Episode Details

In the latest episode of the new podcast series, Focused on the Future, veteran industry leader Suzanne Siracuse talks with Lazetta Braxton, Co-CEO of 2050 Wealth Partners, about how she is structuring her firm to serve the investor of the future, why she doesn’t like the term “mentor”, and why we all need to pay attention to Gen Z.

Specifically, Lazetta discusses:

• Her firm’s business model and how it is allowing people who are income rich and building assets to have access to financial planning and a partner with them on the journey
• The one important conversation that led her to become one of the leading voices in our industry
• Why she is leaning into being a “friend-tor” vs a mentor
• Her advice on working with the media 
• Why firms need to be paying attention to what Gen Z is saying 

Resources:

• #DoingTheWork Leadership MasterClass

Connect With Suzanne Siracuse:

• Website: WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Suzanne Siracuse
• Twitter: Suzanne Siracuse
• Email: Suzanne@suzannesiracuse.com

Connect With Lazetta Braxton:

• Website: Lazetta & Associates 
• Website: 2050 Wealth Partners
• Website: #DoingTheWork Leadership MasterClass
• LinkedIn: Lazetta Braxton
• Instagram: Lazetta Braxton
• Twitter: Lazetta Braxton

About Our Guest:

For Lazetta Rainey Braxton, MBA, CFP®, it’s all about doing the work. 

She is passionate about amplifying diversity, inclusion, equality and belonging in the financial planning profession, and does so through financial planning, public speaking, writing, consulting, and coaching. 

Lazetta serves as co-CEO of 2050 Wealth Partners, where she provides access to financial planning to individuals and families who desire financial freedom to influence, experience, give and mak