Apr 7, 2023
On today’s episode, we are joined by Ben Hockema, CFP®, founder of Illuminate Wealth Management. In this episode, Ben offers valuable insights into the challenges and opportunities of launching a virtual advisory firm during COVID-19, as well as the importance of prioritizing client needs to build a successful business.
Ben kicks off this episode by discussing his decision to leave an independent advisory firm and pursue his own vision. He dives into how he managed to create a virtual client base and business model that focuses on work-life balance and client needs.
Throughout the episode, Ben emphasizes the importance of meeting clients where they are and focusing on quality work. He shares how this approach has created incredible opportunities for his business’ growth and lasting relationships with his clients.
Join us for an engaging conversation with Ben as we discuss business development, client retention, and succession planning for the next generation.
Here’s some of what we’ll discuss in this episode:
More About Our Guest:
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