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.
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.
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.
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
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.
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.
All Posts
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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