This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
What makes your firm and your approach to financialplanning special? The key psychological barrier that both B2B and B2C sites have to account for. Bill Keen is the founder and CEO of Keen WealthAdvisors, which is an RIA in the greater Kansas City area with half a billion dollars in assets under management.
Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financialplanning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 FinancialAdvisor by Investopedia.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
B2B 
52 
Let's personalize your content