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.
Tim’s Top Posts
Grief’s Many Faces
The further my life’s journey extends into its seventh decade, the more I seem to recognize the reality of loss within myself and others. Someone older told me some three decades ago there would come a time when I would read the obituary column with as much interest as the front page. That day has come as more of my own generation are writing their final chapters. Read More
Lives at Mid-Story
One of the crippling temptations advisors face is assuming a prospect or client’s story began when we showed up. Such hubris would be like finding your seat at The Met halfway through Act 3 of Verdi’s “Aida” unaware of the deadly triangle between the warrior Radames, the spurned Pharaoh’s daughter Amneris, and the Ethiopian captive Aida. Read More
FUTURE BIG-PAST SMALL
Guest New York Times columnist Carl Richards, CFP® has a take on life all of us would be wise to heed. Published recently, his “Your Future Should be Bigger Than Your Past. Here’s How to Do It” takes on an enigma that stares advisors in the face every day. How so? Read More
HAVING A LABOR DAY CONVERSATION
The Labor Day weekend marks the end of summer. Schools at every educational stratum are back in session, and yes, it’s time for football. Growing out of what historians call “the labor movement,” the holiday became national in 1894 and is observed the first Monday in September ever since. The BBQ, football, golf, water sports, and a relaxing weekend with family and friends aside, all of us would be wise to have a “Labor Day” conversation with clients. Read More
BEING A NON-ANXIOUS PRESENCE
Not long ago, a client and I were visiting when the meeting changed from a review to a deeply meaningful connection that changed both the content and texture of our relationship. What began as a business conversation faded into the background as she shared with me challenges brought on by her aging father whose fierce independence had all but shut her out. Read More
Priority or Option?
Our nation’s beloved poet, now among the immortals, was Maya Angelou. Recently, I stumbled on one of her exquisite sentences: “Never make someone a priority when all you are to them is an option.” Are your clients a priority or an option? What would they say about you? And, most importantly, how do we engage the client relationship art form so advisor and client become a priority with each other? Read More