Today on Bridging The Gap, Lindsey Larrabee, Consultant at Templar Advisors, a financial psychology and behavioral sciences lead, and a Certified Financial Behavior Specialist® , joins us to discuss behavioral psychology.
Lindsey and I dig into the definition of money scripts, the 4 primary money scripts, and she even helps me discover my personal money script!
We dive into how we can work to understand our clients’s suspicions during trying times, as well as tools that can help our clients to move forward. We also discuss our clients’ psychology today and in their future with their financial decisions.
Guest Bio:
Lindsey Larrabee joined Templar Advisors in 2019 as a consultant based in
Denver. She brings a research-led, yet highly practical communications coaching angle based on her specialized expertise as a Certified Financial Behavior Specialist® (FBS), and direct experience of building and managing client relationships across all channels since 2007.
Most recently, Lindsey spent four years in business development at BNY
Mellon in their Wealth Solutions Group, working as an investment consultant across all UHNW client channels. Prior to this, she spent eight years at OppenheimerFunds in various roles, including investment sales, and assisting the build-out of the Private Bank, Bank Trust, & Family Office team, covering clients across the entire US region. She takes an innovative approach to both client development and the client experience in financial services. Lindsey completed her undergraduate education between Colorado State University and La Universidad Latinoamericana de Ciencia y Tecnología (ULACIT), in San José, Costa Rica. She has since graduated with both her MBA & MSc. in International Business (MSIB) with an emphasis in Negotiation at the University of Colorado, Denver. Most recently she has gone on to earn her Master’s Certificate degree in Financial Psychology & Behavioral Finance at Creighton University.
Lindsey also holds the Certified Private Wealth Advisor® (CPWA) designation, is a DiSC® Certified Human Workplace Behavior Consultant, and is an extensively trained Certified Consultant of Highlands Ability Battery assessment for career exploration and alignment. She is an Executive Circle member of the Financial Psychology Institute, a published, peer-reviewed research paper author in the Journal of Financial Planning and is a regular keynote speaker at accredited industry events, including Investment & Wealth Institute’s Behavioral Advisor Forum. Her languages include both English & conversational Spanish.
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