Kelsey Lindsey

Inquirer
DISC Type : cd

Financial Advisor, managing partner at Lindsey Financial Group at LPL Financial

Fort Worth, Texas, United States

Overview

Kelsey Lindsey is a Financial Advisor and Managing Partner at Lindsey Financial Group with LPL Financial. A graduate of the TCU Neeley School of Business, she focuses on personal financial planning, accumulation strategies, and tax solutions. She has particular expertise in TRS pension and retirement plans for Texas school districts.

Outside of finance, Kelsey is the founder and owner of Fort Worth Princess Parties, an entertainment service she established in 2012. In her spare time, she enjoys music and occasionally sings in a band, performing in the Fort Worth Stockyards.

Unique fact: Kelsey combines her financial acumen with a creative entrepreneurial spirit, running a successful fairytale character business alongside her financial practice.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Retirement Planning
Focuses on accumulation strategies for investors looking to save for retirement and has special expertise in TRS pension plans for Texas educators.
Tax Planning
Enjoys tax planning and works with CPAs to bring clients personalized tax solutions through investment strategies.
Small Business Ownership
Founded and operates Fort Worth Princess Parties, a children's entertainment company, demonstrating over a decade of entrepreneurial experience.

Media Appearances

Kelsey has no verified media appearances

Work History

3-2021
Financial Advisor, managing partner at Lindsey Financial Group at LPL Financial
6-2019 - 12-2020
Financial Advisor at Cetera Investment Services LLC
2017 - 6-2019
Financial Services Representative at Foresters Financial
7-2016 - 5-2017
Supervisor of TCU Phonathon (Annual Giving Campaign) at Texas Christian University
5-2015 - 8-2015
Marketing Intern at Blue Infusion Technologies

Education

2013 - 2017
Bachelor of Business Administration (B.B.A.) from TCU Neeley School of Business
2009 - 2013
High School Diploma from Carroll Senior High School

More Information

Social Presence :

Prographics :

Exp : 13 Location : Fort Worth, Texas, United States Job Level : N/A Designation : Financial Advisor, managing partner at Lindsey Financial Group at LPL Financial
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Insights For Selling To Kelsey

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Make sure that you you respond to any queries from them quickly
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelsey is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Kelsey

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Kelsey move?

  • Their decision making speed is somewhere in the middle.
  • Can Kelsey take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Kelsey

Personality Compatibility


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