Compelling Client Connections

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By Tim Owings

Cadence of Care

IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE

In Cadence of Care, Tim Owings illustrates a new model for client care mined from his 40 years as a beloved ordained minister. Using compelling stories from his dynamic background, Owings shows how an individual’s keen awareness of human behavior can create deeper, more meaningful interpersonal experiences.

Featured Posts

It’s the Noise!

It’s the Noise!

The agenda set for a client meeting may be predictable: Has anything changed since we last met? Review the recent quarter or the past 6-12 months. Re-visit the asset allocation. Any recommended changes?  “Good to visit with you. See you next week at the symphony...

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Acceptance

Acceptance

As many of you know, I am a polio survivor. When that insult showed up at 13 months of age, my life changed, and that of my family. I was one of the lucky ones; only my left leg bears witness to its after-effects. Not even imagined at that moment, polio’s...

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Anniversary Gift

Anniversary Gift

Forty-seven years ago today (July 12th), two green and starry-eyed, very young adults married each other in a beautiful church in West Palm Beach, FL. With family and friends gathered, all wondered if we would make it. I say with an impish twinkle in my eye, “Kathie...

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Author | Speaker | Consultant

TIM OWINGS

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.

- Robert B. Seaberg, Ph.D. Intersect Consulting, LLC

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Tim Owings understands what all the great ones know. People who trust you are far more important than all the product knowledge in the world.

- Don Connelly
Don Connelly Associates​

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The concepts Tim Owings shares in his book provide a comprehensive blueprint to integrate into practice.

- Marc D. Miller, Ph.D.,
Dean of the School of Business, Henderson State University