Tag: Client Relationships
The Economics of Hobbies (EP. 65)

The Economics of Hobbies (EP. 65)

By |
In this episode of WIN: What’s Important Now, we examine how the activities we dedicate our time to can influence both our financial outlook and personal fulfillment. From gaming and golfing to traveling and gardening, we explore how different hobbies can evolve over a lifetime, offering unique experiences and potential opportunities.

 

Hobbies can provide more than just enjoyment—they can contribute to personal development and skill-building, sometimes opening up new income streams. Join us as we explore the broader impact hobbies have on our lives, beyond the costs, and how they can shape our experiences and future possibilities.

Resources

Connect

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Level Up (Ep. 22)

Level Up (Ep. 22)

By |

Working with qualified people is essential. But to level up, it is crucial to work with people who take the time to get to know you.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains the types of advisors in the financial industry and why it’s important to work with the ones whom you can have a more personal connection with and how that can help you succeed, both financially and personally.

Corey discusses:

  • The four types of advisors in the financial industry and the ways they are represented in a pyramid
  • The importance of making small steps to level up in life
  • A true understanding of fulfillment and how it relates to leaving a legacy
  • The value of teaming up with those who understand your goals before helping you with your finances
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
26 States, 26 Questions (Ep. 20)

26 States, 26 Questions (Ep. 20)

By |

In the last episode of The WIN Podcast, Corey Heimensen committed to asking his clients about their biggest concerns.

Since then, he has asked 26 clients from 26 different states about what issues keep them awake at night. 

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen answers these questions and provides his personal as well as professional views on them.

Corey answers questions about:

  • Taxes in different states
  • Bitcoin and his view on cryptocurrencies as an investment
  • Transferring assets and gifting money to family members
  • Financial aid and college tuition
  • Retirement and savings
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

New Year, New Focus at Heimensen Wealth Advisors (Ep. 19)

By |

When it comes to interacting with clients, understanding their biggest concerns or fears and helping them overcome those issues is essential in increasing their probability of success.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen shares his new commitment to providing more value to his clients, showing that he and his team are not just advisors but they are genuinely interested in their well-being.

Corey discusses:

  • Why setting a goal and partially achieving it is already a big step toward success
  • How he plans to add more value by tackling his clients’ biggest concerns in life
  • The reasons why our worries change as we age
  • The importance of living life and getting new experiences
  • Why we should reflect on our previous little wins 
  • And more!

Resources:

Connect with Corey Heimensen:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More