About this episode
Building Client Relationships with Advisor Derek Fiorenza
Derek Fiorenza, C(K)P, CPFA, AIF, PPC, MSBA, is wired a little differently than the typical retirement plan advisor. He joins us to explain the somewhat unique approach he has to building client and participant relationships.
Fiorenza, who serves as the Vice President, COO and CCO of Summit Group Retirement Planners in the Philadelphia area—a firm he co-founded with his father Anthony Fiorenza in 2013—has earned several accolades as a “top advisor under 40” and the company has been named a top DC advisor team by NAPA multiple times.
He also talks about why he regularly attends the NAPA Fly-In Forum in Washington D.C., addresses the retirement industry’s coverage gap, and tells us about a passion profit in the form of a non-profit he founded to help feed the hungry.
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