01
Financial Advisor
Brings the long-term planning picture: retirement, investments, and how the business fits into the owner’s personal goals.
About Us
Four professions.
One table.
Diadem puts the right professionals around a business owner at the same time, so the advice is coordinated, the questions are answered in the room, and the advisor can focus on advising.
Who sits at the table
Every seat has a purpose, every meeting is coordinated.
Business owners rarely have just one problem. Their insurance, their corporate structure, their tax position and their long-term plans all pull on each other, so we bring the people who handle each of them to the same meeting.
02
Accountant
An independent CPA at every coordinated meeting, reviewing the numbers and confirming the structure before any decision is made.
03
Lawyer
Available for corporate structure, shareholder agreements and the legal side of any strategy that comes out of the meeting.
04
Insurance Agent
You. Focused entirely on the insurance advice, with the qualification, the coordination and the usual objections already handled.
Our promise to advisors
$0
commission splitting
Your commission
stays yours.
Diadem is paid a service fee for the marketing, qualification and coordination it does, never a share of what you earn. The business you write is your business.
- No commission splitting, ever
- No share of the policies you place
- Clear pricing: a management fee and a per-appointment fee
Next step
Ready to spend more time
advising and less time prospecting?
Apply to become a Diadem Advisor or schedule an introduction call to learn more about how our system works.