Love it. Sales is NOT trying to convince someone to buy what they don't need. Sales IS about uncovering the value of what you have to offer SO WELL that people are happy to exchange their money for that value you deliver.
I’ve been interviewing for an FA position that I will likely be offered and been doing extensive research. By far your videos have been the most resonant and articulate thus far. I will likely get through most of your videos. I really appreciate it. It’s really putting me at ease as I go into, this new venture
Love your stuff! This definitely articulated how I always wanted to approach sales. I was a medical device rep for a few years, and I had quite a few cringey pitches. I always had the most success with the docs who I had genuine conversations with. Just passed my Series 7 and am so excited to get started! Thanks for all the well explained financial advisor tips! You’re the man!
See man this is the stuff they don’t teach you in financial advising school man this is great content glad I found you just as I’m starting my career as an advisor 😊
Really genuine and helpful insights into your sales experience. Your channel certainly embodies these principles, understanding your viewers and offering genuine help, which is why we keep coming back to learn more. Keep it up 👍🏻
Great topic and awesome suggestions. Have you considered a video on books you have read on Financial Advice/Investment Planning specifically that has changed the way you do business/look at your business.
Love this! I've done sales for the past 2 years and have learned the sliminess of sales the hard way. Hoping to be great right off the bat at sales in financial advising. Btw, Broker dealer vs. independent, What are your thoughts on where to start?
Great that u pulled in JBP and "love" into the idea of asking the best questions. Magic wand is great. My biggest learning 9mo in the business...shut up and let the client talk!!
On Becoming A Person by Carl Rogers 100M Offers by Alex Hormozi (Good offer, sales is easy) I'd also like to mention that reading about sales will be of little value until you've sold. Read along with your real life experience, but this requires actually selling first.
@Josh Olfert I certainly agree that reading alone will not make one good at sales. I'm currently in financial sales at a schedule 1 bank and want every nugget of wisdom I can get. Books allow me to refine my approach. Thank you very much for the recommendation. I'll definitely be purchasing it. Your channel is inspiring. Wishing you much success going forward. 🙏
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@JonathanBram However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitment
Would you guys prefer if I cut the intro and storytime and got right to the value? Please reply here and let me know!
it’s very informative for the purpose of the video and it works for other youtubers so i’d keep it!
I thought it worked well! It created a good foundation to better absorb the value
I didn’t even realize there was an intro! If the viewer can’t tell they’re in the intro process, it’s probably a good intro.
You set the scene very well with your intro, I'd keep it.
Nope
Love it. Sales is NOT trying to convince someone to buy what they don't need.
Sales IS about uncovering the value of what you have to offer SO WELL that people are happy to exchange their money for that value you deliver.
I’ve been interviewing for an FA position that I will likely be offered and been doing extensive research. By far your videos have been the most resonant and articulate thus far. I will likely get through most of your videos. I really appreciate it. It’s really putting me at ease as I go into, this new venture
Love your stuff! This definitely articulated how I always wanted to approach sales. I was a medical device rep for a few years, and I had quite a few cringey pitches. I always had the most success with the docs who I had genuine conversations with.
Just passed my Series 7 and am so excited to get started! Thanks for all the well explained financial advisor tips! You’re the man!
Hey Nick! I’m in the same position. Transitioning from medical sales into the investment advisory business. Good luck to you!
See man this is the stuff they don’t teach you in financial advising school man this is great content glad I found you just as I’m starting my career as an advisor 😊
This is a Golden sales philosophy.
Glad you liked it!
Love this! As much as I apply this method uin prospecting it was inspiratonal to listen while I work on a Sunday eve!
Really genuine and helpful insights into your sales experience. Your channel certainly embodies these principles, understanding your viewers and offering genuine help, which is why we keep coming back to learn more. Keep it up 👍🏻
Thank you Immanuel! I appreciate this feedback.
Great topic and awesome suggestions. Have you considered a video on books you have read on Financial Advice/Investment Planning specifically that has changed the way you do business/look at your business.
I had done one of these a while back! Maybe its time for an update though. th-cam.com/video/KlaeuB-3qx0/w-d-xo.html
Love this! I've done sales for the past 2 years and have learned the sliminess of sales the hard way.
Hoping to be great right off the bat at sales in financial advising.
Btw, Broker dealer vs. independent, What are your thoughts on where to start?
Independent! For sure! More flexibility in customizing your offer, marketing, advice. Etc.
Always great to watch your videos Josh 👏🏻
Great insight! As a new advisor this was perfect for me. Thanks so much!!
Best of luck Sean!
I'm a new advisor from Brazil and i love to watch this channel!
Great that u pulled in JBP and "love" into the idea of asking the best questions.
Magic wand is great.
My biggest learning 9mo in the business...shut up and let the client talk!!
Love that!
Do you have a list of go-to next level questions you have in your back pocket?
Yes!
@@JoshOlfertCFP can you provide additional examples?
Great content, from Canada as well!!!
🇨🇦 Represent!
Can you recommend some books on sales? You have a very unique and clearly refined approach to sales.
On Becoming A Person by Carl Rogers
100M Offers by Alex Hormozi (Good offer, sales is easy)
I'd also like to mention that reading about sales will be of little value until you've sold. Read along with your real life experience, but this requires actually selling first.
@Josh Olfert I certainly agree that reading alone will not make one good at sales. I'm currently in financial sales at a schedule 1 bank and want every nugget of wisdom I can get. Books allow me to refine my approach.
Thank you very much for the recommendation. I'll definitely be purchasing it. Your channel is inspiring. Wishing you much success going forward. 🙏
Great video Josh! Right on the money, no pun intended.
Hahaha! Thank you for following along!
Another great video! I cant get enough
Let’s goooo 🙏🏽
Hey man, I’m pursuing licensing right now and your videos are extremely helpful and informative so I thank you for all your help.
I'm so excited 😊, my life has totally Changed since I invested $3,500 and now make $31,900 every 10, days. God bless Expert Michael Allen..
📈📈📈📈📈📈❤️❤️❤️
Such information we don't it get from most TH-camrs, I am getting in touch with him right away.
Ahan great video bero
Thank you!
Such a great video
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks
@@JonathanBram However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitment
@@JonathanLizRoland Oh please I’d love that. Thanks!
@@JonathanBram Clementina Abate Russo is her name
Lookup with her name on the webpage.
💪