Financial Planning – Page 6

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

By The-WIN-Podcast | May 31, 2022

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

By The-WIN-Podcast | May 17, 2022

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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