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Lindsey Troxell

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Planning & Beyond®Planning & Beyond®10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay TroxellText us to share what you found helpful!In this episode of Planning & Beyond, we welcome Lindsay Troxell, Founder and Head Coach of Our Coaching Initiative. Lindsay shares her personal journey and how it shaped her approach to identity work in financial planning.Key points discussed:Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it matters (purpose).The importance of starting with "who" before diving into values and purpose.How identity work can improve advisor, team, and client well-being.Practical ways for advisors to incorporate identity...2024-10-2458 minOn PurposeOn PurposeSix People You Need In Your Life to Develop Your CareerEven as a child, Eric possessed an innate spark that seemed to defy containment. With a passion for uplifting others, particularly fellow advisors, Eric discovered his calling in fostering connections and nurturing potential. His philosophy? The equation to becoming your dream self is Mindset + Heart set + Skill set. Today, Eric is at the helm of a diverse portfolio of ventures, from serving as CEO at Forefront Wealth Advisors in Austin, Texas, to overseeing a national insurance agency catering to financial advisors, running a tax business, advisor consulting, and more; his scope is expansive. Eric’s coaching methodology mirrors his ow...2024-04-1022 minUBS On-Air: ConversationsUBS On-Air: ConversationsManaging Stress for Success: How to identify and manage stressOur conversation is all about stress management as my guest outlines some considerations and tips when it comes to understating the warning signs of stress and how to best navigate stressful periods or occurrences in both our personal and professional lives. Featured is Lindsey Troxell, Senior Director with Knowledge Labs Professional Development at Janus Henderson Investors. Host: Daniel Cassidy2022-09-1330 min