coverage gap

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.

On episode 12, the boys join the rest of the golf world in losing their minds over the latest Patrick Reed mishap. Opinions are mixed as to Reed's intentions, but we wonder why heels get embraced in other sports, but Reed is left to languish on his own in golf. Doug also talks about his round at Torrey Pines and its pros/cons as a venue for the everyday golfer. Finally we update listeners on our season long PGA survival pool and discuss potential prizes/punishments for the winner and loser.