Lindsey Swanson, CFP®

Questioner
DISC Type : c

Financial Advisor at We Financial Group

United States

Overview

Lindsey is a Certified Financial Planner (CFP®) at We Financial Group and the founder of Stripper Financial Planning. A graduate of The University of Alabama, she focuses on providing accessible, human-centered financial advice to underserved populations, including sex workers and the LGBTQ+ community, breaking down traditional industry barriers.

Outside of her advisory roles, Lindsey is a passionate advocate and dog lover who frequently shares her expertise on podcasts. She speaks on topics ranging from ESG investing to the intersection of marketing and mental health for financial advisors, aiming to demystify finance for a broader audience.

She founded Stripper Financial Planning to offer shame-free, practical financial advice to adult creators, dancers, and performers.

Personality Overview

Not Easily Convinced

Value Seeker

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Financial Inclusion
Her career is dedicated to serving overlooked communities, founding a firm specifically to provide financial planning for sex workers and specializing in advice for the LGBTQ+ community.
Serving Niche Markets
She has successfully built a business by identifying and creating tailored financial services for a specific underserved demographic, a topic she has discussed on podcasts.
LGBTQ+ Finances
As a member of the community, she specializes in financial planning for LGBTQ+ individuals and non-traditional families, addressing their unique financial challenges and goals.

Media Appearances

Lindsey has no verified media appearances

Work History

6-2025
Financial Advisor at We Financial Group
5-2023 - 3-2025
Financial Advisor at Brio Financial Group
8-2020
Founder at Stripper Financial Planning
10-2018 - 8-2020
Private Wealth Advisor, Lead Investment Analyst at Relevé Financial Group
5-2018 - 10-2018
Investment Associate at Financial Advisory Group

Education

2017 - 2019
Bachelor of Science - BS from The University of Alabama
2016 - 2017
Business from Southeast Community College

More Information

Social Presence :

Prographics :

Exp : N/A Location : United States Job Level : N/A Designation : Financial Advisor at We Financial Group
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Insights For Selling To Lindsey

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsey is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Lindsey

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Lindsey move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Lindsey take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Lindsey

Personality Compatibility


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