Lazetta and I served on an advisory board together focused on increasing the diversity of the financial advisor workforce. Lazetta did not hesitate to address the hard questions and was a leader in working through the sensitive issues that were frequently part of the conversation. Her passion, candor and lived experience made her contributions critical to the discourse and outcomes of our board's mission.

 

- Carol Fishman Cohen, Chair and Co-founder, iRelaunch

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Consulting & Coaching

Through her virtual consulting practice, Lazetta & Associates (L&A), Lazetta and her experienced team of professionals guide registered investment advisor firms to nurture culturally aware and hospitable workplace environments that ignite innovation and allocate equity amongst their employees. The financial planning profession and consumers alike benefit when RIA firms equitably distribute the financial and social capital generated by the firm’s human capital. L&A is committed to helping firms stay relevant in an increasingly diverse environment.
Organizations can expect well-researched, straightforward, and insightful consultative sessions which entail examining, analyzing, and understanding their approach, attitude, practices and processes around Diversity, Equity Inclusion and Belonging (DEIB) to leave them ready and able to stimulate future growth, innovation, and sustainability.
The holistic and tailored approach include elements like: 
Culture Assessments

By benchmarking your firm's current environment to industry best practices, Lazetta helps find alignment on goals and strategies to improve the culture in your organization. This work includes individual interviews of all partners and a selected group of managers and staff using both qualitative and quantitative methods.

Strategic Planning

Building upon a culture assessment, strategic planning addresses the questions “Where do I start?” and “How do we grow into the future?” by outlining the objectives, timeline, and action items for each deliverable. The journey is a top-down approach with the view that change and growth are most effectively executed by the senior leaders as examples for those who report to them. 

Leadership Development

Using a company’s defined framework for building a DEIB practice, this practice creates  intentional and ongoing opportunities for senior leadership to develop the necessary skills and competencies to foster an inclusive workplace environment.

Diversity Plans

Building upon your organization’s culture assessment, Lazetta creates a unique plan to align leadership and staff on how to nurture a more inclusive workplace through existing policies, practices, and procedures. At the core of this plan is a desire to enhance a firm’s ability to attract and sustain diverse talent in a hospitable environment where all voices and contributions are valued and equitably rewarded.

Diversity and Inclusion Training

Lazetta’s diversity and inclusion training is the perfect way to cap off your organization's DEIB plans, and move plans into action on a firm-wide level, starting with the C-Suite leaders. In her training, Lazetta guides individuals through a series of cognitive processes which help examine an individual’s personal relationship to DEIB and helps unearth catalysts for growth.

Executive Coaching

Using a company’s defined framework for building a DEIB practice, this practice creates  intentional and ongoing opportunities for senior leadership to develop the necessary skills and competencies to foster an inclusive workplace environment.

Talent Management

Your organization’s biggest asset is your people. We partner with you to assess, build and implement a robust HR platform that spans recruiting, hiring, onboarding, compensation and performance.

Coming Soon:

#DoingTheWork

Are you a financial advisor looking for a safe place to: 

  • explore and engage leadership anchored in DEIB,

  • hone cultural competency skills, and

  • be empowered by a future driven by change and innovation? 

Stay tuned for news on L&A’s upcoming membership platform, #DoingTheWork, which will provide the tools and access for FAs of all backgrounds to collectively listen, learn and lift our community. 

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Ask Lazetta

Looking for a second opinion, or validation on your current efforts? Lazetta offers singular consulting calls to discuss your DEI strategy.

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