by Tim Owings | Feb 17, 2024 | Blog, Featured
Humans have an uncanny ability to detect whether or not another person is fully present to us. Little things give us away like a furtive glance at the cell phone, a slight rotation of the wrist with a watch, or a peripheral look at the clock on the wall. And then...
by Tim Owings | Feb 4, 2024 | Blog, Featured
Following a presentation I made to a class of new advisors, a member of that class of 75 came to me in the hall with a question about discovery. “Are asking questions about a client’s life story, family, family-of-origin issues around work, money, investments, health,...
by Tim Owings | Jan 27, 2024 | Tim's YouTube Channel
With so many clients, the retirement conversation looms large. How can you guide those who are unprepared to have that conversation? Find out how you can help reframe the conversation to create excitement for what’s ahead. ...
by Tim Owings | Jan 20, 2024 | Blog, Featured
Early on in the business, mentors taught us to offer our services to clients in such a way they naturally introduce us to others. Makes sense, doesn’t it? The reality, however, is not quite that simple or obvious. Client introductions – which I prefer over the word...
by Tim Owings | Jan 15, 2024 | Tim's YouTube Channel
Client fears have significant impacts on their investment decisions. How can you discover these pressure points and navigate through them? Click here to find out. ...
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.