Page 20 - BusinessWest January 23, 2023

Taking Flight
Amy Jamrog Takes Financial Advising, Coaching to Wider Audience
BY GEORGE O’BRIEN
[email protected]
“The dragonfly
is the only
insect that can
fly forward, backward, up, down, and side to side. And so, my coaching is about helping people figure out which direction they’re currently flying
in and getting them moving in a forward direction.”
Amy Jamrog says the past few years have certainly been a rough ride for investors — and anyone looking for financial advice. Indeed, between the pandemic and its many side effects, wild swings — and serious dips — on the stock market, copious amounts of uncertainty, and non-stop talk about inflation and reces- sion, people have been looking for a calm voice, someone who can help them make sense of all this, someone who can help them cope.
Meanwhile ... those doing the financial advising have been look- ing for all of those same things. And this certainly helps explain the rapid growth and intriguing staying power of a relatively new resource for these financial advisors called Four Wings Consult- ing. That name, and the accompanying logo, have some real significance.
“The dragonfly is the only insect that can fly forward, backward, up, down, and side to side,” Jamrog, a 25-year veteran of the finan- cial advising sector, told BusinessWest. “And so, my coaching is about helping people figure out which direction they’re currently fly- ing in and getting them moving in a forward direction.”
Elaborating, she said the coaching service was designed to help financial planners come up with relevant content, innovative solu- tions, and new ideas month after month — and pass on what they learn (often about subjects other than money) to their clients. At the same time, they were getting needed support themselves.
“During the pandemic, I was finding that so many financial advi- sors were working really hard to help their clients, and not having any support for themselves and feeling really isolated,” she said. “I just put out this idea of creating a community of advisors and coach-
Amy Jamrog says she started Four Wings and wrote her book Confetti Moments to broaden her impact as a coach and consultant.
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20 JANUARY 23, 2023 << BANKING & FINANCIAL SERVICES >> BusinessWest