10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell Artwork

Planning & Beyond® - Where financial planning meets human understanding

Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships.

Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations.

Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence.

If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work.

Topics include:

Mastering discovery and prospect meetings
Navigating difficult money conversations
Understanding client psychology
Building trust and deepening client relationships
Managing emotional client situations
Improving advisor-client communication
Applying behavioral finance strategies
Supporting clients through life transitions

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Planning & Beyond® - Where financial planning meets human understanding

10. Identity Matters: Aligning Your Clients' Values and Purpose with Lindsay Troxell

October 24, 2024 • Ashley Quamme

0:00 | 58:29

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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 discussions into client meetings.
Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists.

You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below.

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