Latest Articles

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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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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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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Sibling Conflict, Part II

Sibling Conflict, Part II

So, what can we do to bring healing to sibling conflict? First, accountability is a must. As Michelle and I talked more, I learned that her sister was not giving Michelle a regular summary of her mother’s income and expenses.  Secrecy creates mistrust and fuels...

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Sibling Conflict

Sibling Conflict

Just before Christmas, a couple came to see me wrestling with an issue facing many adult children. “Michelle’s sister is responsible for her mother’s affairs,” her husband Bob reported. I quickly saw a furrowed brow on the wife and an edge to her husband’s normally...

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The Happiness Factor

The Happiness Factor

Forbes, Trip Advisor, the United Nations, and other entities rate countries annually on the “happiness” factor. Costa Rica, Norway, Denmark, Vietnam, and Canada all rate rather high. The United States is somewhere in the mid-20s or lower. This year, ask strangers,...

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Totality

Totality

At the last minute, three of our five grandchildren made us an offer we could not refuse. Visiting from Atlanta, as did all our children and grandchildren, they and their parents (our son and daughter-in-law) stayed over Sunday evening to chase the eclipse into South...

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Facing Forward

Facing Forward

Several years ago, I was in conversation with an older clergyman who had served the same church for over 25 years. In the course of that conversation, I asked my friend, “How have you sustained a ministry at one church for those many years?”  Without hesitation, he...

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Client Loneliness

Client Loneliness

My guess is that your practice may include single, widowed, and divorced individuals. The numbers are telling: single adults in the United States now comprise slightly more than half the adult population. That number is growing.  For younger adults, being single poses...

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On Being Judgeable

On Being Judgeable

We are professionals in a highly people-centric, story-shaped, often misunderstood business. My experience bears witness to a public that imagines financial advisors are primarily stock traders and CPAs who spend entire careers only crunching numbers. To move beyond...

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Expressing Condolences

Expressing Condolences

Some months back, I came across an article in The New York Times by Bruce Feiler titled “The Art of Condolence.” I have written about this topic here before, but he had me re-thinking it, remembering how important it is for advisors to get this right as we reach out...

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Advising Couples Toward Retirement

Advising Couples Toward Retirement

I came across an online Forbes article by Robert Laura titled “When Couples Argue About Retirement” that snagged my imagination. The 2015 article shares links to a starting-point questionnaire. That instrument has both partners answering retirement lifestyles and time...

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Retirement Conversations

Retirement Conversations

Carey sat in my office a couple of weeks ago to discuss an investment in his retirement. During our time together, I suggested a strategy not only for this contribution but for those that would follow in the next several years. Once he decided, he said, “I’ve been...

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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