How to Get Clients as a Financial Advisor скачать в хорошем качестве

How to Get Clients as a Financial Advisor

Join the Advisor Accelerator Here! https://www.skool.com/the-haven-advis... 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.