Join Jon and Brent as they take you on an extraordinary adventure, where they talk about what their process is if you want to take flight with the team from Soar Wealth Strategies.

Gain invaluable insights into what it’s like to work with the team at Soar Wealth Strategies, and the different steps in their process. Discover the core values, and the significance of the FIT meeting, to assess your attitude, ability, and assets to create a tailored financial flight plan.

Jon and Brent talk about:

How they got their name: Soar Wealth Strategies
Their philosophy of building strong client relationships and the value they place on trust, empathy, and open communication.
What their FIT meeting entails
The three “A’s” (attitude, ability, and assets) to partner with the team
And more

Resources:

FINRA.org

Connect With Jon Schuetz and Brent Connelly:

Soar Wealth Strategies: Website
Call: 531-867-3400
LinkedIn: Jon Schuetz
LinkedIn: Brent Connelly
Facebook: Soar Wealth Strategies
LinkedIn: Soar Wealth Strategies

The Flight to Financial Success: Our Process (Ep. 16)