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!

I came across an online Forbes article by Robert Laura titled “When Couples Argue About Retirement” that snagged my imagination. The 2015 article shares links to a starting-point questionnaire. That instrument has both partners answering retirement lifestyles and time management questions. Other open-ended questions focus on mortality, values, and family. In the article, Laura raises an issue that, for most of us, is the elephant in the room when we talk with clients about retirement

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The caring advisor (and others who want to know their history) chooses to invest time, energy, and reflection in coming to terms with his or her personal story. I think every advisory training program should dedicate an entire day to focus on self-awareness. Everyone in class would be asked to write a two-page autobiography focused on people and experiences that have shaped their formative years. Parents Who were my parents? What memories do I have

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Carey sat in my office a couple of weeks ago to discuss an investment in his retirement. During our time together, I suggested a strategy not only for this contribution but for those that would follow in the next several years. Once he decided, he said, “I’ve been thinking a lot about a question you asked me months ago.” Leaning in a bit, he continued. “You suggested I ask myself not what I am retiring

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There may be no more difficult and demanding family challenge than caring and providing for a special needs child. Over the last 40 years, I have been with couples in the hospital when they first learned their newborn had Down Syndrome or another cognitive disability. Families face every day a focus and discipline few of us ever know when caring for a child who might have cerebral palsy or some other physical challenge. At 13

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In the early 1970s, my generation was experimenting with competing lifestyles. Rock and roll had morphed into heavy metal, and many moved to the beat of Janis Joplin, Cat Stevens, The Rolling Stones, and Led Zeppelin. Some of my friends were dangerously using illegal, even lethal psychedelic drugs such as LSD, heroin, and speed. Others had escaped from the confining cage of parental expectations; instead, they hit the road to explore America! Hair was long;

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Someone wiser than I offered me sage wisdom years ago, that I pass on to you. Lost in memory is the specific moment in my much younger life when I heard this sentence, but its precision and power still walk the corridors of my soul. “The most difficult decisions in life,” my mentor observed, “are not between what is good and what is bad, but between what is good and what is best.” Each day,

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Introducing a client-care practice culture starts with one gesture, one conversation, one thoughtful question at a time. My pastoral training and years of experience do not give me a pass when it comes to being purposefully engaged and fully present with another human being. Yes, it may flow easier for me because I have honed these skills for more than three decades; but, I know each one of us is capable of learning our clients’

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What we know about a prospect or client is the heart and soul of CRM (customer relationship management). Publicly traded company Salesforce (symbol CRM) is one of many enterprises addressing this process. This is not an endorsement to buy or sell Salesforce nor a comment on its products, but rather an observation that CRM and its competitors’ robust technologies create a process that uses what is known about a client to drive marketing, sales, retention, and

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Maybe the most nagging issue we face as professionals is squaring what we hope people think about us with what we know about ourselves. Perhaps this struggle is best illustrated by the photograph of the little duck calmly cruising a pond, head focused, feathers all in place, while beneath the water, his little feet are frenetically paddling with all the gusto a duck can muster. The caption? “I may look calm on the surface, but underneath,

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According to the National Institute on Drug Abuse, the use of tobacco, illicit drugs, and alcohol costs our nation over $700 billion a year in health care and work-loss related expense. This figure does not begin to touch the toll addiction takes on families and individuals whose lives are assaulted and often destroyed by the consequences of addictive behavior. The “big three” could be joined by persons with gambling and other addiction issues that are

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Crafting a Life Story


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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
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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