I have been a CFP financial advisor for 5 years and have learned a lot while building my managed investments to over $10Million Dollars. These are the biggest pieces advice I can give to new financial advisors on what to expect, what to do, and what to avoid doing in your first 5 years as a financial professional.

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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.


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