Learn The Five Roles of A Financial Advisor (Ep. 5)
How many of you are familiar with the roles and responsibilities of a good financial advisor?
In this episode, Corey Heimensen outlines the five roles of a financial advisor. From their role as the weatherman to marriage counseling and even acting as forest rangers, Corey explains what each hat means and how each of them is applied to different client situations.
Corey discusses:
- The power of advisor straightforwardness and honesty
- Ways advisors can help couples navigate their financial planning and show them a ‘travel guide’ of their possibilities
- How to securely create and store your passwords and make them accessible to your family if necessary
- The importance of saving and financial education for young people
- And more!
Resources:
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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