Full Name
Lindsay Troxell
Job Title
Founder & Head Coach
Firm Name
Our Coaching Initiative
Speaker Bio
Since 2005 Lindsay Troxell has worked with thousands of Financial Advisors and teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.
When the pandemic hit in 2020, Lindsay dove further into what it meant to be at the center of your clients' lives by offering an integrated approach to wealth and health.
No longer was it enough for Financial Advisors to show up and only talk about finances. Instead, clients wanted support with how to feel better and manage their minds in an uncertain world. The challenge?... many Financial Advisors weren't sure how to make that shift.
Lindsay began getting requests to work with clients and team members around the personal challenges that arose from the "new normal" of remote working, homeschooling, job loss, stress, overwhelm, and burnout. Over the next 3 years, it became clear that the industry was not only ready to integrate the power of coaching with wealth management…they were hungry for it.
Lindsay started Our Coaching Initiative as a platform where Financial Advisors, their team members, and their clients can access the power of coaching to create clearer, richer, more fulfilling lives.
Lindsay doesn't pretend to have all of the answers. She's as human as they come. She's got goals and dreams, but sometimes her habits don't align with the results she wants to create for herself. And that's part of what makes Lindsay a great coach. She's human. She knows what it's like to be both high performing and sometimes a bit of a procrastinator. Accomplished and flawed. Confident and confused. She's also unapologetically curious about the science behind how we feel and its connection to how we show up.
Lindsay Troxell