Tim’s YouTube Channel

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.

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.

What could a famous conductor teach you about connecting with your clients? Click here to learn his secret.

A key component of building a successful business is meeting new people. Click here to learn what’s going on when you meet someone for the first time.

Talk can be cheap. A client needing support expects more than words. Click here to learn how to transform cliches into connections.

Click to view this video about how all conversations happen in the middle of our life's story. Being aware of this mid-story phenomenon changes what we hear and how we hear it. I'd like to show you how that works.

Click to view this video about reacting when a client takes a meeting in an unexpected direction, laden with emotion. How do you respond? I offer a way forward.