Diana Cabrices
@dianacabrices
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Following
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fractional chief evangelist • growth educator to FAs • keynote speaker • proudly reppin @wealthtender @_white_glove @theadvisorgc • host @finadvisortv techdemos
Denver, CO
Joined May 2009
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Pinned Tweet
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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Celebrating the fact that my company received its first payment today.
It’s been a long few months & many long days/nights in the making…
So much time crafting an offer I knew would bring tremendous value to
#wealthtech
companies
I am SO happy, yall!!! 🥹💃🍾
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Farewell,
@SnappyKraken
. 👋👋👋
(A "it's not goodbye, it's see you later" 🧵)
Thank you for 3.5 years of pure abundance.
Abundant in growth.
Abundant in opportunities.
Abundant in meaningful relationships.
14
1
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Today I’m feeling incredibly happy I decided to bet on myself these last few months.
Cannot WAIT to launch something this industry NEEDS and that’s never been done before!
Stay tuned my
#FinTwit
friends. 🥳🥳🥳
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1
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I did it y’all 🥹
I finally designed an office space I am proud of
Interior design? Notttt my thing
But with enough youtube vids and some inspo from friends, my new home studio is a reality! 🎊
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0
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31!💐
Cheers to a year of taking risks, living by my purpose, & fearlessly surrendering to my destiny. 🥂🔥
TY to everyone who has shown me so much love today & every day!
I’m so grateful.
🥹💕🍁🎈🎂
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It’s no secret that
@robertsofia
is THE ultimate Kraken.
But I thought, why not feminize the creature a bit?
A little red lip...
A little fluff of the hair...
I give you ✨the Krakenista✨
10
3
63
What an honor to have won the Women in Wealth Management Up and Comer award! So much more to say, but for now, thank you!!! A total pinch me moment!
#excellrepresent
@CarsonGroupLLC
🥹💕🙏🏼
Up and comer, powerhouse, and changing the industry in SO many ways! Congratulations
@dianacabrices
! So thankful to call you my friend and so proud of you! ❤️💙
#ExcellRepresent
#WomenInWealthManagementAwards
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29 years ago today, I lost my dad.
They say he was a ⭐️. He launched several businesses throughout his short 47 years on earth.
Aside from obviously missing him as a father-figure, I SO wish I could pick his business brain.
If he’s around, hug your dad extra tight today. ♥️
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Okay, this is a total first for me, & I just did a real HAPPY DANCE! 🎉
I’m so grateful to have been selected as a FINALIST for this year’s Women in Wealth Management Awards, Up and Comer! ⭐️
Thank you for the recognition
@CarsonGroupLLC
, I am truly honored & in great company!
Congratulations to our Up & Comer finalists for the Women in Wealth Management Awards! These women are setting the bar high with their dedication, expertise, and passion for making a difference in the financial industry.
#WIWM
#ExcellRepresent
#WIWMAwards
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My mom passed her citizenship test yesterday. 🇺🇸
She’s only left the country once in over 30 years, so this is a pretty big moment for my fam.
Time to take mom on some trips! 🥰🌎
Where should we go?!
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It’s a GIRL! 💗💗💗
20 inches long
7.5 lbs
36 hours of natural labor at home
My sister is a total WARRIOR 💪🏼
Welcome to the 🌎 (still deciding a name heheh)
TY for making me an aunt again!
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0
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Wearing sneakers to a conference just may be my new favorite thing.
Stylish, not sporty. Paired with a button up & pencil skirt. 👌🏻
Heels are great, but can we normalize this?
My feet are so happy. 😁
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2
51
My mom was my age when my father passed away on this day 30 years ago.
I didn’t grow up with a dad. In fact, the word “dad” feels foreign to me.
But I did inherit a few of his wonderful qualities (I think):
Smart
Funny
Charming ☺️
Keep RIP, pops. Until we meet again. ❤️
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1
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I recently hired a new CPA and her team made sure I had
@Starbucks
delivered to my door before our onboarding meeting started 😍😍😍
Want to be different? This is an amazing way to leave a mark!
👏🏼👏🏼👏🏼
8
0
52
Yesterday I booked a 4-day beach resort vacay for my mom's 60th birthday.
When I shared the news w/ her, she cried.
My mom's entire life has been spent catering to others, myself included.
THIS is why I work hard. To give back to those who gave to me.
