By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
Noise is a tenured resident in our modern lives. Whether it’s the whirl of a tumbling dryer, the muted voices of sportscasters calling a game, the hum of an automobile’s engine, or the buzz of the florescent fixtures in our offices, all manner of noise is with us and...
Mortality’s Inescapable Stare
A few years back, in one of those “out of the blue” moments, a call showed up on my phone from a senior client. Unexpected. On the weekend. Concerning. They both were both clients and decades-long friends. “We had to put John in the hospital yesterday and I wanted you...
Nurturing Client Confidence
It’s more common now than perhaps ever before. We take a call from a client whose world seems to be turning upside down. The economy is adversely affecting their profession, a family situation comes out of nowhere, or they are second-guessing a major business decision...
Author | Speaker | Consultant
After 25 years serving as senior pastor of five congregations, 2003 found Tim Owings re-inventing his professional life. After three years as a consultant with churches, Tim joined Smith Barney in 2007 as a Financial Advisor. He earned the CFP® designation in 2011. Fourteen years later, after building a very successful practice with two partners, Tim retired from Morgan Stanley at the end of June 2021. He is currently under contract with Hartford Funds as one of their thought leaders developing practice management materials for financial advisors. Learn More >>
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A clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.