It’s incredibly hard to get into the financial industry. But what is more difficult is staying in it.
To make the financial industry more inclusive, and serve more people of color and provide them with the financial services that they need, I’m bringing in another incredible guest who has done awesome stuff for the industry and for the people of color community!
Join me in this episode as I interview the “Financial Planner for the Rest of Us”, Lazetta Rainey Braxton, MBA, CFP! She is wealth manager & investment advisor, entrepreneur, speaker, writer, and the Co-Founder and Co-CEO of 2050 Wealth Partners, a virtual financial planning and wealth management firm with a mission to provide access to financial planning for “the rest of us.”
Lazetta believes that solid financial advice is not just for the 1%. Her work involves elevating people of color, specifically the black community.
We’re going to talk about the underrepresentation of black advisors and how it affects black families. We also touch on the topic of diversity, equity and inclusion, and how we can create an environment where people feel included. And help minorities build wealth!
>> The under representation of black advisors in the financial industry
>> How does the lack or under representation of black advisors affect black families
>> Unique challenges that financial advisors of color experienced
>> How learning financial planning gives people of color a unique type of independence
>> Diversity, networking, and connecting with people
>> What diversity, equity, and inclusion means for Lazetta
>> The best thing non-poc can do for to support their poc colleagues/friends
>> How to make the financial industry and profession more inclusive
Resources mentioned from this episode:
>> Lazetta’s Social Media:
>> 6 ways to recognize and share white privilege in wealth management
If you loved this episode, you have to listen to these episodes as well:
>> How to Start Feeling Good about Your Money with Pamela Capalad
>> Gaining Financial Confidence Through Money Talks with Jen Hemphill
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Let’s Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://www.facebook.com/groups/423846561552747/)
Want to chat with a fee-only financial planner? Shoot me an email at email@example.com Can’t wait to meet you.