Episode 68

full
Published on:

2nd Nov 2020

Making the Financial Industry More Inclusive with Lazetta Braxton

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!

Highlights:

>> 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:

LinkedIn

Twitter

>> Financial Planning

>> 2050 Wealth Partners

>> 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

>> You Are What You Absorb

>> 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 emlen@minoritymoneypodcast.com Can't wait to meet you.



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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.