Category: Business
Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

Becoming a Client at Heimensen Wealth Advisors (Ep. 2)

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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:

Connect with Corey Heimensen:

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WIN Your Goals Through Financial Education and Comprehensive Planning with Corey Heimensen, AIF (Ep. 1)

WIN Your Goals Through Financial Education and Comprehensive Planning with Corey Heimensen, AIF (Ep. 1)

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Everybody knows what winners are and what winning is. But Corey Heimensen from Heimensen Wealth Advisors uses WIN as an acronym for What’s Important Now.

In the inaugural episode of The WIN Podcast, What’s Important Now, Corey shares everything you need to know about him. Including how he educates clients on what is important right now to his passion for eighties hair bands and rock and roll music. Corey provides you with the rundown you need to get to know him while revealing the easy ways he and his team can help you reach your goals and objectives through education and comprehensive planning. 

Corey discusses:

  • His motivation to get into the financial services industry 
  • Heimensen Wealth’s client demographic and why is it so important for the company to work alongside optimistic individuals
  • The two types of investors the firm specializes in 
  • Reasons why he decided to be an Accredited Investment Fiduciary
  • His inspiring business (and investment) philosophy 
  • And more!

Resources:

Connect with Corey Heimensen:

About Your Host:

Corey’s investment career began in 1992 in the field of private equity, specializing in commercial real estate development. He is the owner of Heimensen Wealth Advisors, holding Securities Registrations 7, 63, and 66. Corey has also earned the Accredited Investment Fiduciary (AIF) designation.

Through Securities America, Inc., a registered broker-dealer, Heimensen Wealth Advisors provides a full range of securities products. The firm also works with various CPAs and attorneys on tax minimization strategies and wealth transfers.

Corey earned a degree in Finance from Buena Vista University. In his leisure time, he enjoys boating, reading, and attending sporting events. Corey resides in Rock Rapids, Iowa, with his wife and three children.

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