I love you, momma! ☺️
1
2
47
Something happened to me for the 1st time ever today
I hosted a breakout session…with all women! 🥹
It was amazing
So much love, warmth, & empowerment
The vibes at
@wifsnational
Amplify conference are IT!!! 🤗💕🥳
2
2
50
Wow
@fpassociation
THANK YOU for bringing in an artist to visualize my session! This is amazing 🥹
Honored I got to spend the last hour in a room with passionate financial planners here at the
#FPARetreat
🫶🏻
They were curious, engaged, and kind
A total conference success! ✔️
11
5
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3 years ago
@robertsofia
told me, “you ARE a CEO, people just don’t know it yet.”
& since then, has supported me in my career development in more ways I ever imagined.
I often preach the importance of women uniting, but I don’t say this enough:
Male allies are crucial! 🙏🏻💯
6
4
49
I went off-grid & learned more about managing stress in 2 days than I have in 30 yrs.
Get outside. Unplug. Turn off. Lose track of time. Soak up the sun. Stargaze. Birdwatch. Swim in creeks. Cook over an open fire. Roam. Rest.
It's all a remembering of who we are. 🙂
#camping
8
1
48
I can finally share the news — I've partnered with
@_white_glove
as the company's Chief Evangelist! 🥳
From their suite of impressive marketing programs, to their resiliency in the advisor marketing space over the years,
I am honored to represent this fantastic brand! 🖤🤍
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💭I don't know it all
💭I'm learning as I go
💭I'll make mistakes
💭I'll get better
💭Holy crap I'm scared of falling flat
👆🏻Thoughts of a newly-launched business owner who wakes up to the 3 am mental race each day.
Anyone else?
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1
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The best night cap is the one you get to spend with powerhouse women who are changing the world for the better.
@LIVgagnon
@lindseyswansong
@TalkDinero_ToMe
Beyond grateful for you and my growing circle of strong women! 🥹💕
#xypnlive
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Greatest party ever thanks to
@nitrogenwealth
!
#wmedge
has us all shaking our booties and electric sliding 💃🕺🏻🪩
@gregdrozdow
@KyleVanPelt
@Daniel_Bolton
@SamanthaTwenty
and so many more amazing ppl
@MacGardner_CFP
@DrPrestonCherry
@pettijohn_b
@alisusko_alison
@ThrivosLLC
7
2
41
Wheels up to Bogotá, Colombia! 🇨🇴
My sis is about to birth her first child, my niece or nephew 🥹
I’m not the one with the baby in my belly, but I sure am emotional as heck
Send good vibes, friends! 🙏🏼
#birthdoula
#sisters
🎈
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“Before I knew what love was, I fell in love with basketball.”
@isaiahthomas
on stage @
#FutureProofAC
sharing his story and passion for his craft.♥️
What an inspiration you are, Isaiah.
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2 things that have made me so happy this week:
1- hiring a female content creator that really needs the work and income, and
2- mentoring a woman in her 20s who has a lot of talent but no idea what career path to take
Women supporting women is how we grow and change 🌱
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1- Show up.
2- Do your best.
3- Be kind.
4- Give back.
👆🏻Every day, no matter what.
This is my success formula.
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4
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Nearly 23 million Americans — almost 1 in 10 — are addicted to alcohol or other drugs.
These addictions rip apart families & wreak havoc in relationships.
After 2 years of sobriety, my sister is back in rehab.
This disease is hard.
Life is hard.
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1
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We’re zonked from partying it up with my fam this weekend
But we’ll never not celebrate — happy 2 years of love & a LOT of laughter with this guy!
Grateful I took the stage in 2021 when I did
He was the best financial advisor in the room that day (for me 🥰)
Love you Ty ❤️🔥
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Feliz Sábado!
Missing Cuba & fresh-pressed sugar cane juice a little more than usual tday 😌
What travel plans do you have lined up for 2023?
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PROUD! 🇺🇸🇨🇺
Also — did you know the very first person to ever become a naturalized citizen of the United States was from Cuba?!
The eyes are full today! Congrats mom! 🎉💪🏼❤️🔥 Thanks for everything you’ve done to give me a better life.
Mom is otw to the citizenship ceremony & I’m in alllll the feels 🙏🏼
Bummed I can’t be there in person 😔 and wishing we lived closer
But today I will honor her & her incredibly difficult life journey that brought her to this very moment, even from afar 💗
Love you mama
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The best part about winning this award? The confirmation I’m not only seen, but that other women are inspired ✨
More thoughts here:
Thank you from the bottom of my heart,
@CarsonGroupLLC
!
