Templar Advisors, Consultant
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 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 to the Private Bank, Bank Trust, RIA, & Family Office client channels across the Western and Southeast US regions.
Prior to this, she spent eight years at OppenheimerFunds in various roles, including investment sales, consulting to independent & broker dealer firms, 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, with a particular focus on wealth management.
Lindsey graduated with both her MBA & MSc. in International Business (MSIB) with an emphasis in Negotiation at the University of Colorado, Denver and holds a Master’s Certificate degree in Financial Psychology & Behavioral Finance at Creighton University.
Lindsey also holds the Certified Private Wealth Advisor® (CPWA) designation along with her Series 7 & Series 63 Licenses.
Unconscious Communication & Engagement: How Remote Interactions & Environments of Uncertainty Impact Client Communication Dynamics
Lindsey will share how environments of stress and uncertainty affect the influence and impact of unconscious biases. She also dives into how biases affect our decisions (both for Advisors & Clients alike) in types of crisis environments. In this session, Lindsey will uncover how digital technology and today’s “New Normal” of remote interactions impact the unconscious mind and what it mean for your professional interactions.
Thursday, Sept. 10, 2020
11:00 –11:50 a.m. EST