Four Wings Consulting

I ditched my fancy heels today, and instead rocked these glittery sneakers for my keynote presentation.

Not hard to identify where I’ve just given a presentation! Follow the Confetti trail!

We're excited to announce that our 2025 coaching groups are now open for registration! 🎉

What to Expect: Sessions alternate between sales strategies and practice management tips to streamline your business. We kick things off with an immersive, full-day workshop for you and your team designed to help you kick off the year with a strategic action plan.

Visit our website to learn more:

The Club: Small cohort group coaching for financial advisors from all company affiliations: https://www.fourwings.consulting/the-club

Coalition: Group coaching for MassMutual female financial advisors: https://www.fourwings.consulting/coalition

An advisor just shared this with me and I had to pass it on.

You probably already know that people who are AARP members get tremendous discounts on travel, car rentals, restaurants, and much more. But did you know you can join as young as AGE 18?? It’s so inexpensive, and you’re eligible for all these member-only discounts. Their website states, “While AARP is dedicated to people over 50, there is no minimum age to join. Anyone 18 and older can get an AARP membership for as low as $12 for the first year with automatic renewal.”

Share with your clients this cool resource— for $12/year!

Check it out!

AARP Membership – Join or Renew AARP Membership – Join or Renew

Are you waiting for motivation to strike before taking action? Our latest blog might help you flip the script.

Take Action. Good Feelings Follow. How often do we wait until we feel motivated to take action? We hope for inspiration. The problem: hope is not a plan of action. What if you reversed your thinking? Take action first. And trust that the good feelings will follow.

We are so excited to announce that registration is officially open for our two NEW programs:

➡️Practice Management Academy: An 8-week academy designed for anyone involved in the day-to-day operations of a financial services firm. Learn more at: https://www.fourwings.consulting/practice-management-academy

➡️Fee-Based Planning Workshop: A half-day, virtual fee-based planning workshop for financial advisors of all experience levels. Learn more at: https://www.fourwings.consulting/workshops

Both kick off in September, so get registered today!

Workshops From one-hour virtual workshops to full-day team immersion, our tailored experiences will leave financial advisors feeling ready to influence their clients, teams and communities. Our workshops bring relevant and interesting ideas you and your team can implement right away.

So pleased to speak to the Women’s Study Group of Baystate Financial last week! I love seeing powerful female advisors helping one another, sharing ideas, and being a strong sounding board. In our sessions, I spoke about the importance of creating an integrated life (because “balance” is not what anyone is going for). We discussed ways to reduce cognitive load and decision fatigue, and how to become a time-blocking calendar ninja. And ultimately, we all agreed that to thrive in our industry, we need to BE a big sister and to HAVE a big sister. To all my sisters out there, thank you! What an amazing group!

As someone who coaches almost exclusively on Zoom, I was so excited to be in person this week with our growing group of Coalition members. These women are some of the best on the business!

Our June quarterly planning day is one of our favorite days of ther year!

🎉 Meeting in person
💪 Refocusing for the second half of the year
👍 Brainstorming new ideas for our coaching groups

Are you someone who works while on vacation? This is a message you may need to hear!

Not the Key to Your Success You work hard. Then you go on vacation-- to rest and relax and get rejuvenated-- but you end up working on your vacation too. This does not benefit you. Notice the message you are sending to the people who are about you the most. It's time to reprioritize.

The Coalition community is showing up at MassMutual Academy in Washington, D.C.! Be sure to stop and say hello if you see us!

Thank you to our friends at Whole Growth Partners, LLC for spending time with our coaching communities this week!

WGP exclusively serves firms in the financial services industry. They understand the unique pain points financial advisors face when trying to creatively market themselves, and they offer practical guidance that feels attainable, not overwhelming.

Thank you, Whole Growth Partners, LLC, for all you do!

Thank you to our colleague and friend, Amy Jamrog, for having us at your Coalition training sessions this week! It was great giving tangible tips on how to create a Capabilities Deck that motivates prospects to become clients!

Do you know your coworkers' languages of appreciation? This audiobook will give you the tools to improve staff morale, create a more positive workplace, and increase engagement.

The 5 Languages of Appreciation in the Workplace: Empowering Organizations by Encouraging People The 5 Languages of Appreciation in the Workplace: Empowering Organizations by Encouraging People

This video is well worth the watch. Enlightening, inspiring, emotional, and wisdom-filled are just a few of the descriptors we have heard and read from people who have watched this video. Schedule a date with yourself and have a listen. You won't regret it

David Brooks | How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen Because you love Author Events, please make a donation to keep this series available to everyone: https://support.freelibrary.org/site/Donation2?df_id=1860&m...

Every month we bring a new tech, app, and video/blog recommendation to our coaching groups. Our tech recommendation for April is Trust & Will: Estate Planning Made Easy.

Trust & Will is an online platform that stewards individuals and couples through the creation of a will and/or trust. Check it out at:

Estate Planning - Create an Online Will and Trust | Trust & Will Estate planning with Trust & Will is the easiest way to create, edit, store, and share your Trust or Will legal documents. Create an estate plan today!

Today we met with our Coalition members to reflect on the past 90 days and reset our goals for Q2. Here is a quick journaling exercise to help you do the same:

✔️ Reflect on the last 12 weeks. What have you accomplished?
✔️ Recalibrate your goals. What was left undone in Q1 that you want to focus on in Q2? Are there any goals you want to repeat?
✔️Recommit to yourself. What is critical to focus on in Q2? What is happening at home and at work in March, April, and May?

It's amazing what you can accomplish in 12 short weeks!

https://www.fourwings.consulting/blog/give-your-brain-a-break

Give Your Brain a Break Are you exhausted from all the decisions you have to make every day? Are you the master of multi-tasking, handling four things at once? It might be time to stop and give your brain the break it needs.