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Within the newest episode of the brand new podcast collection, Targeted on the Future, veteran trade chief Suzanne Siracuse talks with Lazetta Braxton, co-CEO of 2050 Wealth Companions, about how she is structuring her agency to serve the investor of the longer term, why she doesn’t just like the time period “mentor,” and why all of us want to concentrate to Gen Z.
Particularly, Lazetta discusses:
- Her agency’s enterprise mannequin and the way it’s permitting people who find themselves revenue wealthy and constructing property to have entry to monetary planning and a companion with them on the journey
- The one vital dialog that led her to turn out to be one of many main voices in our trade
- Why she is leaning into being a “friend-tor” vs a mentor
- Her recommendation on working with the media
- Why corporations should be being attentive to what Gen Z is saying
Assets:
Join With Suzanne Siracuse:
Join With Lazetta Braxton:
About Our Visitor:
For Lazetta Rainey Braxton, MBA, CFP®, it’s all about doing the work.
She is keen about amplifying variety, inclusion, equality and belonging within the monetary planning career, and does so by way of monetary planning, public talking, writing, consulting, and training.
Lazetta serves as co-CEO of 2050 Wealth Companions, the place she gives entry to monetary planning to people and households who want monetary freedom to affect, expertise, give and make a distinction for his or her household and future generations.
By way of Lazetta’s enterprise consulting follow, Lazetta & Associates, she employs a “no worry, no disgrace zone” to assist monetary companies corporations nurture culturally conscious and hospitable office environments that ignite innovation and allocate fairness amongst their workers.
A sought-after monetary professional, Lazetta delivers keynote displays and workshops with each care and urgency that invite attendees to nurture and advance human capital.
Acknowledged for her management, entrepreneurial spirit, and dedication, Lazetta was named as a Crain’s New York Enterprise Notable Black Chief and Government, in addition to one of many high 10 of Investopedia’s 100 High Monetary Advisors for 3 consecutive years. Funding Information’ honored her as one in every of its inaugural Girls to Watch and Excellence in Variety and Inclusion recipients. She additionally obtained the Affiliation of African American Monetary Advisors’ Management Legacy Award and the Coronary heart of Monetary Planning award from the Monetary Planning Affiliation.
Lazetta’s nationwide media presence contains appearances on NBC Nightly Information with Lester Holt, Nightly Enterprise Report, and CNBC’s Closing Bell. She writes on subjects associated to tradition, expertise and wealth as a member of the CNBC Digital Monetary Advisor Council and a contributor to the WSJ Specialists weblog, WealthManagement.com, and NextAvenue.org.
In all her endeavors, she is on a mission to create wealth for the frequent good.
