Compelling Client Connections

Tim's Newsletter

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

Mr. Rogers and the Advisor

Mr. Rogers and the Advisor

“The older I get,” wrote television legend Fred Rogers, “the more convinced I am that the space between people who are trying their best to understand each other is hallowed ground.” I did not grow up in Mr. Rogers’ neighborhood, but in a way, I vicariously walked...

read more
Grief’s Many Faces

Grief’s Many Faces

The further my life’s journey extends into its seventh decade, the more I seem to recognize the reality of loss within myself and others. Someone older told me some three decades ago there would come a time when I would read the obituary column with as much interest...

read more
Lives at Mid-Story

Lives at Mid-Story

One of the crippling temptations advisors face is assuming a prospect or client’s story began when we showed up. Such hubris would be like finding your seat at The Met halfway through Act 3 of Verdi’s “Aida” unaware of the deadly triangle between the warrior Radames,...

read more

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 >>

Follow Tim on LinkedIn

{

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

{
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​

{
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