How I SURVIVED Being a Financial Advisor in My First Year

Today we talk about the first year of being a financial advisor and how I managed to survive it, and the skills that I managed to grow throughout the year.

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.

[shalaikagonzalez]

As a young advisor (surviving training)- the fear and insecurities are the most stressful part of the process. Thank you for making this content when no one out there is making quality advice videos for us. I appreciate it immensely!

[davezoller]

I've been an advisor for 13 years and can say definitely say that those first 3 years can be difficult (as any entrepreneur knows). I made a few additional videos on how advisors can shortcut their steps to success if interested.

[caravanlifenz]

I love this. It takes a lot of guts to admit how embarrassing your first few client pitches were. Good on you.

[ethanpeterson]

I started as an independent agent about 2 months ago, and even after pouring my heart and soul into the work, I've made about $200 to my name XD
Thanks for the video man, it helped me a lot. For us little guys, it's nice just to see people from a similar situation who have reached the light at the end of the tunnel

[DLPinsurancesolutions]

U don’t understand how much I relate to this video, it’s like it was made for me. I almost went and played college basketball and instead took the same route you took. Im 20 and just passed my 65 but I’ve been struggling because I get so nervous during meetings. Im a very social person but for some reason im like a different person when it comes to client meetings. I try to learn 24/7 and gain as much knowledge as I can so I can overcome it but it’s been tough. This video definitely helped me trust the process and keep grinding. Thank you!!

[Chaitogether]

“Procrastination is waiting and not working, patience is working while you’re waiting.” - Trent Shelton
Heard it today! On time 💯 congrats on your success, it truly is a journey!

[retiredbroker]

I had an aggressive sales manager too that really pushed me and toughened me in this biz. It really made me grow, it helped me survive.

[katrinalang]

Thank you for making this video. I’m finishing my Bachelor’s Degree in financial planning this winter. I passed my SIE while I was in college and I’m currently studying for the series 7. Hopefully the second attempt goes better. I’m a mix of nervous and excited about becoming a financial advisor. This video helped keep me moving forward

[tomkolo]

I know this is an old video - but question if you see this. Coming from another sector, energy, in a senior management role with an MBA and series 65 - along with some cash to invest in the business - how would you go about "supercharging" your growth from day one? I know the work still needs to be put in - but surely there is a way to fast track when certain resources are available. Thanks!

[richviewsproduction]

Im so sad you stopped posting. Your videos are truly a blessing

[irvinem]

Great video. As an advisor going into my second year, your message resonated and impacted me in many ways. Through continuous patience and grit I feel confident I can attain your level of success in this career. Thanks, Josh!

[fearisgrowth]

Experience speaks the truth. We’ll explained.

[TajdaowlUSA]

You are my idol 😊 I’m just starting this career i haven’t passed the exam yet. It’s pretty hard and sometimes I wanna quit.

[NathanMyo]

I graduated approximately a year ago. I have been offered Financial Representative position as an entry and will be able to become a financial advisor in a few months after getting my licenses. The base is around $30, 000 + commission. I'm kinda scared and not sure if I should take it or not.

[dyogolamour]

learning from you and applying it here in Brazil. The financial advisor model is just staking its first steps here. Thanks for sharing

[joshtodd]

I know you said you hate(d) cold-calling but, what about asking for referrals? Did you ever ask friends/family and existing clients for referrals and, if so, do you have any tips on how to be more comfortable doing this?

[nicknico]

If my supervisor tells me to do solicitation to my personal network (friends, family, etc.), I am quitting on the spot.

[WhiteRosefromSoCal]

Thank you so much for your helpful tips! You're words are so relatable!!!

[bad-rilk]

loving these videos. very helpful. i would like to see a video designated to social media (instagram etc) and how to book meetings with followers, what to post etc!!!

[kevynmosele]

Awesome video josh! Currently I’m still using the cold call strategies that people used to use. I know it’s old school but currently the company has no guidance with the strategies you’ve been using. I’d love to see a video about new age prospecting strategies! Keep up the awesome work brother!!!