Tim’s YouTube Channel

As advisors, it is crucial we reach out to clients going through loss in the best possible way. Click here for four practices to support them in times of grief.

Introducing a client-care practice culture starts with one gesture, one conversation, and one thoughtful question at a time. Click here to discover these essential tips for developing stronger client relationships.

It can be difficult to get others to share their stories, feelings, or fears. Click here to discover how six questions can open doors to important conversations that will help you understand your client's needs.

As humans, we want to know the unknowable. How can you apply this innate curiosity to relationships with your clients? Click here to find out.

Last week, we identified the ways in which client trust can be broken. Click here to learn the tools you need to rebuild their confidence, brick by brick.

Trust issues can be hard to overcome. How can you help a client restore their confidence in themselves or others? Click here and stay tuned.

We live in a loud world and clients are often dealing with a deafening noise that we ourselves may not hear. Click here to find out how to respond to the competing melodies of life. Plus, a special musical Valentine!

Do clients get you? What are the qualities that make us more get-able? Click here to answer that question.

We live in a world that overwhelms us with “stuff” to think about. How do we engage clients when they don’t know what they think? Click here to find out.

What is one resolution you could make for 2023 that would impact all your other goals? Click here to discover the significant effect of self-reflection as you look forward to the year ahead.

Click here to enjoy this musical holiday card from me to all of you. Wishing all of you a very Merry Christmas.

No one else is like you. What would happen if we brought our true selves to relationships with our clients? Click here to find out how this practice will transform your business.

There's no holiday quite like Thanksgiving. As we head into this season of gratitude, there is much to reflect upon, celebrate, and remember. Click here to consider this one important lesson.

Far more than any advisor is comfortable admitting, we serve senior clients who have challenges with their adult children. Click here to learn how to navigate these challenges to help your clients achieve their financial goals and keep the family together.

Every day, clients make both easy and difficult decisions. How do we help them navigate that choice? Click here to find out how to find the best option for your clients.

All clients experience episodes when life as they know it changes. How can we support them through these music-stopping moments? Click here to find out.

In the last two and half years, our clients have experienced a multitude of personal, professional, and financial losses. How do we best support them as they rebuild? Click here to learn how.

Do your clients see their relationship with you as a priority or an option? What would they say? Click here to discover how options can become priorities.