by Tim Owings | Nov 26, 2022 | Blog, Featured
Thanksgiving is over and—you guessed it! —the month of months is about to begin. It normally takes a bit of coaxing, but Kathie and I eventually get “Santa’s List” from our grandchildren’s parents. Those lists look very different from what we once scribbled on...
by Tim Owings | Nov 20, 2022 | Tim's YouTube Channel
There’s no holiday quite like Thanksgiving. As we head into this season of gratitude, there is much to reflect upon, celebrate, and remember. Click here to consider this one important...
by Tim Owings | Nov 12, 2022 | Blog, Featured
Thanksgiving is ten days away. As turkey day nears, we with our clients will journey through a host of uniquely November events that include things like football, family reunions, meal preparations, and for people of faith, spiritual experiences, that usher in the...
by Tim Owings | Nov 6, 2022 | Tim's YouTube Channel
Far more than any advisor is comfortable admitting, we serve senior clients who have challenges with their adult children. Click here to learn how to navigate these challenges to help your clients achieve their financial goals and keep the family...
by Tim Owings | Oct 24, 2022 | Tim's YouTube Channel
Every day, clients make both easy and difficult decisions. How do we help them navigate that choice? Click here to find out how to find the best option for your...
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.