Wealth Management & Client Relationships with Derek Pantele | Financial Planner Search

Financial Planner Search · Mar 19, 2026 · 31m · transcript

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…