Experience the Mindset Behind $3 Billion in Growth
As a G2 leader, Andrew Rosen, President of Diversified LLC, led the firm’s extraordinary growth from a small practice to managing over $3 billion in assets in just 10 years. His expertise in client engagement, scalable strategies, and innovative solutions has set new standards in wealth management.
Building Success, One Client at a Time
Leading the Charge in Wealth Management:
Meet Andrew Rosen, Diversified’s Visionary
With years of experience leading Diversified LLC, Andrew has become a trailblazer in simplifying the path to financial success. His unique ability to demystify complex financial challenges has made him not only a trusted advisor but also a sought-after speaker who inspires and educates audiences.
Andrew Rosen, CFP® and President of Diversified LLC, brings a wealth of knowledge and passion to every stage.
About Diversified
As a proud G2 lead firm, Diversified LLC delivers comprehensive financial services tailored to every stage of our clients’ lives. From financial planning and investment management to tax and insurance strategies, we simplify wealth management by bringing everything together seamlessly. Our team is dedicated to building lasting relationships while ensuring our advisors have the tools and resources they need to prioritize what matters most—our clients.
Named a Best Place to Work via multiple regional outlets and a top workplace for financial planning firms nationwide, we are equally committed to our team’s satisfaction and success.
View Andrew’s Panel at the SEI Advisor Summit here
Speaking topics
Speaking Topics
1. Why Private Equity Isn’t the Right Endgame for Every Advisory Firm
As private equity continues to flood the RIA space, Andrew offers a thoughtful counterpoint: why faster growth and higher valuations don’t always lead to better outcomes for clients, advisors, or firm culture. He discusses when PE can make sense—and when it fundamentally changes incentives in ways firms should carefully consider.
2. The Long-Term Risks of Financializing Advice
Andrew explores how private equity ownership can subtly shift the purpose of an advisory firm—from serving clients to serving capital—and why that tension matters. He shares how firms can pursue growth while protecting trust, independence, and long-term client relationships.
3. Culture Can’t Be Leveraged: What Gets Lost When Firms Optimize Only for Exit
Andrew argues that culture, mentorship, and client experience are difficult to measure—but easy to erode. He explains why firms built primarily for exit often struggle with retention and identity, and how values-driven firms think differently about success.
4. Beyond Private Equity: Building True Partnership and Meritocracy in RIAs
Andrew Rosen challenges the assumption that private equity is the natural endpoint for advisory firms by exploring a fundamental question: can PE-backed models truly support meritocracy and long-term partnership? Drawing on his experience scaling a multi-billion-dollar RIA, Andrew explains how ownership structures shape behavior—and why firms built around partnership models are often better aligned with advisor development, client trust, and cultural durability.
Rather than framing the conversation as “anti-PE,” Andrew offers a practical examination of incentives. He discusses how leverage, exit timelines, and centralized decision-making can limit real ownership opportunities and dilute merit-based advancement. In contrast, he outlines how partnership-driven firms create clearer paths to leadership, reward contribution over optics, and foster cultures where advisors think and act like owners. The discussion focuses on what it takes to build a firm that grows sustainably, retains talent, and aligns success across clients, advisors, and leadership.
4. How to Use AI in Wealth Management Without Losing the Human Element
Andrew discusses how advisory firms can responsibly incorporate AI to improve efficiency and insight—without turning relationships into transactions. He explains where technology adds value, where it doesn’t belong, and why trust still depends on human judgment.
5. AI Won’t Replace Advisors — But It Will Expose Bad Firms
Rather than focusing on job loss, Andrew explains how AI will separate firms that genuinely serve clients from those that rely on surface-level service. He discusses how technology raises the bar for experience, responsiveness, and empathy.
6. Scaling With Technology Without Turning Advice Into a Commodity
Andrew shares how firms can scale using technology while preserving personalization, continuity, and trust. He talks about leadership decisions, guardrails, and cultural norms that prevent tech from overwhelming the client experience.
7. Why Culture Matters More Than Payout in an Advisor’s Next Chapter
Andrew discusses what he’s seeing from experienced advisors evaluating their next move—and why culture, leadership, and support increasingly outweigh economics alone. He shares how firms can attract and retain talent by designing better environments, not just better compensation.
8. What Advisors Really Want From Growth — And What They’re Tired Of
Andrew talks candidly about advisor burnout, misaligned incentives, and the fatigue many feel from constant change. He explains what sustainable growth looks like from the advisor’s perspective and how firms can evolve without losing people along the way.
9. The Hidden Cost of Scaling Without Values
Not all growth is good growth. Andrew explores what happens when firms expand without a clear philosophy—how it impacts client experience, internal trust, and long-term outcomes—and why intentional growth matters more than speed.
10. Retirement Isn’t a Number — It’s a Psychological Transition
Andrew explains why retirement planning often fails when it focuses only on money. He discusses identity, purpose, and decision-making during major life transitions—and how advisors can better support clients navigating the emotional side of retirement.
11. Why Financial Plans Fail Even When the Math Is Right
Andrew explores how fear, overconfidence, and stress derail even the best financial strategies. He shares how behavioral coaching helps clients make better decisions and why advisors must address emotions, not just projections.
12. Designing Financial Lives Around Wealth, Health, and Happiness
Andrew outlines his holistic planning philosophy, explaining why financial success without well-being often falls short. He discusses how advisors can help clients align money decisions with longevity, health, and quality of life.
Read Andrew’s Publications
Kiplinger
Forbes
Diversified
From boardrooms to auditoriums, Andrew Rosen delivers tailored insights that resonate with every audience:
Invite Andrew to Speak at Your Next Event
Each keynote can be tailored to your audience, whether you’re a team of advisors, a leadership group, or an industry conference.
👉 Engage your audience with actionable insights, practical strategies, and the inspiration to transform their own success stories.