In this episode of Financial Planner Search, Derek Pantele, a wealth advisor and CEO of Affinity Financial, discusses his approach to wealth management and client relationships. He emphasizes the importance of understanding clients' values and goals, providing personalized support, and building deep, long-term relationships. Derek's process involves a 90-day sprint to strategy experience, focusing on foundational awareness, self-reflection, and strategy building. He encourages individuals to slow down, understand themselves, and take time for self-reflection when designing a financial plan.

Takeaways

• Personalized Wealth Management
• Building Deep Client Relationships

Chapters

• 00:00 Introduction to Affinity Financial
• 06:24 Getting to Know Clients
• 12:47 Boutique vs. Larger Firms
• 22:26 Process and Strategy Building
• 28:27 Guidance and Next Steps
  
  You can find them at: https://affinity.financial/
  
  If you are a financial advisor looking to grow your business you can find out more about Wilnau Design at https://www.wilnaudesign.com/