by Tim Owings | Jul 31, 2022 | Blog, Featured
The agenda set for a client meeting may be predictable: Has anything changed since we last met? Review the recent quarter or the past 6-12 months. Re-visit the asset allocation. Any recommended changes? “Good to visit with you. See you next week at the symphony...
by Tim Owings | Jul 31, 2022 | Tim's YouTube Channel
What’s happened to the phone booth? Though gone, we may all need a phone booth every once in a while. Click here to unpack what that...
by Tim Owings | Jul 24, 2022 | Blog, Featured
As many of you know, I am a polio survivor. When that insult showed up at 13 months of age, my life changed, and that of my family. I was one of the lucky ones; only my left leg bears witness to its after-effects. Not even imagined at that moment, polio’s...
by Tim Owings | Jul 17, 2022 | Tim's YouTube Channel
Clients can be cagey, even secretive. Click here to learn how to name what may be going on and a couple of ways to get a client to open...
by Tim Owings | Jul 10, 2022 | Blog, Featured
Forty-seven years ago today (July 12th), two green and starry-eyed, very young adults married each other in a beautiful church in West Palm Beach, FL. With family and friends gathered, all wondered if we would make it. I say with an impish twinkle in my eye, “Kathie...
Dr. Tim Owings is the preeminent authority for care-centric client engagement in the service-oriented industries of finance, accounting, law, insurance, and human resource management.