THE Blog

Over 60% of online searches now end without a single click, as AI tools, smart summaries, and snippets provide instant answers. For financial advisors, this shift means bots—not just people—may decide who appears in AI-powered results, making Answer Engine Optimization (AEO) as crucial as traditional SEO. To stay ahead, Diana Cabrices of Wealthtender and Samantha Russell of FMG talk about zero-click optimization, structuring content for AI, and building trust through reviews and awards.

Your online reviews tell a powerful story your future clients are eager to hear. But are you showcasing them effectively? In this high-impact webinar, Wealthtender CEO Brian Thorp and Chief Evangelist Diana Cabrices will share 20 powerful ways financial advisors can promote their client reviews. These rapid-fire tips will be delivered in just 20 minutes, designed to help you win more business. The full session will also include a brief opening for housekeeping and a live Q&A to answer your most pressing questions.

The ability to incorporate estate planning into your services is a big differentiator that consumers seek out. Estate planning isn’t just important to upgrade your firm’s offerings, but it will help you attract new business.
However, the real key to success lies in how well you position and promote this service to your audience.
I recently teamed up with Trust & Will to deliver a comprehensive session on 5 marketing tactics to promote your estate planning services, designed to help you elevate your offerings and stand out in a competitive market.

Wealthtender just leveled up testimonial marketing for financial advisors with the launch of its Testimonial Marketing Studio™, a powerful new add-on that transforms SEC-compliant client reviews into eye-catching, brand-aligned content for social media, websites, and beyond. Designed to help advisors stand out and convert more prospects, this tool blends compliance with creativity—no design skills needed. Discover how to turn trust into stunning, shareable content that sets your firm apart.

The ability to incorporate estate planning into your services is a big differentiator that consumers seek out. Estate planning isn’t just important to upgrade your firm’s offerings, but it will help you attract new business.
However, the real key to success lies in how well you position and promote this service to your audience.
I recently teamed up with Trust & Will to deliver a comprehensive session on 5 marketing tactics to promote your estate planning services, designed to help you elevate your offerings and stand out in a competitive market.

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.