Advisor Secrets Newsletter: [ Ссылка ]
Today we discuss how I approach getting new clients to sign on, as a financial advisor. Pitching to new clients as a financial advisor is one of the most crucial skills you can have, especially in the early years of your career. These are the strategies and principles that I use when pitching to potential new clients.
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Haven Wealth Management: [ Ссылка ]
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.
