{"id":985,"date":"2026-09-01T07:01:05","date_gmt":"2026-09-01T07:01:05","guid":{"rendered":"https:\/\/smartmoneymaps.com\/?p=985"},"modified":"2026-09-01T07:01:05","modified_gmt":"2026-09-01T07:01:05","slug":"how-i-built-my-financial-advisor-business-in-5-years","status":"publish","type":"post","link":"https:\/\/smartmoneymaps.com\/?p=985","title":{"rendered":"How I Built My Financial Advisor Business in 5 Years"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/NehsumXKDl0\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>I have been a CFP financial advisor for 5 years and have learned a lot while building my managed investments to over $10Million Dollars. These are the biggest pieces advice I can give to new financial advisors on what to expect, what to do, and what to avoid doing in your first 5 years as a financial professional.<\/p>\n<p>Sponsored by Railway Roasters Coffee: https:\/\/www.railwayroasters.com\/<\/p>\n<p>Instagram: https:\/\/www.instagram.com\/josh_olfert\/<br \/>\nTwitter: https:\/\/twitter.com\/josholfert<\/p>\n<p>Haven Wealth Management: https:\/\/www.havenwealthmgmt.com\/<br \/>\nJosh 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.<\/p>\n<p>All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I have been a CFP financial advisor for 5 years and have learned a lot while building my managed investments [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":986,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-985","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smartmoneymaps.com\/?p=985\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How I Built My Financial Advisor Business in 5 Years - Personal Finance Secrets\" \/>\n<meta property=\"og:description\" content=\"I have been a CFP financial advisor for 5 years and have learned a lot while building my managed investments [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/smartmoneymaps.com\/?p=985\" \/>\n<meta property=\"og:site_name\" content=\"Personal Finance Secrets\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-01T07:01:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"480\" \/>\n\t<meta property=\"og:image:height\" content=\"360\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/smartmoneymaps.com\/#website\",\"url\":\"https:\/\/smartmoneymaps.com\/\",\"name\":\"Personal Finance Secrets\",\"description\":\"All You Need To Know About Personal Finance!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/smartmoneymaps.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=985#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg\",\"contentUrl\":\"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg\",\"width\":480,\"height\":360},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=985#webpage\",\"url\":\"https:\/\/smartmoneymaps.com\/?p=985\",\"name\":\"How I Built My Financial Advisor Business in 5 Years - Personal Finance Secrets\",\"isPartOf\":{\"@id\":\"https:\/\/smartmoneymaps.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/smartmoneymaps.com\/?p=985#primaryimage\"},\"datePublished\":\"2026-09-01T07:01:05+00:00\",\"dateModified\":\"2026-09-01T07:01:05+00:00\",\"author\":{\"@id\":\"\"},\"breadcrumb\":{\"@id\":\"https:\/\/smartmoneymaps.com\/?p=985#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/smartmoneymaps.com\/?p=985\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/smartmoneymaps.com\/?p=985#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/smartmoneymaps.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How I Built My Financial Advisor Business in 5 Years\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/smartmoneymaps.com\/?p=985","og_locale":"en_US","og_type":"article","og_title":"How I Built My Financial Advisor Business in 5 Years - Personal Finance Secrets","og_description":"I have been a CFP financial advisor for 5 years and have learned a lot while building my managed investments [&hellip;]","og_url":"https:\/\/smartmoneymaps.com\/?p=985","og_site_name":"Personal Finance Secrets","article_published_time":"2026-09-01T07:01:05+00:00","og_image":[{"width":480,"height":360,"url":"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/smartmoneymaps.com\/#website","url":"https:\/\/smartmoneymaps.com\/","name":"Personal Finance Secrets","description":"All You Need To Know About Personal Finance!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/smartmoneymaps.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/smartmoneymaps.com\/?p=985#primaryimage","inLanguage":"en-US","url":"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg","contentUrl":"https:\/\/smartmoneymaps.com\/wp-content\/uploads\/2026\/09\/ytb_thumb.jpg","width":480,"height":360},{"@type":"WebPage","@id":"https:\/\/smartmoneymaps.com\/?p=985#webpage","url":"https:\/\/smartmoneymaps.com\/?p=985","name":"How I Built My Financial Advisor Business in 5 Years - Personal Finance Secrets","isPartOf":{"@id":"https:\/\/smartmoneymaps.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/smartmoneymaps.com\/?p=985#primaryimage"},"datePublished":"2026-09-01T07:01:05+00:00","dateModified":"2026-09-01T07:01:05+00:00","author":{"@id":""},"breadcrumb":{"@id":"https:\/\/smartmoneymaps.com\/?p=985#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/smartmoneymaps.com\/?p=985"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/smartmoneymaps.com\/?p=985#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/smartmoneymaps.com\/"},{"@type":"ListItem","position":2,"name":"How I Built My Financial Advisor Business in 5 Years"}]}]}},"_links":{"self":[{"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=\/wp\/v2\/posts\/985","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=985"}],"version-history":[{"count":0,"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=\/wp\/v2\/posts\/985\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=\/wp\/v2\/media\/986"}],"wp:attachment":[{"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=985"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=985"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smartmoneymaps.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=985"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}