For Financial Professionals in the US

Lindsay Troxell

Senior Director, Knowledge Labs®
Professional Development

Lindsay Troxell is Senior Director, Knowledge Labs® Professional Development at Janus Henderson Investors. In this role, she provides performance coaching and consulting to financial professionals and their clients. Ms. Troxell has an unapologetic commitment to being curious and challenges her clients to manage their minds, which makes her a sought-after coach and keynote speaker who disrupts the industry with her ideas around a mindful and integrated approach to wealth and health. She leverages her experience as a certified life coach, executive management consultant, previous financial professional and NextGen leader to coach clients on intentionality and bring valuable insights to wealth managers.

Ms. Troxell earned a BBA degree in entrepreneurship and organizational development from Babson College. She holds FINRA Series 7 and 63 securities licenses and is a Kolbe TM Certified Consultant. She has 19 years of experience in practice management, training, consulting and coaching and 19 years of financial industry experience.

Articles Written

The Art of WOW: Meeting Your Clients’ Unstated Needs

The Art of WOW: Meeting Your Clients’ Unstated Needs

Create meaningful connections with clients by seeking to surprise and delight them through unexpected actions.

Webinars that Work: How to Plan and Promote Memorable Virtual Events

Webinars that Work: How to Plan and Promote Memorable Virtual Events

How financial professionals can use webinars as a strategic prospecting tool.

How to Help Female Clients Advocate for Themselves Financially

How to Help Female Clients Advocate for Themselves Financially

Lindsay Troxell, Director, Knowledge Labs® Professional Development, explains how financial professionals can help women more effectively negotiate financial matters.

The Spirit of WOW

The Spirit of WOW

Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.

What is Your Most Valuable Resource?

What is Your Most Valuable Resource?

To achieve balance, we may need to integrate our personal and professional lives rather than trying to separate the two.