About Tim

  Trusted Advisor | Consultant | Author

My Story

Tim Owings helps financial professionals develop their wealth management practices through the power of story. 

Through speaking engagements and workshops, Tim teaches advisors how to build rapport and relationships through storytelling. Advisors will learn skills for creating engaging, long-term relationships with clients—the kind that work because they put clients and their stories first. 

Tim brings five decades of working with individuals and families, first as an ordained minister and then with Morgan Stanley. In 2016, he published Cadence of Care: Imagining a Transformed Advisor-Client Experience going on to speak about his expertise with advisors and managers at Morgan Stanley. 

Having retired from Morgan Stanley in mid-2021, Tim launched his consultancy to teach financial professionals how to use stories to effect deeper and more effective client relationships. A concert pianist, one of Tim’s most impactful presentations merges music with story leaving attendees with an experience both useful and unforgettable.

In addition to his weekly blog and video posts, Tim created for Hartford Funds “The Power of Stories” and “Listening Beyond Words.” Never miss new content by subscribing to Tim’s newsletter at www.timowings.com

Wisdom from Fred Rogers

Wisdom from Fred Rogers

“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 went there...

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Befriending Silence

Befriending Silence

Noise is a tenured resident in our modern lives. Whether it’s the whirl of a tumbling dryer, the muted voices of sportscasters calling a game, the hum of an automobile’s engine, or the buzz of the florescent fixtures in our offices, all manner of noise is with us and...

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Nurture Empathy

Nurture Empathy

Humans have an uncanny ability to detect whether or not another person is fully present to us. Little things give us away like a furtive glance at the cell phone, a slight rotation of the wrist with a watch, or a peripheral look at the clock on the wall. And then...

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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