At TL Owings & Associates, LLC, our first priority is assessing your group’s core learning needs in order to recommend tailored training and ongoing counsel. To accomplish that, we develop a seminar or training curriculum that addresses specific client care issues germane to your company, specialty, or group. In addition, the following three seminars can be linked for an entire day’s training.
“An excellent whole-brain advisor, Tim is perhaps uniquely qualified to address all aspects of the client relationship, given his training and practice as a pastor, financial advisor, and teacher.”
– Bob Doll, Crossmark Global Investments
The Power of Stories: How Sharing Experiences Transforms Client Relationships
The financial services industry is full of men and women who advise but know little about their clients. Relegated to practice management, they often overlook an essential element of client management—getting to know the stories that influence their collective decisions. Tim offers participants a unique perspective on client care during this 60-minute seminar. He will challenge guests to reflect on what they have learned about themselves and their clients and how those revelations influence how they relate to and connect with those they serve. Using elements from his Advisor-Client Conversation Guide, attendees will leave with a heightened empathy toward others and a greater sense of self.
The Pulse of a Conversation: How Focused
Listening Deepens Connections
Ask any professional in an advisory role about listening and you will hear the same answer: We can be better listeners than we are. A simple sentence seems to sum up our challenge. “The greatest illusion in the human experience is that communication has taken place.” Unaware, we can fail to pick up on words laden with feeling. We miss the impact conveyed by a lowered voice or a moist eye. We sense there is more to the person than the numbers on a statement, in a chart, or on a tax return—often much more.
In the 60-minute seminar, “The Pulse of a Conversation,” Tim will teach participants how to become more focused listeners. We’ll look at the challenges effective listeners face, how to overcome them, and, most importantly, how to marshal resources that every professional has to support and strengthen the listening art.
We know it’s true. “The greatest illusion in the human experience is that communication has taken place.” Invite Tim to lead your team in discovering how focused listening can deepen every connection in business and life.
Advising Through Loss
Life and loss are inseparable, woven into the core fabric of what it means to be human. Drawing from his celebrated book, Cadence of Care, in this 60-minute seminar, Tim gives participants tools to recognize loss and grief, naming the ten significant losses common to life and how to navigate the client relationship through each phase. Using case studies and table-team conversation, attendees first learn how to recognize active and stealth grief in their own lives. This necessary first step lays a foundation for helping clients recognize how unnamed and buried grief can cripple relationships and decision-making.
A clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.