Educating Yourself Makes All the Difference

When Lisa Bryant, M.Th. went to college, her passion wasn’t finance. She had gone to West Chester University because she wanted to be a concert pianist. Even so, she decided to change her major to Liberal Studies. Then, after she graduated, she went to Vanguard. It was the ’80s, so in 1987, when Lisa experienced the stock market crash, it piqued her interest in finances.

A Slow Realization

But, Lisa wasn’t ready yet to enter the world of finance. It wasn’t until a few years ago when she realized her calling was teaching people about finances. “I just had such a passion for it and, at the same time, training people and teaching and educating,” Lisa explains.

Lisa had worked for a finance company, teaching people about finances. She found that was her true calling and in December 2013, she made her dream job a reality by starting a company to teach people about finances. “I kind of wanted to be a music teacher along the way, and now, a few years later, [I’m] really taking that whole passion for education and just focusing on the needs of people and just helping them make changes — empowering them to make educated decisions in their life,” she says.

The Customer Comes First

Unlike other businesses that pursue their bottom line, Lisa’s company is concerned with educating customers. “What I have found is that when you educate someone and tell them the value and really care about them, give them the proper tools to be able to make educated decisions, not only number one, the client will know,” she says. What’s more, the client is more apt to choose a product that Lisa has and will also stay with that product.

Because Lisa gives her customers the tools they need to make an informed decision, her customers comes away with value and recognize that value. Because of this, they are more apt to purchase from Lisa in the future.

Noise: A Big Problem

One problem that Lisa sees is what she calls “noise.” The noise she’s referring to is the constant advice people get from friends, relatives, and co-workers regarding finances. People are overloaded with information, and much of it is incorrect. Because people get overwhelmed, they often make incorrect decisions regarding their finances. Lisa gives her customers the tools they need to cut through that noise to make sound financial decisions.

Lisa’s recommendations

Lisa Bryant recommends that everyone be his or her own advocate. “Ask questions. Ask lots of questions. Because unfortunately, I feel a lot of people don’t ask a lot of questions,” Lisa says.

To learn more about Lisa Bryant visit: