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.


Deliver thousands of personalized sales messages through Personalized-Visual™ communication.

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Personalized-Visual™ Communication That Converts

We turn one recording into thousands of tailored videos so you can scale human connection, boost conversions, and stay top of mind with the people who matter most.

Scalable Personalization

One recording. Thousands of custom messages. Reach every lead with a video that feels like it was made just for them because it was.

Data-Driven Messaging

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

Perfectly Timed Journey

We design the full customer journey to ensure your outreach aligns with your goals and leads to measurable results.

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 personalized letters, AI-driven but personal sales messages, and thoughtful follow-ups.

Real Estate Agents

We create a system that helps you attract, engage, and convert clients on your own terms, whether you're growing within a team or planning your next step.

Real Estate Team Leaders

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

Reach the right people. At scale.

Launch your personalized campaign that connects, converts, and scales, without the manual work.

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

Learn how to launch smarter campaigns that feel personal, and perform at scale. Request a live demo and see how it works, tailored to your industry and your goals.

72%
open rate on physical letters
3x
higher reply rates
100%
automated follow-up

Better Conversations, Not Just More Leads.

We combine data, design, and automation to create outreach that feels one-to-one, at scale. From personalized letters to AI-crafted messages and smart follow-ups, we help you reach more of the right people.

Real Mail,
Real Results

We combine thoughtful design, tailored messaging, and strategic timing to create physical letters your clients actually want to open. It’s personal, tangible, and impossible to ignore, the opposite of digital noise.

Precision at Scale

AI-crafted messages tailored to every prospect, no templates, 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

Do I need to leave my brokerage to participate in this program?

Absolutely not. We are a brokerage that works on a referral basis. No agents hang their licenses at our brokerage.

If I decide to join, what is the first week like working with Diverse?

The process moves quickly:

Within 1 hour of signing up, you will receive a welcome call from our Client Success Manager, who will walk you through how simple the process is on your end to get our partnership started.

Also within the first hour, you will receive an onboarding email introducing you to your points of contact within our company. The email will also provide access to your portal.

Upon logging into your portal, you will schedule a Zoom call with our marketing manager, who will help set up your online ad accounts and launch your campaigns!

We handle the rest. We work behind the scenes to organize your county's data, set up your campaigns, and ensure a timely launch of your personalized marketing materials.

How long has your company been in business?

Our company was founded in 2016.

Are you a licensed brokerage, and in which state?

Yes. We are a licensed brokerage in Florida, but we are authorized to send referrals to all 50 states.

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

None. We will only send you leads that are exclusive to you.

How often do I need to update you on lead statuses?

We are not like some companies that make you feel like you work for them. We only ask for periodic updates at pivotal points in the lead's transaction.

Will incoming Diverse leads automatically be added to my CRM?

Absolutely. We integrate with all major CRMs through email parsing to automatically add incoming leads to your CRM.

Book a quick demo and discover how personalized, scalable outreach can transform your sales process.