By Tim Owings
Cadence of Care
IMAGINING A TRANSFORMED ADVISOR-CLIENT EXPERIENCE
When she sat in my office, I could not stop translating her face. The raised eyebrow was saying one thing but the upturned, impish mouth another. What I first sensed was a tough conversation soon turned into one of the most delightful visits of the day. How do you...
Some time back, I read an article published by New York Times guest columnist Carl Richards, CFP® that offered wisdom. Titled, “Your Future Should Be Bigger Than Your Past. Here’s How to Do It,” Richards takes on a phenomenon advisors face every day. Time with clients...
Before I answered his call, I recognized the number and felt with pinpoint precision what I was about to hear. “What are we going to do?” he asked. With surprising calm, I responded, “What are we going to do about what?” At that time, not unlike these first months of...
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.