Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
What is this?
Less
More

Memberships

Vanguards - Trust Stacking

Public • 213 members

1 contribution to Vanguards - Trust Stacking
Intro: Josh Olfert, CFP
Hi, I'm Josh Olfert. I'm from Canada. I run an independent wealth firm called Haven (or Haven Wealth Management Ltd.). I started in the business 7 years ago at 19 and found most of my success through online content creation. 3 things that would make Vanguards a huge win for me: 1) Better define my target niche 2) Market and deliver an irresistible offer that *I enjoy* for that niche. 3) Drive traffic through a system optimized to ascend prospects through my value ladder (hierarchy of potential services). All of this to create the income I want, with the freedom of time I want, doing work that I love while providing massive value to the right people. Big ask! For fun I love to Golf ("addiction" would be more accurate), fall down obsessive rabbit holes of developing whatever skill is currently piquing my interest, fitness and travelling. I've also always been an exotic car fanatic. Here's a picture of my workspace: #1. Vision
4
12
New comment Dec '22
2 likes • Nov '22
@Olivia Neyland Anytime! I can blabber about this to no end if it wasn't immediately obvious in today's collaboration call.
1 like • Nov '22
@Mark Ford Thanks for going out of your way to invite me to speak! I wouldn't have had much to add (yet) if the conversation hadn't gone that way. Sweet ride! Being late for school is a lot more fun that way. I'm excited to learn more from you and the group over this year!
1-1 of 1
Josh Olfert
2
11points to level up
@josh-olfert-6448
Canadian CFP. 26 years old with 7 years in the business. Looking to grow my dream business.

Active 131d ago
Joined Nov 15, 2022
INTJ
Canada
powered by