Remove B2B Remove Budgeting Remove Financial Planning
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Dorsainvil, CFP®, they are on 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%. She was also named a Top 10 Financial Advisor by Investopedia. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners.

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Transcript: Ramit Sethi

The Big Picture

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself.

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Transcript: Joanne Bradford

The Big Picture

And so they have done that and they’re a B2B company right now. And she did a plan for me personally and answered the questions, can I retire? Like literally went through my budget, my spending, my potential spending and my investments. They, well, they love a, you know, TikTok, you know, budget tool.

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