Every advisor at Diversify is paired with an Advisor Advocate who plays an important role in fostering an impactful partnership. We firmly believe that the key to an effective partnership lies in a solutions-driven program that offers prompt support and service to every advisory practice. With our Advisor Advocate program, each advisory practice is assigned a dedicated concierge who is committed to delivering timely support and tailored solutions. These advocates understand the unique intricacies of each advisor’s practice, enabling them to develop a customized program that effectively implements and supports Diversify’s innovative platform of tools and resources.
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