How to Stay Relevant in an Increasingly Diverse Environment | Lazetta Braxton CFP

Session: 8:00 AM

Session Description

Changing demographics in the US can pose both an opportunity and challenge for financial planners/advisors searching for effective ways to serve future clients and grow their businesses. In this session, demographic trends, business roadblocks, and suggested approaches will be discussed.

Learning Objectives

A 45-minute session uncovering how to position attendees and their firms for serving diverse clients.


Speaker Bio

Lazetta Rainey Braxton, MBA, CFP®, is the “Financial Planner for the Rest of Us.” Unlike many financial advisors who focus only on the super-rich, Lazetta partners with everyday people who desire the financial freedom to experience, influence, give, and make a difference for their family and future generations; to create wealth for the common good. A Certified Financial Planner practitioner with more than 20 years of experience, Lazetta offers personalized financial planning, investment management, and educational seminars to individuals, families, businesses, and institutions. In 2008, she founded Financial Fountains, a fee-only financial planning and registered investment advisory firm that serves clients from around the country. Recognized for her leadership, entrepreneurial spirit, and dedication to the financial planning profession, Lazetta was honored as a 2018 Financial Planning Association Heart of Financial Planning awardee; as one of the inaugural Investment News’ Excellence in Diversity and Inclusion and Women to Watch awardees; and as an Association of African American Financial Advisors’ Leadership Legacy awardee. She is frequently featured in national publications and makes guest TV appearances as a financial expert. Lazetta has appeared on NBC Nightly News with Lester Holt, Nightly Business Report, and CNBC Closing Bell. She has been featured in national publications including CNBC.com, The Wall Street Journal, Kiplinger’s, Essence, Black Enterprise, Financial Planning Magazine, Morningstar, USA Today and many more. Also, as a sought-after speaker, Lazetta delivers keynotes and workshops that invite attendees to secure their legacies for the common good.