Diana Cabrices
@dianacabrices
Followers
2K
Following
10K
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chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @trustandwill • community @theadvisorgc
Denver, CO
Joined May 2009
INTRODUCING the industry's first Fractional Chief Evangelist offering and the launch of my company, Diana Cabrices Consulting! 🎉. Wealthtech has a growth problem, and I’m on a mission to solve it. A 🧵
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RT @MitlinFinancial: Future Proof putting the biggest buzz front and center 🤖. AI Demo Drop hosted by @dianacabrices . ~ from The Ocean S….
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RT @wealth_mgmt: Congratulations @trustandwill Trust & Will, winner of the ESTATE PLANNING: Trusts category of the 2025 Wealth Management I….
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You know what’s BS. Telling customers “it’s business as usual!” after a merger/acquisition. No, it’s not. It never is. We gotta start calling businesses out on this lol.
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RT @altruist: Pick your niche. Build around it. That’s how you create a brand that lasts. Cathy Curtis’s episode of The Advisor Journey is….
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Wow, I am SO excited to share that I’ve been named an Excellence Awardee — Female Trailblazer of the Year by @investmentnews Women to Watch 2025! 🥳🎊🥂. Almost 10 years ago, I jumped into the wealthtech world with one goal: to help financial advisors grow and thrive. I never
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RT @trustandwill: 💡 The best estate plans aren’t built in crisis — they’re shaped by foresight. In our Estate Planning Expert Series, @Dev….
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💡 Estate planning works best when it’s proactive, not reactive. That’s why today's Estate Planning Expert Series features @Devin Garofalo, AIF® and Founder & CEO of Colonial River Wealth Management. 👉 Don’t miss this conversation on how values-driven, forward-thinking.
Estate Planning Expert Series: The Power of Proactive Planning
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Estate Planning Expert Series: The Power of Proactive Planning
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RT @charleshthomas: @trustandwill Thanks to @dianacabrices for pulling this together. Thanks to @PlanWithBob @theblendcouple and Al Faber f….
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RT @charleshthomas: Thanks to @trustandwill for sharing my thoughts on estate planning and back to school time. Why think about wills and….
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RT @trustandwill: FOMO alert for anyone who missed the @NitrogenWealth, @AssetMapLLC, T&W happy hour 🥲.
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RT @danielkeeverEFM: All marketing really only has two essential steps. 1. Generate attention. 2. Get them to say yes. If you want to be….
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If you’re not at tonight’s happy hour in San Diego hosted by @trustandwill @NitrogenWealth & @AssetMapLLC , where even are you?!?. #LPLFocus is 🔥🔥🔥
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RT @trustandwill: 🏈💙 We’ve teamed up with the @RamsNFL to bring the game-day energy to your legacy game plan. or, you know, your kiddo's b….
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What if AI already decided who your next prospect hires?. Getting found online as a financial advisor in 2025 is NOT what it used to be. 😑 . (and this might be my favorite webinar collab, ever!). So is ChatGPT recommending YOU. or your competitors?! . To answer this question,
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RT @MitlinFinancial: @dianacabrices @wealthtender Thank you for working to help educate advisors in this ever changing landscape.
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RT @Lawrence_Sprung: @dianacabrices @wealthtender A huge thank you to the @wealthtender team for all they are doing.
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RT @investmentnews: New rules to let state-registered investment advisors publish testimonials and online reviews from their clients have b….
investmentnews.com
A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.
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What happens when someone asks ChatGPT, “Who’s the best financial advisor near me?”. If you’re not using AI-optimized FAQs, there’s a good chance they won’t see you. @wealthtender just launched a feature to change that—built to help advisors:. ✅ Rank in Google AI Overviews.✅.
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