Lindsay Troxell
Lindsay Troxell is Senior Director of Practice Management at Janus Henderson Investors. In this role, she provides performance coaching and consulting to financial professionals and their clients. Lindsay 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.
Lindsay 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 Certified Consultant. She has over 17 years of experience in practice management, training, consulting and coaching and 21 years of financial industry experience.
Articles Written
Client experience for the modern financial professional
Actionable steps to help advisors take charge of their client experience (CX).
How to have better team meetings in 2023
How to conduct meetings that help keep your team focused, motivated, and fulfilled all year long.
Learn to see yourself clearly through the Johari Window
Professional development expert Lindsay Troxell shares how self-awareness can help put financial professionals on the right track to grow their business.
Financial professionals need to rethink stress
The first Wednesday in November is designated as National Stress Awareness Day but managing stress and the impact it can have on our mental and physical health is a year-round effort.
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.
The Art of WOW in the age of CX
The client experience, or CX, is a key competitive advantage for financial professionals who want to stand apart from the competition.
Why Sick Days Matter
Working through illness has become increasingly common in our industry, especially with the advent of remote work.
Six Keys to Extraordinary Teamwork
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts.
Is Your Niche Actually Unique?
Distinct from niche marketing, your Unique Business Tranche (UBT) is more akin to a super-niche that narrowly defines with whom you work.
The Art of WOW: Meeting Your Clients’ Unstated Needs – EMEA
Create meaningful connections with clients by seeking to surprise and delight them through unexpected actions.
Take a strategic approach to client appreciation this holiday season
How to use a deliberate and strategic approach to provide WOW experiences.
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.