THE Blog

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.

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.

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. 

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.

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 need it the most. Denver,