The WIN Podcast, What’s Important Now

The WIN Podcast, What’s Important Now


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

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: