Page de couverture de Episode 169: If Jerry Maguire was a Wealth Advisor - Part II

Episode 169: If Jerry Maguire was a Wealth Advisor - Part II

Episode 169: If Jerry Maguire was a Wealth Advisor - Part II

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 DISCLAIMER:The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.🎙️ This Week on The Confident Retirement PodcastKris Flammang is back for Part II of his Jerry Maguire-style perspective on the financial services industry — and this time, he's getting real about transparency, client care, and why the best advisors should act more like agents than salespeople.Kris shares how today’s wealth advisors must go beyond investments and build true relationships rooted in trust, planning, and purpose. He also discusses how regulatory shifts and growing complexity demand a more holistic approach to wealth, and why clients deserve advice that’s always in their best interest — no compromises.💬 Quote to Remember:"A wealth advisor is not a salesperson. They're your advocate. Someone who walks beside you through life’s financial decisions, big and small."➤ Hear why Kris believes clients should expect more — and how the industry is finally catching up.👉 Connect with LPF Advisors:Website ➝ https://www.lpfadvisors.com/👉 Connect with Kris Flammang:LinkedIn ➝ https://www.linkedin.com/in/kristopher-flammang-lpfadv/📅 Schedule a Consultation:Take your “money temperature” and create a personalized wealth-building strategy with Kris and the LPF team.🎧 Subscribe for More:Never miss an episode filled with smart money strategies for HENRYs (High Earners, Not Rich Yet).New boost Learn more about your ad choices. Visit megaphone.fm/adchoices
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