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Fulfillment

Awareness

Human Potential

Life without limits

We Believe In...

For your clients. For your team.  For you.

Partnering with us means GROWTH. Your clients and employees will grow emotionally, mentally, and spiritually as they create a deeper connection with themselves and their purpose in the world, directly impacting their bottom line (and, in turn, yours too). 

Where growth is inevitable. 

Build a deeper, more meaningful connection with your team and clients.

Welcome to the journey

We Believe in...

Fulfillment

The richness this life has to offer us is far more than our wealth alone, AND that creating wealth can help us live more fulfilling lives. 

Awareness

When people become aware of what they are thinking they can intentionally shape their lives.   And from the space of intention we create the richness we desire.  


Human Potential

By providing the space and tools for people to become aware of how their thoughts shape the results that they create in their lives they have the ability to live in alignment with their own human potential. 

We Value

Courage over comfort

Awareness over autopilot

Abundance over absence

Inclusion over ignorance

Intuition over instruction

Progress over perfection

Playfulness over polished

HELLO

Since 2005 Lindsay Troxell has worked with thousands of Financial Advisors and teams across the United States and in Europe with a focus on practice management, business development, client experience, team dynamics, and mindset.

When the pandemic hit in 2020, Lindsay dove further into what it meant to be at the center of your clients' lives by offering an integrated approach to wealth and health.

No longer was it enough for Financial Advisors to show up and only talk about finances. Instead, clients wanted support with how to feel better and manage their minds in an uncertain world. The challenge?... many Financial Advisors weren't sure how to make that shift.

Lindsay began getting requests to work with clients and team members around the personal challenges that arose from the "new normal" of remote working, homeschooling, job loss, stress, overwhelm, and burnout. Over the next 3 years, it became clear that the industry was not only ready to integrate the power of coaching with wealth management…they were hungry for it.

Lindsay started Our Coaching Initiative as a platform where Financial Advisors, their team members, and their clients can access the power of coaching to create clearer, richer, more fulfilling lives.

Lindsay doesn't pretend to have all of the answers. She's as human as they come. She's got goals and dreams, but sometimes her habits don't align with the results she wants to create for herself. And that's part of what makes Lindsay a great coach. She's human.  She knows what it's like to be both high performing and sometimes a bit of a procrastinator. Accomplished and flawed. Confident and confused. She's also unapologetically curious about the science behind how we feel and its connection to how we show up.

Are you ready to get curious? 

Meet Our Founder & Head Coach,
Lindsay Troxell.

Certified Life Coach, International Speaker, and Practice Management OG ready to change the landscape of Financial Services

I believe that creating mind-blowing results isn't about how much you know but what you choose to think about. That means the secret to a healthier and wealthier life is building the muscle of directing your thoughts with intention.

Lindsay

MEET OUR COACHES

I believe that creating mind-blowing results isn't about how much you know but what you choose to think about.  That means the secret to a healthier and wealthier life is building the muscle of directing your thoughts with intention. 

Our coaches are all certified life coaches with intimate knowledge in financial services.  We understand what you do, how you do it and the impact of your work.  We're here to help your firm and your clients grow.

Lindsay Troxell
Founder & Head Coach

Helping clients examine their habits, break down and reframe unproductive thought patterns and develop more profitable and satisfying behaviors is at the core of his practice.

Michael Fetterman
Coach Collaborator

our coaches are industry leading:

Next time come say hi!

Chance is you've seen us on stage.