Lyndsey Monahan, ChFC®

Commander
DISC Type : D

Financial Advisor at Precision Wealth Strategies

Dallas-Fort Worth Metroplex, United States

Overview

Lyndsey Monahan is a Financial Advisor at Precision Wealth Strategies and a Business Consultant who founded Women Inspire Wealth. With ChFC® and CLU® designations from The American College of Financial Services, she specializes in creating wealth plans for female executives and business owners, focusing on reducing risk and taxes.

Outside of work, Lyndsey is an avid golfer who enjoys scrambles, reading a good book, and traveling. She lives in the Dallas, Texas area with her husband and two children, and enjoys spending time with family and entertaining friends.

Before her career in finance, Lyndsey worked in IT for a Fortune 50 company and describes herself as a "reformed nerd. "

Personality Overview

Very Quick

Decisive

Risk-Taker

They are not always relationship oriented.  They like to move fast and expect the same from others. They take a lot of pride in personal achievements.

Topics They Care About

Female Empowerment
Founded Women Inspire Wealth, a firm dedicated to championing the financial empowerment of women, inspired by her own experiences growing up with a single mother.
Business Consulting
Functions as both a financial advisor and a business consultant, helping entrepreneurs find operational efficiencies and scale profits to generate more personal income.
Holistic Wealth Planning
Focuses on designing financial plans tailored to her clients' definitions of wealth, with an emphasis on creating strategies with less risk, less tax, and less stress.

Media Appearances

Lyndsey has no verified media appearances

Work History

6-2024
Financial Advisor at Precision Wealth Strategies
1-2024
Business Consultant at Lyndsey Monahan Consulting
7-2022 - 6-2024
Founder | CEO | Financial Consultant at Women Inspire Wealth
1-2022 - 6-2022
IAR | Sr. Wealth Manager at Black Mammoth
3-2020 - 1-2022
Investment Adviser Representative | Agent at Transamerica

Education

2001 - 2004
Bachelor of Science from Illinois State University
2016 - 2020
Chartered Financial Consultant from The American College of Financial Services

More Information

Social Presence :

Prographics :

Exp : 5 Location : Dallas-Fort Worth Metroplex, United States Job Level : N/A Designation : Financial Advisor at Precision Wealth Strategies
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Insights For Selling To Lyndsey

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lyndsey is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lyndsey

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Lyndsey move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Lyndsey take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Lyndsey

Personality Compatibility


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