Welcome! Thank you for visiting Advisor in the House, where I share with you insights gleaned from over forty years of personal and professional interactions with others. I encourage you to join the discussion. Please share your thoughts and experiences. Ask questions. Think. Feel. Imagine your practice transformed!
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? In discussions, we raise issues from conversations past about health, career, family, retirement, and data that may leap off a statement. The past holdsRead More
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”Read More
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. Her father—in his nineties—and his only child—my client—faced an impending communication and resourceRead More
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? At the very least, makingRead More
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. The script’sRead More
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. Like you, I workRead More
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? If not, IRead More
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. “We had to put John in the hospital yesterday and I wanted you to know.” I had recently shared lunch with him, soRead More
So, what can we do to bring healing to sibling conflict? First, accountability is a must. As Michelle and I talked more, I learned that her sister was not giving Michelle a regular summary of her mother’s income and expenses. Secrecy creates mistrust and fuels misunderstanding which ultimately leads to conflict. Most conflict can be managed or avoided when siblings choose to be open with each other. No secrets! Second, successful sibling relationships check inRead More
Just before Christmas, a couple came to see me wrestling with an issue facing many adult children. “Michelle’s sister is responsible for her mother’s affairs,” her husband Bob reported. I quickly saw a furrowed brow on the wife and an edge to her husband’s normally smooth voice. The husband continued: “I know she has ‘borrowed’ $50,000 from Michelle’s mom – money her mother will probably never see again – and now we fear she’s slowlyRead More
It is very rare when I discover that a deeply talented A 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
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
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