Compelling Client Connections
Tim's Newsletter
By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
I Don’t Do Lunch
In 2015, Forbes published an article by Robert Laura titled “When Couples Argue About Retirement” which grabbed my attention. Laura noted the one, often overlooked part of a couple’s retirement plan: managing their relationship when work is in the rearview mirror....
Looking Both Ways
Carey sat in my office to discuss an investment in his retirement. During our time together, I suggested a long-term strategy with incremental short-term steps. “I’ve been thinking a lot,” he said, “about a question you asked me months ago.” I leaned in a bit as he...
Loneliness
Advisors today have many clients who are single, widowed, or divorced. The numbers are telling: single adults in the United States now comprise slightly more than half the adult population and growing. For younger adults, being single poses unique challenges. Under 40...
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.