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 20 years of experience in practice management, training, consulting and coaching and 19 years of financial industry experience.

Articles Written

Turning Stress Awareness into Action

Turning Stress Awareness into Action

Recognizing our short-term reactions to stress can help prevent its harmful long-term impacts on our health and wellbeing.

Financial Professionals Need to Rethink Stress

Financial Professionals Need to Rethink Stress

April is designated as National Stress Awareness Month but managing stress is a year-round effort.

How WOW Can Set You Apart from the Competition

How WOW Can Set You Apart from the Competition

WOW experiences are key to setting yourself apart from the competition. Here’s how to deliver them consistently.

The Mindset and Process of WOW this Holiday Season

The Mindset and Process of WOW this Holiday Season

A scalable process for creating memorable moments that are highly personalized and timed for relevance.

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.

Banishing Burnout: Achieving Purpose

Banishing Burnout: Achieving Purpose

Once we’ve recovered from burnout, it is possible to go one step further by attaining purpose in our lives.

Banishing Burnout: How to Support Your Team

Banishing Burnout: How to Support Your Team

The roots of burnout run deep but are usually hidden from view, making it difficult to detect in others before it’s too late.

Banishing Burnout: A Personal Recovery Plan

Banishing Burnout: A Personal Recovery Plan

Techniques to help recover from burnout, a condition resulting from chronic workplace stress.

Prospecting in the “New Normal”

Prospecting in the “New Normal”

Five steps to help wealth management businesses shift their approach to attracting new clients and adapt to the changing world.

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.