#ExcellRepresent
❤️🔥
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SO enjoyed spending time w/ these ladies today (how did I get so lucky?) 🤩
@RamonaCFP
is a total gem
@1GenWealth
is funny, bold, & kind
@anjiekonte
makes you feel like you’re at home, even in the presence of all her power
@SERLatinoSummit
brought together some of the best! 💓
6
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36
I am NOT complaining about this view 😍😍😍 (San Diego is pretty much perfect)
#LPLFocus
is off to a great start!
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First moment of alone time after a super-social, jam-packed three (incredible) days at
#T32023
🙏🏼
Reflecting on all the supportive ppl who advocated for me & gave me invaluable advice this week 🥹
You know who you are… real ones of this industry 💗
It means the 🌎
3
1
37
Something I never thought I’d tweet:
I played 36 holes over the weekend. 😱🏌️♀️
Golf has taught me to:
-slow down
-stay focused
-and turn off the world for a little
I’m officially obssessed! 😁
Fellow golfers, feel free to critique this shot 👇🏻
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NOT EVERY BUSINESS MEETING NEEDS TO BE ON ZOOM VIDEO 😨
Schedule a phone call to break up all the video chats
It eases anxiety and even allows you to take a walk
It’s my new thing and I’m really loving it
#MentalHealthAwarenessMonth
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If you’re a public speaker, you’ll get what I’m about to say:
There is no comparison to the HIGH you feel as soon as you walk off that stage.
You will ride the wave, all day long.
I am riding it this very moment. 🥹
TY
@MarinerWealth
/ Platform! 🎤
4
2
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Happy birthday to my beautiful sister! She’s also carrying my NEPHEW! Can’t believe this family is finally getting a boy. 😍🎉 I am so grateful I get to spend time with her all weekend, as she makes the trip from ATL to DEN today.
💕💕💕
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This newly 31 year old deserves a toast 🥂
She’s everyone’s favorite Twitter 👸🏻
The bestest friend 💗
The most fabulous human with a bright spirit & infectious personality
She is
@elenaspeaking
And we adore her to pieces! 🥹
Happy (just a lil belated) birthday! 🥳🎂🎈🎁🎉
3
2
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You know what’s sad?
When financial services firms place politics over people when choosing their advisor tech stack.
News flash: your advisors don’t like shitty tools. Stop making them adopt outdated softwares & strategies bc your pockets run 10+ years deep w/ said tools.
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3
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#FutureProofAC
is ON!
Beyond impressed with this entire event so far 😍
@MattMiddleton__
and team — job well done! 👏🏻
3
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36
Not even minutes into walking into the Aria, and I found these amazing
@SnappyKraken
ladies!! Oh how I’ve missed you!!
+ saw the wonderful
@tinacpowell
@BethAnn60766368
@MattHalloran_
and
@jlmusc75
😍
This is going to be a FUN week! 💥
#joltconference
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Headed to
@FutureProofAC
? Make sure Tuesday's Fintech Demo Drop is on your agenda! 🔥
Hosted by yours truly 🥳, you'll hear LIVE, 7-minute demos from:
@UPTIQ_AI
@Alphathena1
@WeAreWealth
@InvestSuite
@Pershing
X
@optoinvest
@ConquestPlanInc
See you in sunny SoCal! ☀️
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A day in the life of a solo biz owner 🫠
-spent 2 hrs bookkeeping
-designed my T3 conference marketing 📜
-submit my FPA presentation to qualify for CE credit
-planned an upcoming SEO panel (
#joltconference
!)
-put in 1 hr of networking
-posted to social
Gnight, yall 😴
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No sleep in over 24 hours but we have a baby on the way guys 🥹🙏🏼
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One of the best & brightest humans in the industry (and a woman I really look up to!) 💫
@SamanthaTwenty
thank you for being YOU! We’re all better marketers and business people because of it 🥳
#wmedge
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Operations staff at RIAs deserve SO MUCH CREDIT
They are the glue that holds everything together
I love getting to pick their brains! 🧠
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Meet on Twitter.
Have countless facetimes/phone calls for months, realizing we’re basically sisters.
Become besties.
And finally, meet IRL for the first time and have a cry sesh together.
Girl, ILY
@elenaspeaking
🥹🥰
TY for being such a bright 🌟 in my life!
