What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3)
Have you ever asked yourself, ‘what’s next?’ after signing with a financial advisor?
Sometimes it can be unclear, and the process can be confusing.
But Corey Heimensen from Heimensen Wealth Advisors is here to help!
In this episode, Corey reveals what comes after you decide to become a Heimensen Wealth client. He also provides you with the rundown you need to smoothly navigate this new transition.
Corey discusses:
- What sets Heimensen Wealth apart from other financial advisors
- The tools and resources clients have access to when they become the firm’s client
- Examples of how his practice helped their clients navigate tricky financial situations
- The company’s client expectations and what life events the team expects to be updated on
- And more!
Resources:
- “Stop Doing Dumb Things With Your Money” – by Corey Heimensen
- WIN Your Goals Through Financial Education and Comprehensive Planning with Corey Heimensen, AIF (Ep. 1)
- Becoming a Client at Heimensen Wealth Advisors (Ep. 2)
- Zoom
- GoToMeeting
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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