For Individuals: Copy the systems and strategies we use for our high-net-worth paid clients:
https://josholfert.ck.page/9bac5ebde3
For Advisors: Get my advisor accelerator materials here:
https://josholfert.ck.page/db2a401eb1

Josh Olfert is a professional CFP wealth advisor and the Founder of Haven Wealth based in Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal finance to the world, in an effort to improve financial literacy and help advisors and their clients 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.

Haven Wealth Management: https://www.havenwealthmgmt.com/
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.

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)