Wasn’t sure where you were going with the graph at first but it’s SO true. It took some time for me to realize sometimes the folks you wanted/expected to work with just didn’t fall on the graph right and the bright side is it makes room for the willing who really want or need the guidance! Great vid.

@JoshOlfertCFP

Жыл бұрын

Absolutely! Every ‘perfect’ person you take will be an infinite source of fulfilment and future referrals. The DIYer will be stress for two years, they’ll take up cognitive space you could be spending on great clients … and then they’ll leave.

Good video. We found that there are a LOT of self-diagnosed DIYers out there. But after a 30-minute call, they realize the value of a planner. Don't discount the DIYers to early. But I totally get your message here.

@JoshOlfertCFP

Жыл бұрын

Love it!

Absolutely excellent video. I loved this, and it's so right!

Hi Josh thanks for the great video and welcome back! I love these videos as I get to learn other insights from different advisers around the world and use some of that in my daily life. Keep up the great content all the way from New Zealand!

@JoshOlfertCFP

Жыл бұрын

Thanks for watching Ryan! I need to visit NZ. It's the warm version of Canada. That sounds perfect?!

Hi Josh, Just wanted to pop in from South Africa, glad to see you are back. I think addressing the Advisors and tips and tricks for them rather than focusing on what you think a client would want to see in your videos is a great shift, to be honest I think most of your audience was someone in the Financial industry all ready. At least from my side the change in video content has made me want to watch every single one going forward, compared to only watching a select few in the past. Looking forward to seeing what's to come

@JoshOlfertCFP

Жыл бұрын

This is great feedback! Thanks so much.

Great video, Josh. The explanation with the graphs make total sense!

@JoshOlfertCFP

Жыл бұрын

Thanks Tony! Glad it made sense!

Hey Josh, just found your channel yesterday and already started binging as this is a new career for me. Your videos are super helpful so thank you for your time & energy. Already sub'd and put on notifications :)

@JoshOlfertCFP

Жыл бұрын

Love that!! Thanks Christopher. Feel free to drop me an email through my personal site.

Super insightful. Thanks for sharing Josh

@JoshOlfertCFP

Жыл бұрын

Thanks GCG!

Excellent video man - I’m an FA in Cleveland Ohio been following you for a couple years now great job very good content keep it up 💯

@JoshOlfertCFP

Жыл бұрын

Thanks Tony!

You sure provide value 🤗 very easy to understand, thanks

@JoshOlfertCFP

Жыл бұрын

Thanks Vanessa!

Hi Josh, great content, as always, but I wanted to ask you what did you use to draw on that comes up as a black screen with red and green markers?

Great video!!!!!

What great content. Where are you and your new videos? I’m getting into the industry and consuming info.

This is very great and relatable content as a new ChFC this struck a chord with me as I just landed my first Sam recently thank goodness I have no Bobs and thanks to your video I can avoid working with them if at all possible. 😂

nice video, what tool are you using to do that graph?

I'm highly considering a future in Financial Advising and I'd like to know your opinion on the app Acorns (potential video idea?). Love your videos and the insight and wisdom into the FA world. Keep up the great work!

@JoshOlfertCFP

Жыл бұрын

I love the idea. I wish every Wealth Management platform had the ability to implement an Acorns style feature for its clients.

@NyxalOG

Жыл бұрын

@@JoshOlfertCFP I think Robinhood now has a debit card that does it

No case on your iPhone?? You must be an aggressive investor! Lol. Would love to see a video with a value log quantifying what we do for clients. I have this conversation sometimes when onboarding new clients, but would be curious to hear your version.

@alanaschlichting9460

Жыл бұрын

LOL the no phone case 💀

@JoshOlfertCFP

Жыл бұрын

Great idea Foster! Thanks for the tip.

What do you think about primerica?

@JoshOlfertCFP

Жыл бұрын

Yeahhhh I’d probably avoid that

@finesttouch_

Жыл бұрын

Its that bad?

@JoshOlfertCFP

Жыл бұрын

@@finesttouch_ I'm sure there's some great, sharp people there. But generally speaking, yes.

hey josh, im a teen in senior year of high school, and i was trying to get into the financial industry. Is it possible if we can get in touch, and you can get me on the right track?

@JoshOlfertCFP

Жыл бұрын

Hit me up through my personal website 👊🏽

@pranaeadhikharirajan4565

Жыл бұрын

@@JoshOlfertCFP just sent a form message on your personal site, hope we can get in touch soon!

Hi Josh Just wanted to pop on here and say DAMN YOU ARE FIIIIINE. Enjoy looking at you Thanks. Have a great day

@JoshOlfertCFP

Жыл бұрын

Thank you dear …

Not a niche... But great info nonetheless!

@JoshOlfertCFP

Жыл бұрын

Unfortunately there’s rarely correlation between title and content 😂

Hey Josh big fan here! I just made my first £10,000 what should i invest my money in pal ? Please help

@JoshOlfertCFP

Жыл бұрын

I'd encourage you to invest in an overall mental shift that the right thing to invest in isn't a "thing" but a system towards your vision. Dependent on how large or far out your goals are, the system required could be completely different. But here's a hint to get started: Does the vision for your life require more than 20x your lifetime invested capital? (All the contributions you could make to your investments over your life?) If yes, you need to think about investing the majority in your own skills and personal development because you'll need to start a business. If no, you need less than 20x, then you can probably start working towards prudently investing the money in public markets.

@Michealmathews17

Жыл бұрын

@@JoshOlfertCFP thanks for the advice bud