Diversify Advisor Network Launches Retirement Plan Advisory Services
SANDY, Utah, April 30, 2024 /PRNewswire/ -- Diversify Advisor Network ("Diversify"), the advisor-founded and advisor-led wealth management firm, today announced the launch of its new Retirement Plan Advisory Services program. This program is available to advisors across the network and leverages the expertise of Todd Nuttall and David Gardner, who merged their firm Caliber Wealth Management ("Caliber") into Diversify earlier this year.
- SANDY, Utah, April 30, 2024 /PRNewswire/ -- Diversify Advisor Network ("Diversify"), the advisor-founded and advisor-led wealth management firm, today announced the launch of its new Retirement Plan Advisory Services program.
- "By leveraging the capabilities of the Retirement Plan Services Team, Diversify advisors can significantly improve the experience for the plan administrators and the participants.
- With the launch of Diversify's Retirement Plan Advisory Services, we can now share our unique retirement plan expertise and process with our peers across the network, allowing them to spend more time building relationships and serving their clients' other wealth management needs.
- The Diversify Retirement Plan Advisory Services Team provides comprehensive advisory services and offers access to a dedicated team of advisors and education support for plan participants.