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
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
Whose Story Matters Most?
I traffic in stories. To be clear, all of us do. We are born into a story—family, society, faith—that has been going on a long time. As months unwind into years, the child becomes a teenager and the teenager an adult. Early on, we live in the “family of origin” story unaware of all the influences people, geography, faith, and significant others have on us. But in time, we craft our own narrative. Read More
Affirming Client Resolve
Recently, I took a call from a client whose world was about to turn upside down. The economy was not kind to her profession, her family situation was anything but ideal, and she was second-guessing a major business decision she had made months earlier. This gifted and emotionally strong woman needed encouragement and hope. Every life has its seasons of uncertainty. Those moments can give rise to illness, uncertainty, and confusion. Read More
Write that Note
Not long ago, Kathie and I found a handwritten “thank you” note in our mailbox written by close friends. They both come from an older generation that learned from their parents the social graces that included writing notes. In a stack of 8-10 pieces of boring mail, I opened that note first! Such is the power of a handwritten, personal note. Are you in the habit of writing notes to your clients? Read More
Staring Mortality in the Face
Some months back, as I was about to leave the house for a 30-minute drive to a church where I was the guest minister, the name of an elderly client appeared on my phone. Not only are these folks clients, but they have been dear friends of mine for over 25 years. Read More