Following her MBA program, Lindsey found a home at a mutual fund company working on the B2B side, an experience she credits with giving her an exceptional foundation in understanding how investments work in practice. She found herself gravitating to two things that would define her career for years to come: Helping individuals with their financial decisions and focusing on socially responsible investing.
Her focus on environmental, social, and governance (ESG) investing helped Lindsey cement her philosophy around authenticity in her role as an advisor. She’s worked to help clients build portfolios that reflect their values, and understanding the best way to construct those strategies takes an authentic understanding and relationship between advisor and client. People might have regular conversations with their advisors about their goals and dreams but rarely talk about their social values. In that gap, Lindsey found an opportunity to use her passion for people and relationships to build a successful practice.
But Lindsey’s focus on ESG didn’t just unlock a door to new relationships with clients; it also forced her to reorient her career around what was important to her. Lindsey’s work around traditional investments had always held her interest. Still, it wasn’t until she connected her clients to portfolios that meshed with their personal values that she found her calling.
It wasn’t always easy, though. Like many women in the male-dominated advisor industry, Lindsey found herself dealing with impostor syndrome and having to fight through those moments of self-doubt. She won a promotion at her first firm through working harder and longer than her male colleagues—something she attributes to imposter syndrome—and found herself criticized for landing the gig, an incident that sadly won’t sound unfamiliar to many women in the industry.
Through it all, though, Lindsey has focused on staying true to herself and embracing the skills and values that got her where she is on merit. Knowing industries and strategies is vital, but building authentic relationships with clients through a deep understanding of one another is what differentiates good advisors from great ones. Authenticity has been a guiding light for Lindsey throughout her life, from the moment she set up shop in her grandmother’s living room to her role in helping individuals make sure their values match up with their portfolios.
About The Human Advisor
Everyone has a story about what money means to them. When someone sits down in your office, it’s so much more than doing business. Your client comes to you with some of their core beliefs about success, identity, legacy, and relationship.
The Human Advisor Podcast is dedicated to changing the conversation from how big a financial advisor’s book of business is to how well they take care of their clients and actually help people. There’s a new breed of modern advisors who want to make a difference and do something meaningful. And in our series, we’re telling their stories. Watch more episodes.