Where I FIND NEW Clients As A Financial Advisor!

Today we go over my process for finding new clients as a financial advisor, and where I end up finding them.

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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.

Видео Where I FIND NEW Clients As A Financial Advisor! канала Josh Olfert