Day in The Life of a Financial Advisor in 2022

Salute to all financial advisors out there! Thank you Josh for giving an example of a productive day. I'm just curious as to where and how you generate leads that bring in more prospects and eventually clients?

amazing v

Since you’re an advisor answer me this, does blue horse shoe love Anicott Steal?

talking waaaay too faast

Whats the pay like?workjng for yourself and for a firm?

Hey Josh, just wondering for time 5.50 what is the spreadsheet for how you use it for client actions ? thanks for the help and your channel has so much valuable info

hey man i've been researching about pursuing this finance degree (for big paycheck) or medical degree (since i enjoy science) but idk man no matter how much i research i can't seem to put out a clear answer. i do want to enjoy my 20s and become financially stable at 30s or 40s at least and live my life traveling around. lets say i got a medical degree but can i switch and do business with that and what if i went with finance and got fed up with numbers, sitting at the desk all day and wants to be a doctor then. working in a company sounds nicer than in a hospital to me but idk both are so so

When you earn money with commission, are you taxed like a regular job income? So if you make 500k....you only end up with half? 😐😯

You could still manage 401ks for clients with companies like Pontera.

is there classes for this?

Great video, first one I’ve seen from you and I learned a fair amount from just this Day in the Life video !

Hey Josh! This is such an amazing video. I really enjoyed and benefited from it. Thank you!
I have a financial planning degree and CSC certificate here in Ontario and I'm trying to get into the financial industry. Any advise or tips on what to expect or do/don't yes/no? Haha

Your channel is amazing.

Rip Bff 😭

Are you working for yourself or with a company

Raw, Real, and detailed. Great video!

With AI on the rise i am worried if my future job as owner of my own financial advisory firm will be put in jeopardy. Btw I’m 16 yrs old. Will people not have an ai finance website where they can spill their entire financial situation and then the ai gives them a tailored answer to their own circumstances. This can be said for many jobs but what do you think about financial advisory 40 years out

Weird question.....do you use Orion? Your screen looked like it was Orion Software.

*TL;DR at the end*

Hey, fellow Canadian brother! First of all, great videos, great information, love your energy.

I have been working in real estate for the past 12 years in the province of Quebec and I am thinking of switching over to the financial industry, as I have completely lost the passion of real estate and I have been pondering about being a financial advisor for a better part of a decade now. Watching all of your videos, would you say there should be something more I should do, as a resident of Quebec (As our laws and what not are slightly different)? And would you consider going to CSI to be a good option?

TLDR: I'm a realtor; thinking of changing careers. Is CSI a good school for this? Thanks.

Hay quá

I really want to be a financial advisor. I love my accounting classes so far but this is so interesting! You gained a subscriber

You’re awesome dude well done keep the good work up 🥳

Hay quá

First time watching one of your videos man! Awesome to get a glimpse into the financial advising world. I went to school for finance with a focus in financial advising but took a job in construction management straight out of school. I am looking to change careers to financial advising. Do you have any recommendations on where to start?

Thanks for sharing awesome tips! I'm financially free and currently growing a solid retirement plan. It takes a positive and consistency to learn new things, unlearn the old habits Ms important to get a mentor/coach to lead you all the way. It's great to start young too!

Awesome video! Thank you!

Hi! I am new to your channel and the amount of info is amazing! thank you so much!

Hay quá

I have a IRA annuity that gives me interest income on monthly basis, can the monthly income be converted to Roth by first rolling it over to ira rollover account(no tax on monthly income) and then converting(pay taxes) to Roth, it should be conversion not contribution. because contribution will have a limit of $6000/$7000 but conversion will not have any limit. Goal is to increase amount in Roth breaking the barrier of $6000/$7000. No where in google search some has asked this question.

Thank you for this awesome video!

About to start an internship in a few weeks. Any tips??

Awesome video. I have an internship coming up with a firm. I also give bits of advice on my channel. I love this stuff.

RRS(P) pre-tax
TFS(A) after-tax

Maybe this is second nature to know for Canadians, but this helps me remember, as an American.

Very good video 👏🏻👏🏻

I was doing a interview process for a big financial company here in California.
I got my license to start working as financial advisor.

But, before I start working for this company the manager don’t get my calls, answer me very late and is not showing availability now.

Now I’m confused if it is really a good thing to take this risk or another carrier.

As of right now I just dropped out of healthcare to follow my new passion of business and finance. I’m a freshman in college and I bought my first rental last year. I think this is truly the path for me as I love managing money, investing, and helping others do the same. Do you think I should work full time right now until next semester starts when I start my classes for this profession or would an internship be a better idea?

You seem very passionate about this profession, wished everyone could be like this with their job! Truly inspiring

Financial advisors save us money.
We appreciate you.

Great video!

Microsoft office 2007?

What are your thoughts on starting out as part of a team and working under a more experienced advisor? Would love your take on it. Great content as always! Sooo motivational!

Great video and thanks for the shoutout! That conversation with your barber should be a video. Would be dope

Unreal vid Josh. Keep it up!

What are some of the skills that you must instill to be a successful and a professional financial advisor? 
Specific skills.

Thank you for your time Josh!

Curious on your opinion, becoming a financial advisor at 30 years old… late to the party? Coming from accounting background

Thanks for the video! I'm currently a business administration major and have been preparing for a few months to become a financial advisor (reading recommended books, trying to learn more about possible masters and learning as much as I can about finance), and I was wondering if there was any chance I could do my senior internship at Heaven. The internship is a year away but I figure the sooner I start planning it, the more time I'll have to learn the things required for the internship, if it's possible of course. I take my chances here haha and of course I'll keep watching your videos because it's really great!

Just got my first job with a wealth management firm! Love watching your videos, you work super hard it’s inspiring.

Great video. Having the opportunity to see the day in the life of an advisor is fantastic. Would love to see more of these.

Start my internship this week as a financial advisor nervous but ready for the challenge!!

Amazing video! I’m studying for all my series to become a FA but excited to start to educate the people not how to make money but how to keep it and allow your children to enjoy the fruits of your labor!

Love your content! Currently studying BBA, with hopes of one day being a financial advisor as well.