Meet the RIA

Andrew Rosen, CFP®, CEP®, Executive Chairman of Diversified, shares how the $3.6 billion RIA has evolved into a multi-generational firm designed to thrive beyond its founder. He discusses the firm’s EOS/Traction operating model, the principles guiding growth and acquisition decisions, the role of AI, and lessons for advisors looking to turn a practice into an enduring firm.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.