September 11

Are financial professionals starving you?


Are financial professionals starving you?

The #1 problem you have with money is you don’t know what you don’t know. And that’s what you know!

The financial world is like a buffet. But there is a problem, you’re like a 5-year-old at this buffet. So all you want is the soft serve ice cream (aka – all you can think about is wanting to enjoy your money, grow it and not be scared it’ll run out).

You don’t have a parent reminding you to eat your veggies (like making sure you have savings).

You have no one to take you by the hand to explore other parts of the buffet. Introducing you to other foods (aka certain tax sheltering activities specific for entrepreneurs and business owners).

So you are likely to become malnourished.

And that’s precisely how most people deal with money. The cones are on the floor, they’ve got ice cream all over their faces, and they’re crying because they are still starving!

In order to deal with this, most people go out and get a CPA, financial advisor, and maybe even a financial planner. All GREAT people to have on your team.

But, a new problem arises. You’re serving yourself a wider variety of food from the buffet. Still, you’re not sitting down to enjoy your meal because you’re busy playing ‘monkey in the middle’… aaaand, you’re the monkey!

It feels like this crazy game of pinball, with you bouncing around from person to person.

I speak with my legal team. Who gets me so far and then tell me to “Talk with my CPA.”

I speak with my financial planner, he gets me so far, and he says, “Talk with your CPA.”

I talk with my CPA, he gets me so far, and he says, “Go back to legal”.

And back and forth and back and forth and back and forth.

You don’t have to play the game this way.

There is a reason they all play the game in this manner. It makes you need these guys. If you didn’t need all these different players… they wouldn’t have a job.

You don’t even need to diversify. Warren Buffet doesn’t diversify and is actually quoted as saying…
“Diversification is a protection against ignorance.”

They want to keep you ignorant and confused so that you keep paying them money. Because you believe these so-called experts are making it easier for you.

But all you really need is precisely what I offer my clients, which is:

  • Clarity about the road to financial peace & plenty.
  • The steps to take & the order in which to take them.
  • How to customize it to fit your ever-changing and evolving financial needs & goals.
  • The emotional support and necessary ‘money therapy’ you need to actually get off the bench and join the game
  • The person who can explain everything to you in plain English, so you show up to the table empowered instead of all ‘deer in headlights.

Why do you need this? Because as valuable as CPAs are, their #1 job is to understand how to check the correct boxes, input the accurate numbers, and file the correct papers.

As valuable as financial advisors are, most won’t even speak with you unless you’re ready to invest a minimum of $25K with them.

As valuable as financial planners are, you have to be ready to step up to their buffet because they very quickly serve up a lot of food.

You better have a big appetite (and their pay structure generally is dependent on the insurance products you purchase through them + the investments they manage for you)!

There’s an ocean of knowledge and empowerment you need to work with these folks. You have to maximize your relationship with them and encourage them to stay focused on your main goal.


So, how do I do this with my clients?

  • You find what you really want, not what you think you should want.
  • You’ll learn Money Management techniques.
  • You will understand debt management and how to not let It control you’re thinking.
  • Your old fears about money will be a thing of the past.
  • No longer will you get anxious or nervous about dealing with money.
  • I grow your investment for you at the rate that the big boys usually keep to themselves.
  • And did I say, “I grow your investment for you!” I’m the expert in what I do, so you don’t need to be.

Financial peace also equals = your money strategy. How much do you need to set aside for emergencies? How do we get your debt off your back?

Do you have the proper protections in place to prevent bankruptcy and financial disaster?

We determine the actual dollar amount you need to set aside that will help you sleep like a log at night and use cash flow planning to help you generate your stash.

We organize your debt in a way that changes your behaviour and motivates you. We review the necessary (and unnecessary) insurances – and often save you several hundreds of dollars.

Financial plenty = How can you save more of your income by stopping bleeding expenses? Do you have a cash eating monster business? What do you need to plan for your retirement? How can you send your kids to college without dipping into your retirement? Does buying real estate make sense?

It took me YEARS to get the courage to even walk up to the buffet. Now I just ignore it.

I don’t play monkey in the middle anymore. I don’t need to… and I certainly don’t want to.

Now I’m enjoying winning the game.

What took me years. With lots of mistakes and lots of ‘deer in the headlight’ experiences. And meant years of missing out on my own financial peace, and plenty can be cut short drastically if we were to work together.

What you should do right now!

The W4A PAMM account is all about growing your funds quicker, enabling you to invest in other areas or provide you with a passive and steady income.

To serve my clients equally well, I have set a limit of 100 high earning accounts. Once those are complete, the doors will close forever.

Don’t let this opportunity pass you by, click here now and apply to become one of only 100. Your future self will thank you!

Callum McLean

I believe that everyone has the right to be financially free. I founded "Wealth 4 All", an organization that guides people from all walks of life to achieve that goal, either by teaching them how to trade or through passive investments. Connect with me to get started today.

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