By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
Thanksgiving is over and—you guessed it! —the month of months is about to begin. It normally takes a bit of coaxing, but Kathie and I eventually get “Santa’s List” from our grandchildren’s parents. Those lists look very different from what we once scribbled on...
Thanksgiving is ten days away. As turkey day nears, we with our clients will journey through a host of uniquely November events that include things like football, family reunions, meal preparations, and for people of faith, spiritual experiences, that usher in the...
I don’t know about you, but November 1st flips a switch every year that says “sweaters, the holidays, family, end-of-the-year, and busy!” Before we find ourselves in the tightening grip of all of that, maybe we need a break?! Today may be a “half-time” day to head to...
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.