Why Traditional Financial Advice Doesn’t Work

Before I became a coach, I spent years as a financial planner at a Fortune 100 firm.
Not just any planner—I was named Financial Planner of the Year three years in a row, out of 65,000 advisors across the country.
I sat at the top of the industry.
I had the awards. The results. The insider access.
And what I saw behind the scenes?
👀 The system profits from your confusion.
Every time you doubt yourself?
You outsource your power.
And every time someone offers you a “solution”?
Someone gets paid.
🧠 1. Traditional Advice Treats You Like a Transaction
Let’s get honest:
Most of the financial industry is built on product sales, not personal transformation.
The business model rewards advisors when you:
- Buy a policy
- Invest in a fund
- Open an account
- Lock into a plan
That’s where the commissions live.
That’s where the bonuses are paid.
And while some advisors genuinely care (many do), the system itself isn’t built around your becoming—it’s built around your consumption.
👉 They profit from what you buy, not who you become.
And that? That’s a massive misalignment when what you really need is someone to see you—not sell you.
🚫 2. The Industry is Rooted in Scarcity and Submission
The financial world teaches you to:
- Fear the unknown
- Obey the plan
- Delay joy
- Defer your power
It says things like:
“Let the experts handle it.”
“Don’t touch your money.”
“Be patient—freedom comes at 65.”
But let me ask you this:
What kind of freedom is that?
If you spend 40 years in fear, just to “retire well”?
That’s not freedom.
That’s a financial leash with a retirement party.
💀 3. It Teaches You to Distrust Yourself
Here’s the most dangerous myth the industry sells:
You can’t be trusted with your own money.
So you give it away.
Not just your dollars—but your decision-making.
Your agency. Your desires. Your power.
But here’s the truth I’ve learned after working with hundreds of high-net-worth clients:
The most successful, satisfied, soul-aligned people don’t follow someone else’s plan.
They build their own—from clarity, intuition, and inner alignment.
And that’s something no investment brochure can give you.
🔥 Final Truth Bomb:
I left a top-performing career in finance—not because I didn’t believe in wealth, but because I knew:
💥 Real wealth doesn’t come from what you buy.
💥 It comes from who you’re willing to become.
That’s the work of coaching.
Of deep unlearning.
Of coming back to the truth that you are the greatest asset you’ll ever invest in.
👉 Ready to stop buying products and start building personal power?
Book a 1:1 Clarity Session with me.
Let’s burn the old rules and create wealth that reflects your truth, your joy, and your becoming.