You NEED To Read These Books to Be a Financial Advisor
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- เผยแพร่เมื่อ 31 มี.ค. 2021
- Advisor Secrets Newsletter: josholfert.ck.page/2fad371c0a
These are the best books you need to read when becoming a financial advisor or financial professional. Read these investing and finance books before going into finance and investing as a career.
Instagram: / josh_olfert
Twitter: / josholfert
Haven Wealth Management: www.havenwealthmgmt.com/
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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Rich Dad, Poor Dad - Robert Kiyosoki
Simple Wealth, Inevitable Wealth - Nick Murray
The Almanack of Naval Ravikant
The Little Book of Common Sense Investing- Jack Bogle
Rich Dad, Poor Dad
Simple Wealth, Inevitable Wealth
The Almanack of Naval Ravikant
The Little Book of Common Sense Investing
Rich dad, poor dad was the first book that I read in regards to personal finance! What a great book to get me started. I've read all these books and they all provided me tremendous value!!
It was a GAME changer for me.
Thanks for covering this area. Keep up the good work man!
Yes!!! Thank you!!!
Great videos Josh. Just passed my series 7 studying for the series 66 now and then the CFP. Best wishes to you and your career growth !!
Congrats Jovan!! All the best. You'll crush it.
Thanks for the quality content, Josh!
Thanks Yara!! 🙌🏼
Super!!! You love Jack!!!
I can't wait to see your channel grow! Of course your personal growth is important too!
🙏🏽
Taking my life and health exam soon can’t wait to start the journey to becom a cfp!!
Let’s go!!
I met a VP of a financial firm that got me interested in joining his company as an advisor so I’m doing research, this is crazy to me bc I think I found out what I wanna do with my life now. I read rich dad poor dad on a whim a few months ago and loved it so much I went online to play his game 🤣occasionally listen to the podcast too. Finances is a hobby for me, I’m definitely going to seriously consider it as an occupation now. I wanted to be a business owner but this is definitely a great way to get my foot in the door
Love it! Wealth management/Financial advice is a fantastic career if you do it right. Takes some hard work and sacrifice but if you're passionate about finance its the best.
Your newest biggest fan, keep it going! Love the content!
Thank you!!
Always looking for new reads! good video man. Starting my FA career next week!
Congrats!! All the best 👊🏽
LMAO that intro you got me lol old but gold!
Glad you caught it 🤣
I haven’t seen one of your videos for a while, Josh, and seriously, the FIRST thing I noticed were your book shelves and books. Great promo for books in our very digital world!!
Ps: dream car=Ford Mustang, cheaper, cooler looking. I can still remember how my ‘66, 289 bored out to 302, mag wheels, sounded when I put the pedal to the metal! Loved that car!
The world's coolest librarian!
Great advice!
I wonder if you might do a video to share the tools you see when you read, learn, take notes and create content, as a financial advisor.
Eg. Do you use any of these methodologies the GTD, BASB or Zettelkasten in capturing your ideas?
Wonderful sharing, I'll go through your playlist for advisors. Can resonate with them, even though I'm living in a different geographical region.
I appreciate that! I’m glad you’re finding them relatable. Mine would be most similar to BASB but I’ve actually never taken it. I’ve just lightly copied the major concept from the people I know who have.
Great idea though. I’ll put it in my 2nd brain.
Capital is SUCH a good read! I first read it around 6 years ago and was very surprised how an econ book could be so engrossing.
Capital grows faster than labor! A massive portion of the world's social problems right now are born from this. Thanks for the comment Brandon!
What's the author for that book?
@@JoshOlfertCFP Piketty is wrong. Read Phil Magness. Pro-tip: never trust marxist economists and econometricians.
I'm new to your channel and I am also love reading books bout personal finance and investing.Im Judy from Philippines and I'm moving to Canada probably early nextyear😊
Thanks for following along! I LOVE the Philippines. I visited in 2014. Beautiful country ❤️ Best of luck on your move.
Dude, this Nick Murray scripts book is straight fire 🔥. Thank you so so much man!
Nick Murray is great!
Love that you are holding four different books in the promo. See who is really watching
Lol yep. Not even close.
Thanks Josh for the recommendations. That opening was great. I was wondering how long you could keep it going. ;-)
😂🙏🏽
I need the name of that hair spray or gel that you use man, holds your hair up perfectly with the right amount of shine. Mine makes it too shiny
Josh would you consider a CFA charter to be a competitive advantage if looking to stand out in FA / WM?
Thanks for making this list. I was wondering what books did you study for your SIE and Series 7?
Thanks for watching Sam! Unfortunately I'm in Canada but I have have enough people asking I should probably get familiarized with the best US options.
I’m currently working at Fidelity, I’d love to connect and learn more about different career paths with you.
Such a helpful video! Could you please link Nuvals website? I can't find it.... maybe I am spelling his name wrong.
Google: Navalmanack
I randomly found you when you had around 700 subs and now you're already 3x that! Love your content bro, keep it up.
Woot woot! Thank you!!
What do you think of the books “the intelligent investor” and “the intelligent asset allocator”
hi i am pursuing cfa now , whats your take on cfa + frm as they cover all the asset classes in full detail with consideration of risk management strategies in a very logical and structured manner
CFA = Analysis
CFP = Relationships
In one job you will be on earnings and investor calls and diving into spreadsheets all day. The other, you’re building a relationship with a human to help optimize their personal finances. Which one would you prefer to do? What matches your strengths better?
I agree that Rich Dad Poor Dad has some really good nuggets of wisdom and helps to change your mindset in terms of wealth and investing. That said, I unfortunately felt once I got the crux of the message, it felt a bit too repetitive and could have been boiled down a bit better IMHO.
Yeah you’re totally right. If it’s the 1st book you read on investing it’s life changing. If it’s the 20th book you read it’s painfully cliche.
learn lots......
The Tai Lopez joke at the beginning 😂
Glad you caught it lol!
hey Josh!! I already have 2 of those books. can I ask you which camera do you use to create your content for you tube?
Love it. I use a Sony A7ii!
I love how Naval’s guru emphasizes that you won’t find yourself through prescriptions but then here we are being prescribed one under his pupils name 💀
This is a great point! I feel the prescription thing is conceptually important but practically untenable. The philosophy is more important than the direct application.
"Knowledge is power" very true 👀👀👀
Applied knowledge is power❤
Glad I found your channel before 1M subs...
P. S. 1 mil subs may take time, u know that better since most young guys are into cat videos rather than financial freedom.
Hahaha! LONG before 1M ... thanks for the encouragement 👊🏽
Best intro ever😂
If you can’t do it, teach it
Hay quá
Love the unions in the back lol
He sounded like Tai Lopez lol 😂😂😂😂
In the intro i though he was high
Lmao
Which company or program did you go with to get your CFP?
I would choose the American college. If you end up deciding to be a ChFC instead or as well.. then you’ll be able to overlap the content and just take both exams at the end
Check out The Millionaire Next Door. Great book on living below your means and building wealth through investments in many different areas (in and outside the market)
Thanks Maddox! A great recommendation for our viewers.
Knooooowledge 😂
Bruh 😂
Have you put gorilla glue in your hair?
Long story short, yes.
Hay quá
Hay quá