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Reading Faces

Reading Faces

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...

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Future Big – Past Small

Future Big – Past Small

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...

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Managing an Emotional Storm

Managing an Emotional Storm

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...

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It’s Their Story, Isn’t It?

It’s Their Story, Isn’t It?

All of us live in a story-book world. With our first breath, we were birthed into a story of family and faith, country and culture that has been going on a long time. Early on, we live in the “family of origin” story unaware of all the influences we are continually...

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Choose Happy!

Choose Happy!

Golfing legend Gary Player often tells an audience his secret to positive, purposeful living. Says Player, “Every morning when I get up, I look in the mirror and say to myself, ‘Gary, today you can be happy or you can be miserable.’ I choose happy!” Frankly, it makes...

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Story’s Fertile Future

Story’s Fertile Future

At the beginning of this three-part series, we learned how to identify poignant, turning-point moments in our past that have powerfully shaped who we are. Then we explored how we can bring those turning point stories into the palpable present. Now we look to story’s...

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Story’s Palpable Present

Story’s Palpable Present

Here begins the second of three posts on how our story’s past, present, and future create compelling client connections. What turning-point stories from your poignant past have bubbled up? Memories of challenges you faced, successes you enjoyed, and those...

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Story’s Poignant Past

Story’s Poignant Past

Colleagues aware of my work with financial professionals know this: story is a primary subject to which I return often. With the writing of Cadence of Care and the launch of my website in 2016, I have focused on how sharing a personal story connects with clients. To...

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Artificial Snow

Artificial Snow

Yes, it’s true. They are creating artificial snow at the Olympics in Beijing. Some like it, some don’t. Check the facts before you launch an international incident. The winter Olympic Games have been using some form of artificial snow since 1980. I’ve learned that...

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Look Forward and Grow

Look Forward and Grow

A new decade has begun and with it, a fresh opportunity to peek at the small rear-view mirror of the 2010’s – just a peek! – while focused on the wide windshield of the 2020’s. Look back for a moment and learn. Look forward and grow. Learn . . . grow! Let us start...

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How Reading Fiction Improves Empathy

How Reading Fiction Improves Empathy

A New York Times piece sometime back by writer Susan Pinker summarizes multi-years research on the relationship between reading fiction and how we understand others.  The article, “Novel Findings: Fiction Makes Us Feel for Others,” looks at several studies between...

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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...

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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...

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Having A Labor Day Conversation

Having A Labor Day Conversation

The Labor Day weekend marks the end of summer. Schools at every educational stratum are back in session, and yes, it’s time for football. Growing out of what historians call “the labor movement,” the holiday became national in 1894 and is observed the first Monday in...

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Priority or Option?

Priority or Option?

Our nation’s beloved poet, now among the immortals, was Maya Angelou. Recently, I stumbled on one of her exquisite sentences: “Never make someone a priority when all you are to them is an option.” Are your clients a priority or an option? What would they say about...

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Affirming Client Resolve

Affirming Client Resolve

Recently, I took a call from a client whose world was about to turn upside down. The economy was not kind to her profession, her family situation was anything but ideal, and she was second-guessing a major business decision she had made months earlier. This gifted and...

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Write that Note

Write that Note

Not long ago, Kathie and I found a handwritten “thank you” note in our mailbox written by close friends. They both come from an older generation that learned from their parents the social graces that included writing notes. In a stack of 8-10 pieces of boring mail, I...

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Staring Mortality in the Face

Staring Mortality in the Face

Some months back, as I was about to leave the house for a 30-minute drive to a church where I was the guest minister, the name of an elderly client appeared on my phone. Not only are these folks clients, but they have been dear friends of mine for over 25 years. “We...

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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.

- Robert B. Seaberg, Ph.D. Intersect Consulting, LLC

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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​

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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