influencing finance
come cultivate money curiosity.
Collaboration Opportunities
speaking
Lindsey is an accomplished speaker and industry expert with extensive experience in the financial services sector. With a diverse background spanning RIAs, large Broker Dealers, advocacy work, and professional consulting, she offers engaging speaking topics on subjects such as crypto assets for financial planning, challenges facing modern women, retirement strategies for small business owners, AI’s impact on financial planning, personal branding in the industry, and building inclusive firms. Lindsey’s sessions provide practical insights and actionable strategies to empower audiences and drive success in the ever-evolving financial services landscape.
consulting
Lindsey is a strategic planning expert with extensive financial services experience, offering bite-sized solutions and expert feedback from a next-gen female perspective. As a financial planning consultant, she specializes in institutional retirement plans, high net worth individuals, and the mass affluent market. Lindsey also assists with recruiting and provides free career coaching, and has upcoming group coaching classes and programs for solopreneurs and influencers.
projects
We believe in equipping your children with the skills to be able to learn for the rest of their lives! By instilling in them a method of analytical thinking, we believe they will be able to be independent thinkers and be high performers in their chosen careers.
partner reviews
Lindsey is the perfect example of a great leader. She is very detail oriented and doesn’t have a problem going over the nitty gritty things to get something right. She will help anyone who needs it and still gets her own stuff done by the deadline. I have seen her go out of her way to help her coworkers even when it inconveniences her. She is extremely positive and a wonderful presenter. I would want Lindsey on my team, no matter what the project is.
― Anna
Lindsey is extremely talented, and is always striving for high performance. She can see things from various perspectives, which brings great insights to understanding and solving problems. Also, Lindsey is a natural leader, she brings synergy to her team, and she is constantly seeking for knowledge. I know that Lindsey will be a valuable asset to any company
― Andre
catalyst · community · cultivation · character
start a career in financial services
$70 Trillion
of wealth is transferring over the next decade and $30 Trillion will move to the hands of Women where trust and transparency are important.
10,000 advisors
the fact of the matter is the financial services industry isn’t bringing in enough new financial professionals and according to RIA Intel, total advisor headcounts increased just 0.1% in 2020. By 2023, Cerulli expects that count will begin a decline through at least 2025.
2055 minority-majority
As a result of these factors, women today are, on average, more educated than men. The most recently available data indicates that, in 2017, there were 24.3 million women with bachelor’s degrees, compared to 21.9 million men, and 11.5 million women with master’s degrees,
compared to 9 million men.4
happy to help.
Ready to influence finance at your upcoming industry event or conference?
Lindsey, an aspiring speaker and industry expert, brings a wealth of experience from various financial roles and advocacy work, offering a unique and unbiased perspective to elevate your event.
About
Lindsey, an aspiring speaker and industry expert, brings a wealth of experience from various financial roles and advocacy work, offering a unique and unbiased perspective to elevate your event.
Contact
hello@influencingfinance.io
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