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.

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 Tim’s Top Posts
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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

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testimonialtitleA clarion call to lead with purpose, Cadence of Care offers a wise and practical guide to deepening and enriching client relationships.
-Robert B. Seaberg, Ph.D. Intersect Consulting, LLC
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Tim Owings understands what all the great ones know. People who trust you are far more important than all the product knowledge in the world.
-Don Connelly
Don Connelly Associates
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The concepts Tim Owings shares in his book provide a comprehensive blueprint to integrate into practice.
-Marc D. Miller, Ph.D., Dean of the School of Business, Henderson State University