Prioritizing Cultural Fit: The Key to Successful Advisor Partnerships at Diversify
While many groups prioritize solely the economic interests of advisor partnerships, at Diversify we place our primary focus on the cultural fit. We are highly selective in choosing our support teams and advisor partners, as we give careful consideration to the family-like environment we have created. Our partners are committed to doing what is right for their clients, they care about family and community, and they are focused on the long-term. We firmly believe that when the right individuals come together with a clear alignment of interest, a true partnership is formed. The outcome is a culmination of high-level innovation, effective collaboration and efficient problem-solving, allowing the economic interests of all parties to thrive.
Investor’s Needs First
Adapt to Change
Tactical Advisor Group (“TAG TEAM”)
The TAG Team is comprised of a diverse group of advisor partners that regularly collaborates with Diversify’s leadership teams in the innovation and development of the Diversify advisor and client experience.
Conferences and Networking Events
Diversify hosts multiple advisor conferences and networking events throughout the year to foster collaboration, networking, learning, socializing, and idea-sharing among fellow partners from around the country. Participants walk away motivated, with fresh ideas that can be applied to their practices.
Start a Conversation
We look forward to telling you more.