Diversified, LLC launches Advisor Growth and Engagement Initiative

Diversified, LLC launches Advisor Growth and Engagement Initiative

Industry veteran, John Anderson joins Diversified to lead a new initiative focused on Advisor Development and Growth.

Diversified, LLC has officially launched a new initiative centered on advisor development and welcomes John Anderson as the Head of Advisor Growth and Engagement.

With nearly four decades of experience, Mr. Anderson brings a wealth of knowledge to Diversified. Most recently, as the head of the Advisor Services team for SEI Investments, he was responsible for coordinating efforts to support independent financial advisors in practice management, including business transitions and processes.

“I’ve worked with and consulted for the management team of Diversified for years,” said Mr. Anderson.  “They have built an exceptional organization focusing on the delivery of a great client experience while achieving exponential growth in our industry.”

Andrew Rosen, President of Diversified, stated, “We are always looking to provide resources and a path for growth-minded advisors joining Diversified. John’s experience in dealing with growth, monetization, as well as succession issues for financial advisors solidifies our commitment to the business.”

Mr. Anderson, an award-winning blogger and thought leader, will continue the practice of sharing best practices via Diversified’ s new advisor focused website DiversifiedLLCAdvisor.com    

This announcement follows additional recent awards Forbes and Financial Advisor Magazine where Diversified, LLC joined their list of “Top RIA Firms 2023” and “Top RIAs in America.”, respectively. Diversified is also on the Best Place to Work list from Investment News and the Philadelphia Business Journal.   

Forbes  2023 Top RIA ranking was developed and conducted by SHOOK Research. The list of the 250 best RIA firms nationwide represents 0.5% of the firms nominated and is the result of extensive independent analysis by Shook Research. Shook Research bases its analysis on survey data, telephone, in-person, and virtual interviews of advisors, as well as publicly available firm data. Diversified did not pay to be included in these results. SHOOK Research used an algorithm of qualitative criteria gained through interviews in combination with quantitative data including revenue, AUM, compliance records, industry experience and best practices. There were 42,643 nominations received. This award is solely for RIA companies. This award was received in October 2023 and covers the previous 12-month period.