Casting Client Vision

Casting Client Vision

by | Sep 25, 2023 | Tim's YouTube Channel

A business without a vision lacks direction, inspiration, and strategy. The same applies to a client’s financial future. How can advisors foster vision for their clients? Click here to find...
Families with Special Needs

Families with Special Needs

by | Aug 31, 2023 | Blog, Featured

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....
Labor Day

Labor Day

by | Aug 28, 2023 | Tim's YouTube Channel

How can we celebrate and affirm our clients’ hard work? Here are a few tips on how to start a meaningful conversation with them this Labor Day...
A Client’s Highest Compliment

A Client’s Highest Compliment

by | Aug 20, 2023 | Blog, Featured

I remember working closely with a family and their young adult children who, over several months, asked us to take them through our planning process and bring their portfolios under our management.  Small business owners, we learned this family also owned property...