by Tim Owings | Aug 14, 2022 | Tim's YouTube Channel
In a world crowded with choices, clients can be overwhelmed. What if you could make choosing easier? Click here to learn what that...
by Tim Owings | Jul 31, 2022 | Blog, Featured
The agenda set for a client meeting may be predictable: Has anything changed since we last met? Review the recent quarter or the past 6-12 months. Re-visit the asset allocation. Any recommended changes? “Good to visit with you. See you next week at the symphony...
by Tim Owings | Jul 31, 2022 | Tim's YouTube Channel
What’s happened to the phone booth? Though gone, we may all need a phone booth every once in a while. Click here to unpack what that...
by Tim Owings | Jul 24, 2022 | Blog, Featured
As many of you know, I am a polio survivor. When that insult showed up at 13 months of age, my life changed, and that of my family. I was one of the lucky ones; only my left leg bears witness to its after-effects. Not even imagined at that moment, polio’s...
by Tim Owings | Jul 17, 2022 | Tim's YouTube Channel
Clients can be cagey, even secretive. Click here to learn how to name what may be going on and a couple of ways to get a client to open...