Tag: Financial Advisors
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:

Connect with Corey Heimensen:

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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:

Connect with Corey Heimensen:

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