Category: Financial Advisor
Learn The Five Roles of A Financial Advisor (Ep. 5)

Learn The Five Roles of A Financial Advisor (Ep. 5)

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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:

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Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

Here’s the Resource You Need to Financially Educate Yourself (Ep. 4)

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Financial jargon can be confusing and hard to understand, and so can complex financial situations.

But, Corey Heimensen is here to help make these situations understandable and accessible for anybody, even if you have no previous financial experience.

In this episode, Corey reveals what motivated him to write his book, “Stop Doing Dumb Things With Your Money,” and explores the value of chapter two (focused on why you shouldn’t buy more financial services than you need) and three (the importance of goal-setting).

Corey discusses:

  • Reasoning and timing around his book
  • Tips to keep in mind when meeting with a potential financial advisor
  • The importance of setting realistic financial goals
  • What you should know about purchasing financial products and services 
  • And more!

Resources:

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What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3)

What’s Next After Becoming a Client at Heimensen Wealth (Ep. 3)

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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:

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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:

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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:

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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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