by Tim Owings | Oct 8, 2022 | Tim's YouTube Channel
All clients experience episodes when life as they know it changes. How can we support them through these music-stopping moments? Click here to find...
by Tim Owings | Sep 30, 2022 | Blog, Featured
When our advice goes in the wrong direction, what do we do? How do we respond? Why even bring this up? A few weeks back, a financial professional and good friend reached out to me asking me to address this very issue, perhaps more common than we care to admit. How do...
by Tim Owings | Sep 26, 2022 | Tim's YouTube Channel
In the last two and half years, our clients have experienced a multitude of personal, professional, and financial losses. How do we best support them as they rebuild? Click here to learn...
by Tim Owings | Sep 18, 2022 | Blog, Featured
If you want to make an impact in the lives of your clients, weave stories into your conversation. In my experience, the best source for those stories is remembering and sharing turning point moments from your own life. All financial professionals go through some...
by Tim Owings | Sep 12, 2022 | Tim's YouTube Channel
Do your clients see their relationship with you as a priority or an option? What would they say? Click here to discover how options can become...
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.