Compelling Client Connections
Tim's Newsletter
By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
Notions
We humans live by story. Stories, like tributaries meandering into a larger river, flow and feed who we are and what matters most to us. And yes, more so now than ever before, voices heard and overheard, posts, blogs, and sound bites trickle ideas into our...
Going Beyond the Boxes
What we know about a prospect or client is the heart and soul of CRM software. You may use Salesforce or another similar platform to manage client data. These platforms’ robust technologies create a process that uses what is known about a client to drive marketing,...
Staring at 2023
Several years ago, I was in conversation with an older clergyman who had served the same church for over 25 years. I asked, “How have you sustained a ministry at one church for those many years?” Without hesitation, he answered: “I’ve always had some project, some new...
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.