

@JoshOlfertCFP

2 жыл бұрын

Thanks Dave!

I’m a senior in high school and I am interested in Financial Planning. From what I have heard at least a bachelors degree is recommended for new advisors. Do you think it is necessary to get a bachelors degree to become a Financial Planner?

@aaronromero3153

2 жыл бұрын

One of the CFP requirements is to carry a bachelors

@JoshOlfertCFP

2 жыл бұрын

Yeah this wasn't the case when I got mine. I feel like its totally backwards to require a degree to get a CFP. From my perspective that policy is moving onto the wrong side of history. Maybe the move now is to take minimum course load while building your book as an FA?

Such an interesting perspective! I’m 21, graduating college in May, currently working as a Paraplanner and taking the CFP exam in November. Unfortunately, I failed it back in July. Your videos are very helpful!

That Kim Kardashian clip caught me so off guard 😂

@JoshOlfertCFP

2 жыл бұрын

It was abrasive for sure lol