Tim’s YouTube Channel
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.
With Labor Day near, what do your clients feel about their job? Click here for a few tips to set up a transformative conversation about work.
In a world crowded with choices, clients can be overwhelmed. What if you could make choosing easier? Click here to learn what that means.
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 means.
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 up.
Finding a handwritten note in a stack of junk mail can be magic. Click here to learn how writing focused, personal notes to clients can put that magic into your practice.
Being in a role as a financial professional is easier some days than others. Click here to learn how to be your best self no matter what situation you may find yourself in.
Saying “I was wrong” is tough. Click here to learn how to change a painful confession into a transformative connection.
Being a trusted professional goes far beyond keeping confidential your clients’ personal and financial information. Click here to learn exactly what that means.
A clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.