By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
The holiday season is awash in light. Cities and neighborhoods, businesses and homes are festooned with a brightness that, at least for these few weeks, pushes back the longer nights, punching holes in the darkness. For people of Christian faith, the season of Advent...
Thanksgiving, Black Friday, and Cyber Monday are all behind us. But then again, when Black Friday begins in early November, the shopping season seems more consuming now than ever! How do we maximize the next few weeks when engaging our clients? When I was active in...
An often-overlooked insight into a client’s financial perspective bubbles up when asking about the family’s history. “Tell me about home; where you grew up, your parents, and a couple of warm memories from your family of origin.” When you ask that question, notice...
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.