Client Relationships – Financial Flight Academy

Providing an Elite Client Service Experience with Penny Kreikemeier (Ep. 23)

By Financial-Flight-Academy | October 11, 2023

Looking for ways to not only create but foster client relationships?

Join Jon Schuetz and Brent Connelly as they chat with their Senior Client Relationship Manager, Penny Kreikemeier to find out how she does that.

Penny shares her upbringing in a small town in Nebraska and her introduction to the financial world through her parents. They discuss the transition from banking to the financial industry, the importance of follow-up in client service, and Penny’s excitement about advancing her career and studying to be a licensed financial advisor.

Penny discusses:

Her journey from a small town in Nebraska to a continuously evolving financial world
How she creates and nurtures long-term client relationships
The value of continued education and “following up”–no matter what field you’re in
Her work ethic, and love for being organized
What makes her a successful client relationship manager
And more

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Penny Kreikemeier is a Client Relationship Manager for Soar Wealth Strategies. Penny strives to provide the highest level of service possible. She is very knowledgeable in all the administrative and operational duties of running an office. Whenever clients have needs or questions, she follows through in an accurate and timely manner.

Prior to Soar Wealth Strategies, Penny was Senior Branch Office Administrator for Jon Schuetz for more than 10 years. Together they built long-lasting client relationships and helped clients reach their financial goals. Penny’s love for numbers originally led her to a career in banking, but helping people reach their financial goals in retirement has become her passion.

Penny and her husband Adam have four children: Grace, Isaac, Eli and Chloe. They spend a lot of time running to various activities and creating memories that will last a lifetime.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

The Unexpected Path from Pharmacy to Financial Advising with Andrew Muska (Ep. 19)

By Financial-Flight-Academy | August 16, 2023

By turning complexity into clarity, we empower clients to make better financial decisions that align with their goals.

In this episode, co-hosts Jon Schuetz and Brent Connelly invite Andrew Muska, the newest member of the Soar Wealth Strategies team, to share his intriguing journey. Andrew’s story, from his humble beginnings working at a local pharmacy to his flourishing career in financial advising, is a testament to resilience, passion, and a deep-seated love for both numbers and people.

In this discussion, Andrew reveals:

His early influences and experiences that shaped his views on money
His initial dream of working at CVS Pharmacy and the lessons he learned about forming personal connections and delivering stellar customer service
His leap from pharmacy to banking, driven by a keen interest in numbers, and his subsequent evolution into a financial services professional
His daring move from New York to Nebraska for love, and the new professional opportunities this decision unlocked
His decision to join Soar Wealth Strategies, his admiration for the firm’s independence and collaborative approach, and his vision for serving his clients
And so much more!

Resources:

Foster Brooks

Connect With Andrew Muska:

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Andrew Muska is a skilled financial advisor with an unconventional background and a unique perspective on money management. His journey, marked by resilience, adaptability, and a love for numbers, has been characterized by distinct career shifts that have informed his approach to finance.

From an early age, Andrew exhibited an interest in understanding money, driven by key influences and experiences during his childhood. Andrew’s deep-seated passion for numbers drew him towards banking. His transition from Pharmacy to Financial Services represented a significant shift but ultimately paved the way for his evolution into a financial services expert.

Throughout his career as a financial advisor, Andrew has faced the challenges of building a client base and navigating the complexities of finance head-on. His determination and commitment to his clients’ financial success have been instrumental to his success. Andrew’s most recent career move brought him to Soar Wealth Strategies, where he values the firm’s independent and team-based approach to wealth management.

Podcast: Play in new window | Download | Embed

Subscribe: RSS