The Money Advantage was born out of unexpected collaboration in the most unlikely of circumstances. Three financial service professionals in an industry known for its undercurrent of competition, from across state lines, different companies, different levels of experience, and different generations.With the common ground of a desire to bring empowering education to business owners to help them keep and control more of their money, a Go-Giver spirit, a willingness to say yes to the unknown and live it as an adventure, and a little dream to start a podcast and the surprising ignition switch that made it happen.I’ll tell you the story of how we met, why we’ve continued to build a collaborative relationship, why we’ve teamed up to deliver The Money Advantage to you, and what you can expect as a result.

Table of contentsThe Reason We MetIt Was the Start of a Collaborative Working RelationshipHow The Money Advantage Was BornThe State of the Financial Services IndustryThe Needs of the Independent ThinkerThe Change We Wish to See in the WorldThe Podcast Has MoreAdditional ResourcesUp Next …

The Reason We Met

Bruce Wehner’s organization, e3 Wealth, based in St. Louis, Missouri, had become disenfranchised with financial services industry.

They saw how difficult it was for a person to get consistent financial advice from their CPA, investment advisor, insurance broker, and mortgage professional, who often worked independently, not collaboratively.

They engaged in a mission to transform the financial industry, building a teamwork model across professionals. The objective was to foster relationships with like-minded financial professionals, to share best practices and best empower clients.

They partnered with the Nelson Nash Institute to create the Freedom Advisor Live event as a step towards building this vision.

My husband, Lucas and I, wealth strategists in Virginia, heard about the event through the Nelson Nash Institute.  When we listened to their teleconferences, we discovered a team doing the same work, that had much more experience.

We booked plane tickets and attended the first Freedom Advisor event in November 2015 with the desire to find mentors.

It Was the Start of a Collaborative Working Relationship

We took immediate action on the lessons we learned, changing most of our client process. One of the changes was implementing a financial picture process with our clients. As I worked with clients, I discussed our recommendations with Bruce to gain further insight.  As a result, we had frequent conversations over the two years that followed.

How The Money Advantage Was Born

One of the many areas of common ground was that Bruce and I are educators by nature. We both believe in the power of education to give people the confidence to make decisions.

Bruce had the experience of sitting down with over 4,000 clients.  One of his unique abilities is strategic thinking.  Through his volume of real-life experience, he has developed the skill to lead clients in thinking exercises that support clear decision-making.

My unique ability is communicating complex ideas in a way that’s fun, simple and doable.  I’m able to put ideas down on paper and into a process and communicate them in a way that helps people come to their own conclusions.  I'd been creating video and blog content for over a year, and wanted to produce higher quality educational content with more depth and context.

I had been creating video and blog content for over a year, and I saw podcasting as the next step to produce higher quality educational content with more depth and context.

Even though it was my desire to start a podcast, it was my husband Lucas that made it happen.  On a hunch, he called up Bruce and asked if he would co-host a show with me.

Bruce said yes!

Imagine my surprise when I stood face to face with my dream. It was for now, not someday…

Lucas and I believed that partnership with Bruce was just wh...