Four Wings Consulting

09/16/2026

Stress can be divided into three categories: too much, too little, and moderate.

1. Too much stress leads to anxiety and often poor performance.
2. Too little stress leads to low motivation, boredom and also poor performance.
3. Moderate stress is motivating and invigorating (and produces hormones in your brain similar to excitement)

Today's a good day to check your stress level and adjust!

09/13/2026

Even after 30 years in this business, I still get the Sunday Scaries and sometimes have trouble sleeping on Sunday nights. I’ve identified some techniques that have been working for me to reduce stress, which I thought I’d share:

SUNDAY CHECKLIST:

1. Look at the calendar for the next week and think about what needs prepping (food, appointment confirmations, coordination with spouse, or any kids and pet planning, etc.) It’s the personal to-dos that can derail your business momentum during the week.

2. If you work at the office: Pack your bag(s) on Sunday night instead of on Monday morning. This will avoid Monday morning cognitive load.

3. If you work from home: Prep your work desk on Sunday night for Monday (tidy up, remove clutter, be sure you have what you need ready NOW to start Monday morning right.)

4. Create a Success List rather than a To Do List. What are the things on that list that will, once checked off ✅, feel like successes? Get those out of your head before you go to bed on Sunday (or any) night!

5. Identify this week’s Top Three Priorities, personal and professional. (These will be different for everyone, and likely different every week.) It could include getting your workouts done, prepping for an important client meeting, or having a successful parent/teacher conference. Write down these three priorities and review them— each night and each morning— all week.

What techniques work for you as you prep for the week ahead?

PS: Here’s to a good night sleep! 😴

07/14/2026

Just finished my 30 minute Hospitality Block. Got 10 personal cards written to clients: birthday, congrats, sympathy, and thinking of you. Lesson: Take the time to acknowledge your clients, prospect, community leaders— and anyone making a difference. This also makes you more memorable. It only takes 30 minutes a week to impact 500 people a year!

06/08/2026

How often do we as financial advisors assume that clients won't want to meet with us in the summer, or that they'd prefer to wait until the fall to think about their financial plans? What if this is the summer you approached your practice differently? And more deliberately? Read here for some great ideas:

As advisors, we often assume summer means fewer meetings, delayed decisions, and clients who are too busy enjoying life to focus on financial planning. I've learned that summer isn't necessarily slower—it just creates different opportunities for the advisors who are paying the most attention.

03/12/2026

I'm not one to use sports references in my coaching, but I couldn't resist talking about Opening Day in baseball, and how it ties to our work as advisors. Read here for some inspo:

Opening Day in baseball starts the same way every year: every team is 0–0. For financial advisors, this is the perfect reminder that whether last year was a record breaker or a disappointment, success comes from showing up, practicing the fundamentals, and doing the work this season. ⚾

03/05/2026

Take a moment to remind yourself about the importance of starting your day off right: waking up at a consistent time each morning, creating a routine that works for you: journaling, meditation, devotions, a quiet coffee in bed before the kids wake up, a great workout, (NOT emails! Too much cognitive load), and ideally adding in a healthy breakfast (unless you’re a fan of intermittent fasting). Building consistency into the first 1-2 hours of your day sets the tone for how you intend the rest of the day will go.

Yesterday I was at a conference. On the left was my breakfast, and on the right was what the guy next to me chose for his.

Choices matter. Even the little ones. The many decisions we make (positive and negative) send reinforcing messages to our brain and our body, all day long.

You take care of a lot of people. This is a friendly reminder to not forget to take care of yourself.

In case you need to hear this today: You deserve a life filled with health, happiness, and vitality. Maybe today is the day you move yourself, and your own well being, a little higher up on your priority list.❤️💪🏼

02/06/2026

An important lesson from this little plant:

In September, I was throwing away all the dead flowers from my outdoor flower boxes. But this pink daisy was still in bloom and I couldn’t let her go. Instead, I took her inside, repotted her, and placed her near the window in the sunshine.

It’s February and 8 degrees in Massachusetts where I live. This daisy has been blooming all winter. On gloomy days, she occasionally closes up. On sunny days, she leans toward the rays and stands strong and tall. She’s bigger and brighter than ever.

I think about all of us in this business when I look at this plant. Don’t we all need to lean in, and get closer to the things that shine light on us? Yes, sometimes we close up on gloomy days. That’s understandable. Our job is not easy.

Today I want you to see these bright blossoms and remind yourself to put yourself in places where you’re surrounded by people who bring you light.

Even more important, let’s keep being the light for others. 💪🏼❤️ ☀️

01/27/2026

Still hammering out your goals for 2026? Here's some advice as you map out the year that will help you stay ahead!

This is the perfect time of year to make an appointment with yourself and map out your goals and intentions for the new year. But first make sure you are doing correct math as you plan out the next 12 months…

11/10/2025

Year-end is quickly approaching. It's time to pause and give yourself credit and recognition for everything you've accomplished in 2025. Read here for some perspective!

I’ve always insisted I’m not a runner—but what if my story about myself isn’t true? This month’s reflection is about redefining what we’re capable of when we stop labeling ourselves and start running our own race.

11/04/2025

What a fun morning teaching at Career Development School at the MassMutual home office! I loved the enthusiasm and willingness of new advisors to learn and grow!