#FutureProofAC
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1
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Wayyyy too much love in one photo. 💕
How did I get so lucky to be surrounded by some of the best male allies in the industry?
Thank you
#joltconference
for bringing us together!
@niteshv10
@mikeyebio
@anthonystich
2
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When you SMOKE the entire crew on the go cart track, you end it with a selfie.
Damn, I think I’m ready to go pro.
😁🏎💨
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Two of my faves! Getting to conference with them guarantees a good time 🤩
@alisusko_alison
@johnellert
#HostU2023
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Bye
#T32022
! Thanks for giving me the stage to help advisors flip the script on their marketing! (It’s not about you, it’s about THEM)
And now, wheels up to
@SnappyKraken
’s
#joltconference
! ✈️🎉
2
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The best Chinese hot pot with one of the best people!
@writerfrancesca
Aside from being a great human, she’s an excellent writer and marketing strategist. ✍🏻
She promises to tweet more if you give her a follow,
#fintwit
😌
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#FutureProofAC
is off to a great start!
@ThrivosLLC
@gregdrozdow
@nicolecasperson
Brittany Castro and sooo many others! + getting to meet
@elenaspeaking
was BEYOND!!! 🌟🙌🏻💃
Also — it’s HOT! Like, Florida hot. 😂
4
1
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Can’t believe this little ham
1- joined me on a work trip
2- is already 7 months
3- and has 7 little teef!
First time seeing her since I attended my sister’s birth in Colombia in April
She’s irresistible!!! 🥰👶🏻
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It’s starting to get realllllll easy to spot ChatGPT content 👀
Lots of over-hyped, corporate-y, and unneccesarily long words being used
C’mon…is your webinar THAT revolutionary, inspiring, invaluable, and transforming?
🙈
5
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31
Saying goodbye to this view after 31 days in paradise. 🌴🌺
Dis-connected from technology // re-connected with nature. 🌊🐠
Grateful for a transformative start to 2022! 🙏🏻😭
3
1
32
Making new friends and having great convo at
#FPARetreat
!
Christine with
@altruist
is a ray of sunshine ☀️
TY Scott
@FPTransitions
for snapping our photo! 🥳
3
1
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Another beautiful human I finally got to meet at
#joltconference
!
@danikaw
aside from being wildly smart, you have the best energy.
Grateful to know you!! 🤗💕
3
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Getting social with
@ShannonRosic
@ddjanowski
& Beth of
@wealth_mgmt
at
#T32023
! What a conference! 💥💥💥💥
4
2
30
ICYMI, I've partnered with
@Wealthbox
CRM! 🎉
🔊 Listen in on why I've decided to
#evangelize
a brand and product financial advisors love 👇
#fractionalchiefevangelist
#wealthbox
#crm
💙
2
2
31
Walking into the
#joltconference
last night like 👠👡👢
Can’t wait to see more familiar faces and meet new ones today!
@elenaspeaking
@nicolecasperson
💥
2
1
30
Taking a full week to work ON the biz not IN the biz:
-updating my financial plan
-setting up a home studio! 🎥😬
-interviewing/hiring freelancers
-organizing all my digital files
-leveling up w/ online courses
-finding a 🏡 cleaner!
My 6 month biz baby is growing up! ☺️📈
4
1
31
Between arriving to
#T32022
today,
#joltconference
in Vegas tmrw, and our exciting acquisition news of
@advisorwebsites
, I CAN’T with all the feels! 🚀🎉 it’s going to be an amaaaaaazing week. See you all soon! 😍
3
2
30
Pumpkin beer and pirate love 🏴☠️ it’s a Happy Halloween!
1
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30
I blinked, and turned 32! 🎈🥳
This year has been nothing short of transformative
Grateful to God, my family, & my friends 🥲
TY for being a part of my journey,
#fintwit
fam! You've all shown me a lot of love
I am SO beyond blessed 💕
10
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My mom drove all the way across the country to visit me.
2 days, 1 hotel, 1500 miles, and lots of (undesirable) fast food later...
All b/c I told her I really needed her.
Moms, they're the best.
If you can, let yours know how much you appreciate her today. ❣️
2
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Lots of snuggles this AM with my favorite little man, Guss. 💕
I’ve had Guss since I was 16. I’m now 31.
He’s been by my side through it all!
I hope we get as many more years together as possible. 🥹
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NEWS DROP 🎉 live from
#FutureProofAC
@wealthtender
&
@theadvisorgc
unite as one community!
