WORKSHOPS
Ready for a Transformation?
From a one-hour virtual workshop to a full day team immersion, our tailored experiences will leave you feeling ready to influence your clients, team, and community.
LET'S DO THISLet's Work Together.
You understand the importance of investing in your business and your team. Inefficiencies cause teams to waste time, and inconsistent processes become challenging to manage...not to mention, impossible to grow.
You know the drill: register, pay a fee, attend the conference, get some ideas and inspiration and then hope something sticks. You start the week off motivated...but little changes. We've all been there.
The Four Wings Experience is different. Our workshops bring relevant and interesting ideas you and your team can implement right away.
OUR SIGNATURE WORKSHOP
The i(4) Experience
The i(4) Experience is a workshop attended by advisors and their teams. We will spend a full day diving deep into four main pillars: Identify, Implement, Integrate, Ignire.
Your entire team will leave re-energized with tons of new ideas and a clear 90-day action plan to influence your clients and your community.
The Agenda
Identify
Getting organized for the new year.
Implement
Clear processes and workflows.
Integrate
Combining your vision with your business plan.
Ignite
The Q10 Tracker as your 90-day action plan.
Our next i(4) Experience is January 23, 2025 from 11-4 pm ET
Registration includes attendance to the one-day virtual workshop for the advisor plus two team/staff members.
$1500
REIGSTER FOR I(4) NOWUpcoming Live Workshops
NEW!
Fee-Based Planning Workshop
Originally $400
Now $195
The Fee-Based Planning Workshop is attended by advisors, practice managers, paraplanners, and anyone else involved in the fee-based planning process. We'll cover everything from dealing with objections to pricing and marketing.
Whether you're just getting started or experienced, there's something here for you.
2025 Dates TBD
The Agenda
Agency Workshops
Hire us to deliver a workshop to your entire office.
i(4) Experience
Request our signature workshop for your practice. Customizable for individual advisor practices or many advisor teams.
Transitioning to Fee-Based Planning
How to deal with your own objections, plan for the change, and communicate to your clients. It's time to build a sustainable fee-based practice.
Integration Sweet-Spot
Erase the notion of work-life balance. It's time to fully integrate all aspects of your life, and this workshop will teach you how to do it. Balance is out, integration is in.
Business Growth & Expansion
Feeling overwhelmed as a sole practitioner? Let's talk about teaming, sharing staff, and hiring your own people.
Practice Management Academy
How to provide an outstanding client experience through repeatable processes, elevate sales support, and operational excellence.
Book Club
Interested in building more confetti moments for your team and clients? Host a book club focused on Amy's book, Confetti Moments.
What workshop attendees had to say:
"You guys are ROCKSTARS! I love the way you speak so clearly, emotionally, intentionally and knowledgeably (not necessarily in that order!)"
- Advisor with a team of 4
"This was a well organized workshop with so much information! You are so generous with all these templates. This was by far the most helpful coaching session I have ever attended. Thank you!"
- Advisor with 10 years of experience
"I feel very inspired to continue the process of implementing structured workflows - better yet, I know how to make it happen because you just showed us exactly how."
- Advisor with 2 years of experience
Questions?
We've got answers.
Who is the i(4) Experience for?
What's the cost for a workshop?
How do we hire Amy to bring a workshop to our company exclusively?
INSPIRE YOUR TEAM
Interested in hosting one of our workshops?
Click the button to fill out the inquiry form. We'll get back to you faster than you can say "Integrate!"
LET'S DO THIS