About Allan

Allan has decades of experience leading tax compliance, planning, and advisory services. Before joining Scriba, he was the Managing Director and Head of Private Client Tax Advisory at CPA Consulting (NYSE: CPA), where he built a world-class tax department and worked closely with high-net-worth individuals, family offices, and closely held businesses to provide expert guidance on complex tax strategies.

Prior to CPA Consulting, Allan served as the Head of a multi-billion-dollar family office, overseeing tax planning, treasury management, financial statement preparation, and charitable giving for over eight years. Allan began his career in public accounting with leading firms such as RSM and CohnReznick. During this time, he partnered with hundreds of clients across a wide range of complex tax areas, including individual, partnership, corporate, trust and estate, SALT, and international taxation, as well as wealth management.

Allan prides himself on taking a holistic, personable approach, offering attentive service that results in high client satisfaction and referral rates.


Discover how Diverse predictably provides quality referrals, regardless of market shifts.

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Trusted by Leaders at:

Personalized Outreach Communication That Converts

We handle everything. We turn one recording into thousands of tailored videos that scale human connection, boost conversions, and keep you top of mind with the people that matter most.

Scalable Personalization

One recording. Thousands of custom messages. We reach every lead with a message that feels curated just for them and their situation.

Data-Driven Messaging

Our proprietary engine tailors digital outreach based on profiles and behaviors and adapts every message to the audience.

Perfectly Timed Journey

We align communication with each audience's life situation through non-intrusive dialogue until the point of conversion.

Smart Follow-ups

No lead gets lost. Our system sends smart reminders and digital follow-ups, keeping your prospects engaged until they are ready.

Where Tech Meets Human Connection.

At Diverse, we believe technology should amplify human connection not replace it. Our mission is to help businesses communicate with clarity, empathy, and precision at scale.

We work with teams who believe in high standards, bold ideas, and meaningful interactions - from the first touchpoint to conversion and beyond.

Made for people who move markets.

The future of sales isn’t about louder marketing; it’s about smarter messaging. That’s why we help professionals connect with the right people through perfectly timed, personalized outreach.

Real Estate Agents

We build and fully operate a system for you that helps you consistently attract, engage, and convert clients, whether you're growing within a team or planning your next step and want to own your lead source.

Real Estate Team Leaders

Fuel your team with qualified, scalable referral opportunities. Diverse gives you the tools to lead stronger and scale faster.

Reach the right people. At scale.

Discover how Diverse predictably provides quality referrals, regardless of market shifts.

Broker-Owners

Leads for every team, across every market. Whether you manage one office or a national network, Diverse equips your teams with high-performing campaigns that drive real results.

The best sales happen when people feel understood. Diverse was born from the idea that even in a digital world, human connection should lead the conversation, not get lost in it.
Tim Dean
Some Guy at Diverse

Discover how Diverse builds and manages smarter campaigns that feel personal and perform at scale. Request a demo below to see how it works and determine if it aligns with your business.

72%
avg campaign open rate
24%
avg conversion rate
100%
done-for-you service

Better Conversations, Not Just More Leads.

We combine data, personalization, and automation to create outreach that feels one-to-one at scale. From personalized outreach to AI-crafted messages and smart follow-ups, we generate real referral opportunities—not just more leads.

Real Opportunities,
Real Results

We combine thoughtful design, tailored messaging, and strategic timing to create outreach that your audience actually wants to open. It’s personal, tangible, and impossible to ignore—the opposite of digital noise.

Precision at Scale

Crafted messages tailored to every prospect, nothing generic, no guesswork. Each message is built using real data and behavior insights, so your outreach feels thoughtful, timely, and uniquely relevant, not like something copied and pasted from a playbook.

Conversations,
Not Campaigns

Every message we send is intentional. Instead of flooding inboxes or relying on generic blasts, we help you start real conversations with the right people, at the right moment, in the right way.

Customer testimonials

"This is the first time digital outreach actually felt human. Our leads didn’t just click they replied. The personalization at scale is unmatched, and it’s changed the way we approach client relationships."
.
Sales Director at Sotheby’s International Realty

Frequently
asked questions.

Find answers to frequently asked questions about our Personalized-Visual™ Communication

What is your referral fee?

33%

Are you a brokerage?

Yes, we are a licensed real estate brokerage, licensed to provide referrals in all 50 states.

Do I need to leave my current brokerage?

No. We are a brokerage that works on a referral basis providing referrals to agents in all 50 states. No agents hang their license at Diverse.

Do you have CRM integrations?

We integrate with all major CRMs via email parsing. This allows all leads to automatically be added to your CRM 🤩

How many agents do I need to compete with for each lead?

None. Our leads are exclusive to the agent that they are sent to.

What year was Diverse started?

Our company was founded in 2016.

Request a demo below to discover how Diverse uses personalized, scalable outreach to provide predictable, high-quality referrals.