Ep 96: Providing Exceptional Service with Ben Hockema

Retirement Inside Out with Tom Lamendola

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:

• Ben talks about starting Illuminate Wealth Management during the pandemic and his vision to start a business that prioritizes work-life balance. (2:35)
• A look into breaking away from an independent firm. (6:31)
• Illuminate Wealth Management’s business model focuses on clients by providing outsourced CFO services. (10:20)
• Where Ben thinks the future of the industry is going and the power of meeting client needs. (15:52)

More About Our Guest:

https://www.illuminatewm.com/

Learn About FIG: https://www.figmarketing.com

800-527-1155