Where I've Been: An Update
Автор: Josh Olfert, CFP
Загружено: 2024-09-05
Просмотров: 2573
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.
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