THE Blog

Welcome! Looking for actionable advice on how to grow your financial services firm or financial technology company? You’ve come to the right place.

The 5 Core Client Mindsets: How This Patent Pending Assessment Boosts Advisor Growth

In a world where advisor services don’t always meet investor needs, the Passport Package Assessment helps advisors align priorities and goals in their relationships.

In this webinar, Katie Braden of C&J Innovations and Diana Cabrices of Wealthtender will demonstrate this patent-pending assessment LIVE and reveal the 5 core client mindsets it uncovers.

You’ll learn how to take thoughtful next steps with prospects, build a qualification process to find right-fit clients, and help existing clients focus on their unique needs. Don’t miss this chance to transform your service model…for the better.

Read More »
On Trend

3 Strategies To Grow Your Referrals By 300%

Have you ever wondered how you can triple the amount of referrals you get as a financial advisor? Converting clients into full-blown brand advocates that refer business to you is absolutely possible, but it requires an intentional approach within the way you operate your business and engage your clients. Join Diana Cabrices of Wealthtender and David DeCelle of ModelFA for an eye-opening, education-rich session on the topic, and walk away with precise, easy-to-implement formulas and ideas that’ll help you turn up the volume on your referrals.

The Scoop

All Posts

The 5 Core Client Mindsets: How This Patent Pending Assessment Boosts Advisor Growth

In a world where advisor services don’t always meet investor needs, the Passport Package Assessment helps advisors align priorities and goals in their relationships.

In this webinar, Katie Braden of C&J Innovations and Diana Cabrices of Wealthtender will demonstrate this patent-pending assessment LIVE and reveal the 5 core client mindsets it uncovers.

You’ll learn how to take thoughtful next steps with prospects, build a qualification process to find right-fit clients, and help existing clients focus on their unique needs. Don’t miss this chance to transform your service model…for the better.

Read More »

3 Strategies To Grow Your Referrals By 300%

Have you ever wondered how you can triple the amount of referrals you get as a financial advisor? Converting clients into full-blown brand advocates that refer business to you is absolutely possible, but it requires an intentional approach within the way you operate your business and engage your clients. Join Diana Cabrices of Wealthtender and David DeCelle of ModelFA for an eye-opening, education-rich session on the topic, and walk away with precise, easy-to-implement formulas and ideas that’ll help you turn up the volume on your referrals.

Read More »

How Financial Advisors Can Use AI to Find Prospects With Money in Motion

Prospects want to meet with financial advisors, but few know where and how to meet. Over 42% of investors look for a financial advisor after experiencing a life event. Discover how to capture and convert right-time, right-fit prospects for your business using a blend of artificial intelligence, humanized marketing, and advisor technology with Diana Cabrices of Wealthtender and Rylan Folts of Wealthfeed. 

Read More »
How Financial Advisors Can Win New Clients By Hosting Tax-Focused Webinars

How Financial Advisors Can Win New Clients By Hosting Tax-Focused Webinars

Webinars as a financial advisor growth strategy continue to prove themselves highly beneficial in casting a wide net on prospects to reach. But what happens when advisors combine this marketing method with a topic that everyone needs help with, tax planning? Meet the marketing match made in heaven: taxes & webinars. In this session, hear from tax-planning technology expert Torie Happe with Holistiplan and advisor marketing educator Diana Cabrices with White Glove on the power of this dynamic duo for financial advisors looking to grow their businesses.

Read More »
The Power of Brand Evangelism in Wealthtech

The Power of Brand Evangelism in Wealthtech

The word “evangelism” comes from the Greek word euangelizesthai (εὐανγέλιον), roughly meaning “to share the good news”. The etymology of the word “brand” is derived from fire brand, a burning piece of wood. When put together, we have “brand evangelism” which one can think of as a torch to light up your brand’s presence and bring the good news to others. 

Read More »
On Air

Watch Diana's Video Channel

Prefer to consume content via video? Check out our video channel for more education and news.

Play Video