by Tim Owings | Jul 4, 2023 | Tim's YouTube Channel
Advisors, like the rest of the world, are managing the realities of remote versus in-person work. What does it mean to go where your client is? Click here to learn how invaluable that can...
by Tim Owings | Jun 19, 2023 | Tim's YouTube Channel
Some books have lessons that withstand the test of time. But what exactly can be learned from a 19th-century literary classic? Click here to apply this book’s theme to care for our...
by Tim Owings | Jun 4, 2023 | Tim's YouTube Channel
We all have stories to share. How can we effectively use the lessons learned from our past as we advise our clients? Click here to find...
by Tim Owings | May 21, 2023 | Tim's YouTube Channel
As advisors, it is crucial we reach out to clients going through loss in the best possible way. Click here for four practices to support them in times of...
by Tim Owings | May 8, 2023 | Tim's YouTube Channel
Introducing a client-care practice culture starts with one gesture, one conversation, and one thoughtful question at a time. Click here to discover these essential tips for developing stronger client...
by Tim Owings | Apr 8, 2023 | Tim's YouTube Channel
It can be difficult to get others to share their stories, feelings, or fears. Click here to discover how six questions can open doors to important conversations that will help you understand your client’s...