by Tim Owings | Mar 18, 2024 | Blog, Featured
“The older I get,” wrote television legend Fred Rogers, “the more convinced I am that the space between people who are trying their best to understand each other is hallowed ground.” I did not grow up in Mr. Rogers’ Neighborhood, but in a way, I vicariously went there...
by Tim Owings | Mar 4, 2024 | Blog, Featured
Noise is a tenured resident in our modern lives. Whether it’s the whirl of a tumbling dryer, the muted voices of sportscasters calling a game, the hum of an automobile’s engine, or the buzz of the florescent fixtures in our offices, all manner of noise is with us and...
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 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 8, 2024 | Blog, Featured
On many occasions, I had the privilege of speaking to classes of new advisors with my firm. Reflecting on those presentations, it occurred to me that I would often fail to address the importance of being in a role as an advisor. Embracing our role as financial...
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.