As Community Evangelist, I am amped about working w/ over 450 advisors in future-proofing their businesses 💥
Huge TY to
@DefineFinancial
@jus10castelli
❤️
3
8
31
You know it’s a good Friday when you
- book an exciting speaking gig
- speak on a podcast you ❤️
- write ur 1st magazine article ✍🏻
- create a fun video script
All in one day!
The highs of being a biz owner make you quickly forget the lows
#gratitude
💃🏼
5
0
31
Going LIVE in the UK today! 🇬🇧
4th talk of the week to financial planners on growth and productivity 💗
Can you tell I’m excited?!
(And yes I will be mentioning we’re celebrating our independence from them!) 😂🎉
2
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2
4
30
The smart and beautiful
@samanthajoallen
on stage encouraging advisors to share what makes them unique AKA “your buffalo” 👏🏼
Loved how she weaved in a personal marketing story of her own to teach the crowd that lesson
This rockstar panel keeps getting better!
#FutureProofAC
1
1
29
Finally got to meet
@Perth_Tolle
and she’s as lovely as they say ☺️
@MikePolicarNGP
is also fantastic 🙌🏻
Loving
#FutureProofAC
day 2!
5
0
30
The ladies! woo’ing our way through the amazing
#joltconference
kick off this AM!📣🥳
@LIVgagnon
@nicolecasperson
@elenaspeaking
1
3
30
Rest in peace Ryan Russell. Everyone send all your love, strength, & prayers to
@SamanthaTwenty
and her family. The world lost an incredible person. 🙏🏼
Ryan Russell, renowned designer, entrepreneur, educator and most recently, best-selling children’s book author/illustrator, peacefully passed away at home in State College on Monday after bravely battling brain cancer for the last 17 months. He was 41.
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One last night on Broadway with this incredible woman!
@tinacpowell
#ExcellRepresent
just waiting on you
@suzsiracuse
! 🤗
3
0
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If you’ve made it this far, you’re probably thinking: “WHAT’S DIANA UP TO NEXT?”
Stay in the loop by dropping your email here: 😎
Cheers to bittersweet endings. May they propel you to the next level & remind you how far you've come! 🥂
15
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You can take the girl out of the South, but you can’t take the South out of the girl.
Loving you, Nashville! 👢
2
0
29
My favorite girl
@kendrarockslife
crushing the stage with real-talk marketing advice 🎤
Don’t do it all
Find the simple
Stop copying others
#FutureProof2023
#FutureProofAC
6
0
30
Some of my fav thought leaders of the industry 🫶🏻
@asset_map
@PhilippHecker
@DerekNHNotman
sharing GOODNESS on advice engagement 🔥
Fave takeaway 4 advisors: balance technology (you don’t need it all) with *change management* and enable participation over presentation
#wmedge
0
4
29
Mad respect for
@methodman
&
@therealredman
last night performing their hearts out at
#FutureProofAC
👏🏼🔥
& shoutout to
@wealthtender
for the perfect party glasses! 🤩
1
1
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I woke up this morning and told myself:
"you're a force to be reckoned with"
and I hope you tell yourself the same
b/c we're ALL forces of this powerful, beautiful universe around us
So go do that thing you've always wanted to today!
🌎🌟🫶
4
4
29
Eating my way through Greece 😋
Forgot how much I miss living in Europe and smashing deliciously cheap gyros🔥
5
0
28
When
@Riskalyze
and
@SnappyKraken
get together 👀
Dinner talk = exchanging of growth ideas and strategy, learning from our fintech journeys, & a whole lot of forging meaningful connections. 🥰
@weeenzy
@J5ive
@niteshv10
I just ♥️ you guys!
@AaronKlein
your team is so stellar
5
4
28
Kicking off
#WMEDGE
with a little beachside rosé with my favorite person…mom 🥰
Sooooo happy to be here and to see her face light up at this resort!🍹
If’s going to be a GREAT week!
2
1
29
Counting down the days!
I bet the full moon and Easter will bring us a really special treat next week 🥰
Also, Colombian midwives are amazing. So much respect.
@AravindSitham
I know you’d appreciate this!
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The 1st time
@acketyack
& I ever created together, he filmed me on the beach in gym clothes @ 6 am 😅 (&
@marieswift
coached me through!)
Fast forward to tday, I’ve not only grown as a person, but my respect for this guy has multiplied.
To the King of great media, thank you!
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