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Podcast: The WIN Podcast, What’s Important Now
Episode: Becoming a Client at Heimensen Wealth Advisors (Ep. 2)
Description: 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 s...