Diana Cabrices
Member, NextGen Advisory Task Force
Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for B2B wealthtech brands.
Prior to introducing the industry's first-ever outsourced Chief Evangelist offering, Diana held executive roles in marketing and technology and has supported thousands of financial advisors in implementing growth strategies and technology across some of the most fundamental areas of their businesses — customer relationship management, marketing, branding, succession planning, mergers and acquisitions, and more.
When she’s not evangelizing advisor tech, she’s usually planning her next trip, elevating women as a birth doula and business mentor, and spending time in the beautiful mountains of Colorado where she currently resides.
Marketing
Technology
Customer Relationship Management
Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for B2B wealthtech brands.
Prior to introducing the industry's first-ever outsourced Chief Evangelist offering, Diana held executive roles in marketing and technology and has supported thousands of financial advisors in implementing growth strategies and technology across some of the most fundamental areas of their businesses — customer relationship management, marketing, branding, succession planning, mergers and acquisitions, and more.
When she’s not evangelizing advisor tech, she’s usually planning her next trip, elevating women as a birth doula and business mentor, and spending time in the beautiful mountains of Colorado where she currently resides.
Marketing
Technology
Customer Relationship Management