<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms">Text us to share what you found helpful!</a>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:<ol><li>Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it matters (purpose).</li><li>The importance of starting with "who" before diving into values and purpose.</li><li>How identity work can improve advisor, team, and client well-being.</li><li>Practical ways for advisors to incorporate identity discussions into client meetings.</li><li>Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists.</li></ol>You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below.Connect with us below!<ul><li>Lindsay Troxell on<a href='https://www.linkedin.com/in/lindsaytroxell/'> LinkedIn</a></li><li><a href='https://ourcoachinginitiative.com/'>Our Coaching Initiative</a></li><li>Ashley Quamme on <a href='https://www.linkedin.com/in/ashley-quamme/'>LinkedIn</a></li><li>Visit <a href='http://www.planningandbeyond.com'>Planning & Beyond</a></li></ul>

Text 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 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. Connect with us below!Lindsay Troxell on LinkedInOur Coaching InitiativeAshley Quamme on LinkedInVisit Planning & Beyond

<a href="https://www.buzzsprout.com/twilio/text_messages/2381993/open_sms" rel="noopener noreferrer">Text us to share what you found helpful!</a>In this episode of Planning &amp; 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:<ol><li>Lindsay's framework for understanding identity: who you are, what you value, how you behave, and why it matters (purpose).</li><li>The importance of starting with "who" before diving into values and purpose.</li><li>How identity work can improve advisor, team, and client well-being.</li><li>Practical ways for advisors to incorporate identity discussions into client meetings.</li><li>Signs that indicate when an advisor should consider outsourcing deeper identity work to specialists.</li></ol>You can learn more about Lindsay and her work by connecting with her through LinkedIn or her website linked below.Connect with us below!<ul><li>Lindsay Troxell on<a href="https://www.linkedin.com/in/lindsaytroxell/" rel="noopener noreferrer"> LinkedIn</a></li><li><a href="https://ourcoachinginitiative.com/" rel="noopener noreferrer">Our Coaching Initiative</a></li><li>Ashley Quamme on <a href="https://www.linkedin.com/in/ashley-quamme/" rel="noopener noreferrer">LinkedIn</a></li><li>Visit <a href="http://www.planningandbeyond.com" rel="noopener noreferrer">Planning &amp; Beyond</a></li></ul>

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

Planning &amp; Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning &amp; Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:<ul><li>Mastering discovery and prospect meetings</li><li>Navigating difficult money conversations</li><li>Understanding client psychology</li><li>Building trust and deepening relationships</li><li>Managing emotional client situations</li><li>Enhancing communication skills</li><li>Developing behavioral finance strategies</li><li>Supporting clients through life transitions</li></ul> New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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Planning & Beyond® transforms how financial advisors approach client relationships by bridging psychological insights with practical planning strategies. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, each episode delivers actionable techniques you can implement in your next client meeting. Unlike traditional financial planning podcasts that focus primarily on technical aspects, Planning & Beyond® explores the behavioral and psychological elements that shape client relationships. Through in-depth conversations with leading experts in behavioral finance, financial psychology, and financial therapy, you'll gain evidence-based strategies to navigate emotional client situations, build lasting trust, and create more meaningful relationships. Whether you're preparing for discovery meetings, helping clients through major life transitions, or looking to deepen client connections, you'll walk away from each episode with practical tools and confident approaches to enhance your practice. Join a community of advisors who understand that exceptional financial planning goes beyond the numbers. Topics include:Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening relationshipsManaging emotional client situationsEnhancing communication skillsDeveloping behavioral finance strategiesSupporting clients through life transitions New episodes release bi-weekly. Subscribe now to transform how you connect with clients.

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

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

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