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.
How Event Marketing Combined With Technology Helps Financial Advisors Book More Appointments
Events can be a powerful lead generation tool for financial advisors, with the end goal of filling your pipeline, warming up prospects, and converting them into viable leads for your business. And there are so many ways to supercharge this effort with White Glove and Asset-Map!
The Growth Story of Maia Wealth: From 3 Advisors to a Team of 30 with Wealthbox
Blossoming into a formidable team of 30, Maia Wealth’s success story is a testament to the transformative power of leveraging the right technology. Their growth is fuelled by Wealthbox, a CRM platform for financial advisors that has modernised the way they operate and interact with clients.
Press Release: Diana Cabrices Launches First of its Kind Industry Growth Offering
On a mission to help firms stand out and build loyalty in a saturated market, Diana aims to energize wealthtech brands at a time they
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.
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.
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.
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.
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.
The Growth Story of Maia Wealth: From 3 Advisors to a Team of 30 with Wealthbox
Blossoming into a formidable team of 30, Maia Wealth’s success story is a testament to the transformative power of leveraging the right technology. Their growth is fuelled by Wealthbox, a CRM platform for financial advisors that has modernised the way they operate and interact with clients.
How Event Marketing Combined With Technology Helps Financial Advisors Book More Appointments
Events can be a powerful lead generation tool for financial advisors, with the end goal of filling your pipeline, warming up prospects, and converting them into viable leads for your business. And there are so many ways to supercharge this effort with White Glove and Asset-Map!
SEC “De-Risk” Alert: A Compliance Officer’s Guide to Testimonial Marketing
Wealthtender CEO Brian Thorp and I take a closer look at compliance-centric testimonial marketing and offer practical steps for getting started. We’re also covering how to build a testimonial marketing SOP backed by technology, and learning Google & Yelp’s policies to avoid hassles on your end.
A New Era in Seminar Marketing: Diana Cabrices Named Chief Evangelist of White Glove
I am thrilled to announce my partnership with White Glove, where I’m now serving as their Chief Evangelist! In my newly-appointed role, I’ll be responsible for building upon the company’s already well-respected brand and advancing advisors’ marketing efforts through education.
Diana Cabrices Named Chief Evangelist at Wealthtender to Help Advisors Grow with Testimonial Marketing
I am so excited to share I’ve partnered with Wealthtender as Chief Evangelist. In this new role, I’ll help educate financial advisors on essential digital marketing, including SEO, testimonial marketing, and media opportunities.
From Branding to Growth: 3 Ways A Chief Evangelist Benefits B2B Wealthtech Companies
Are you ready to experience the next generation of wealth management? Say hello to the booming #wealthtech industry – an exciting world of innovative, tech-driven solutions designed to help financial advisors run their businesses like never before.
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.
Press Release: Diana Cabrices Launches First of its Kind Industry Growth Offering
On a mission to help firms stand out and build loyalty in a saturated market, Diana aims to energize wealthtech brands at a time they
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