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Vanguards - Trust Stacking

Public • 213 members

12 contributions 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
New comment Dec '22
2 likes • Nov '22
@Josh Olfert I appreciate you jumping in to talk to me about what you have been doing online to grow business.
How to plan 2023 to be your best year ever
We are excited to announce that we will be hosting a live event in Florida in December to help you setup your business for success in the new year and beyond. Ron Bullis and the Lifeworks team will be partnering with us for this special event at the Bohemian Hotel in Celebration, Florida from December 7-9. The Agenda: Wednesday the 7th: We will host a welcome reception/cocktail hour from 6-8 at the Bohemian. And yes, Carmine will be in attendance! Thursday the 8th: We will kick off with a continental breakfast and a full day of teaching by Ron Bullis. He will share… The Future of Advice - State of the wealth management industry - Technology and client expectations that are driving change - The three (3) most significant challenges advisors face and how they can build a practice that will win their ideal clients today and the next generation of wealth creators.  - Where advisors should be investing and focusing their efforts  In another session, he will share how to build a “future-proof” practice - Why you need to focus on scale and not just growth - Foundations of your strategic plan He will also present on Revenue Models - Why every advisor should implent a fee-for-service model - How to price your services - Hands on breakout sessions to implement this into your business with 1-1 Q&A. …and much more! And that’s just Thursday. Friday the 9th: We will also start with a continental breakfast and a half day of teaching. - I will share database reactivation and, how to get clients without spending money on ads or anything else. - I will also show you how to implement and leverage Ron’s training to create more powerful offers - And convert all of it into new clients. - I will also be sharing our new proprietary software platform called Apollos and how you can use it to automate your follow-up, manage your pipeline with ease, and centralize all of your lead sources from all social media channels into one place so it's easier to track and convert more leads and turn them into clients.
New comment Nov '22
0 likes • Oct '22
How many are signed up now?
0 likes • Nov '22
@Leah Ford Is it actually called Celebration Hotel - 700 Bloom St, Celebration, FL?
Voiceover Talent
@Omar Morillo is available for voiceover work like this 🤣:
New comment Oct '22
0 likes • Oct '22
@Omar Morillo does have the voice for it!
Training & Collaboration Call Today
Hey everyone, Ron posted some training materials in the classroom ( in advance of his training today. See you on the call (the link for the training event is in the calendar).
New comment Sep '22
0 likes • Sep '22
@Mark Ford any update on a reshoot of Ron's 1st training? Wanted to watch it a second time.
Jason Rindskopf - intro
Hey everyone, I'm Jason. I'm the co-founder of Two Waters Wealth Management, along with my business partner, Derek Bostian. We're based just north of Charlotte, NC and started the business in fall of 2018 after a little over a decade of working in the FMO/IMO world. We've primarily focused in the traditional retirement planning market (married, 6-figure income earner, age 60+, typically manager/executive level professionals). However, we've recently started to see a natural shift in our market to a bit of a younger client base. 40-55 year olds, married couples with high school age kids or younger, who want to retire (or have the option to) by 60, so we're excited to begin focusing our efforts here more intentionally. The top 3 things I'm most excited to learn from this group are: (1) A scalable prospecting model that will give us an opportunity to exit from relying primarily on public events (2) A proven framework for charging recurring planning fees, and the skillset to position them virtually (3) The opportunity to learn the best practices of the CA model so that we can begin to break into other niches more strategically as we begin to scale A little personal info - my wife and I had our first child, Jaxon (Jax) in Feb of this year. My family is all from Michigan, and most of them went to Michigan State, so I'm a huge Spartan fan, as well as all things Detroit and Charlotte sports. Looking forward to being part of the group!
New comment Aug '22
0 likes • Aug '22
Looking forward to collaborating with you.
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Patricia Lloyd
10points to level up
I help high net worth, high income earners and business owners with investments, tax and insurance through a family office environment.

Active 416d ago
Joined Aug 15, 2022
Scottsdale AZ
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