Becoming a Client at Heimensen Wealth Advisors (Ep. 2)
Have you ever been nervous about reaching out to a new financial advisor? It can be a stressful process leaving you feeling vulnerable.
But, Corey Heimensen and his team at Heimensen Wealth Advisors work hard to assure the comfort and ease of all of their new and existing clients.
In this episode, Corey reveals the process of signing new clients to his business. He also explains what prospects can expect from the minute they call in the office while highlighting why communication is a two-way street for the company.
Corey discusses:
- The steps of becoming a Heimensen Wealth client
- What clients should bring in when they start working alongside their financial advisor
- The benefits of having a financial advisor to take things ‘off your plate’
- How the team at Heimensen Wealth can help you ‘take care of your problems’
- And more!
Resources:
- WIN Your Goals Through Financial Education and Comprehensive Planning with Corey Heimensen, AIF (Ep. 1)
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
Connect with Corey Heimensen:
- (712) 472-3867
- Toll-Free: 800-657-4316
- LinkedIn: Corey Heimensen
- Heimensen Wealth Advisors
- Facebook: Heimensen Wealth Advisors
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