Shows
Brand StoriesDiana Cabrices: Evangelize for the Brands You LoveDiana Cabrices Consulting's Diana Cabrices shares what a brand evangelist does, how they work with companies' marketing and public relations pros and how to determine if you have a suitable person in this role.
2025-11-0321 min
A.U.M. - Ask Us Marketing™What’s a Brand Evangelist, and Do Advisors Need One? —A.U.M.™ LIVE for financial advisorsBrand evangelism isn’t just a buzzword; it’s a strategy. Join Kalli Fedusenko, Advisor Marketing, Speaker and Diana Cabrices for a dynamic episode on what a brand evangelist does, why it matters, and how it can help advisors and firms stand out in a noisy industry.If you're looking for stronger visibility, better trust, and more aligned leads, this is the role you didn’t know you were missing.➡️ What a brand evangelist is—and why the role is growing➡️ How evangelists help firms connect with their audience➡️ Whether you should hire one or become one yourself
2025-09-2932 min
The Finance Marketing PodcastBeyond SEO: Optimizing for ChatGPT and AI Search Tools with Diana CabricesIn this episode of The Finance Marketing Podcast, Hillary sits down with Diana Cabrices, a fractional chief evangelist to B2B wealthtech brands and award-winning marketer, to explore Answer Engine Optimization (AEO) and how financial advisors can optimize their online presence for AI-powered search tools like ChatGPT, Gemini, and Perplexity. Diana breaks down the shift from traditional SEO to AEO in our current "zero-click" age, where prospects are getting answers directly from AI tools without necessarily visiting advisor websites. Tune in to learn specific strategies for structuring your content, leveraging client reviews and awards, and creating a multi-platform presence...
2025-08-2234 min
Full Advisor Coaching - The PodcastHow Financial Advisors Can Leverage Online Reviews (Ep. 35)What if online client reviews could be your firm’s best marketing asset?In this episode of Full Advisor Coaching, Kristin sits down with Brian Thorp and Diana Cabrices from Wealthtender to talk about how advisors can finally use online reviews to build trust, attract new clients, and grow their business.Listen in to hear what’s working now, how to ask clients for feedback (without feeling awkward), and smart ways to put testimonials to work across your marketing.You’ll walk away with practi...
2025-06-2543 min
The Outsourcing Blueprint: Building Global Teams for Scalable SuccessFrom Unknown to Influencer: How to Leverage Public Relations to Grow Your Business with Allie Zendrian of AtoZ CommunicationsSend us a textSummaryIn this episode of The Outsourcing Blueprint, Scott interviews Allie Zendrian, founder of AtoZ Communications, to explore the transformative power of public relations. Allie shares her expertise in press releases, media pitching, and thought leadership, highlighting the importance of storytelling and leveraging testimonials. She provides actionable tips on standing out in a crowded media landscape and using challenges as opportunities.Allie Zendrian joined The Outsourcing Blueprint to share her insights on building impactful PR strategies and enhancing brand credibility.She emphasized the role of...
2025-01-1426 min
The Money ScriptNavigating Storms and Strategies with Diana from Cabrices ConsultingIn this engaging episode of The Money Script Podcast, host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matters in marketing, and her first memory of money that shaped her resilience. Packed with insights on AI, financial tools, and brand evangelism, this episode is a must-listen for advisors and entrepreneurs alike.www.dianacabrices.comLinkedIn
2024-11-2238 min
Common Cents on the PrairieFinding a Balance Between Health and Wealth ft. Diana CabricesAfter growing up in a paycheck-to-paycheck household, Diana Cabrices worked so hard to reach a higher financial status that she began to pay the price with her health. Hear about her journey from growing up with a scarcity mindset to now finding a better balance between her health and her wealth.
2024-09-3037 min
Common Cents on the PrairieFinding a Balance Between Health and Wealth ft. Diana CabricesAfter growing up in a paycheck-to-paycheck household, Diana Cabrices worked so hard to reach a higher financial status that she began to pay the price with her health. Hear about her journey from growing up with a scarcity mindset to now finding a better balance between her health and her wealth.You can find more episodes of Common Cents on the Prairie™ on Apple Podcasts, Spotify, YouTube, Amazon Music, and on our website.Watch every episode on YouTube, and subscribe to First National Bank's channel!Follow First National Bank on FacebookFollow First Nation...
2024-09-1237 min
The FintapeDiana Cabrices on Authentic Marketing in the Age of AIJoin us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world.Connect with us below!Diana Cabrices on LinkedInBrodrick Lothringer on LinkedIn
2024-08-2921 min
Pathways with Amber StittFocus On Marketing: From Employee to Entreprenuer by Leveraging Online Presence with Diana Cabrices⭐ In this inspiring episode of Pathways with Amber Stitt, we welcome special guest Diana Cabrices to discuss her entrepreneurial journey, the power of community, and the importance of personal branding.👩❤️👩 Diana shares her upbringing and the influence of her mother, who instilled confidence and a strong work ethic, shaping her path to success in the financial services industry. She highlights the support and mentorship she received throughout her career, emphasizing the significance of networking and building relationships.🧏♀️ Amber and Diana delve into the challenges women face in business, such as downplaying their abilities, and the importance of embracing p...
2024-07-3031 min
Fintech ImpactBrand Evangelism with Diana Cabrices | E334In this episode of Fintech Impact, Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, Diana discusses her role in amplifying brands through creative marketing, storytelling, and brand evangelism. The episode provides insightful guidance on how Fintech companies can enhance their brand presence and connect with their audience more effectively.Episode Highlights:00:11: Jason introduces the podcast and guest Diana Cabrices, highlighting her unique role in the FinTech industry as a consultant focused on brand amplification and storytelling.00:37: Diana explains her work...
2024-07-2326 min
The Investipal PodcastHow Financial Advisors Can Scale Trust & Build Better Connections with Diana CabricesDiana Cabrices is the founder of Diana Cabrices Consulting and the wealth industry's first Chief Evangelist, helping firms establish a strong brand presence to attract and retain clients.
In this episode, we dive into Diana's journey into brand evangelism, the importance of building relatability as a financial advisory, how to both scale trust and drive better client engagement in a digital world, and how to do all of it compliantly.
Please enjoy our conversation with Diana Cabrices.
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Links:
The Investipal Podcast is produced by www.investipal.co. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopki...
2024-07-1622 min
FutureProof Advisor PodcastBridging Fintech and Marketing to Guide a Powerful Client Engagement with Diana CabricesIn this episode of Bridging the Gap, Matt Reiner welcomes brand evangelist Diana Cabrices to explore the intersection of fintech and branding in the financial industry. Diana recounts her journey from teaching English in Europe to becoming a fintech marketing expert, emphasizing the importance of emotionally accessible marketing. She explains that a brand extends beyond logos and websites, encompassing every client interaction, whether online or in-person, to foster deeper connections.Diana addresses the challenges fintech companies face in engaging advisors, highlighting the competitive and budget-constrained landscape of the wealth tech industry. She advises fintech firms to establish...
2024-07-1047 min
FAST Podcast - Financial Advisor Strategy TalksThe Role of a Brand Evangelist in the Financial Industry with Diana Cabrices (Ep. 39) Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist. Learn how Diana uses education and problem-solving to not only boost advisor awareness, but also drive leads and foster engagement. This episode is for you if: You’re a financial advisor looking to stand out from the crowd You want to attract new clients and build stronger relationships You’re curious about the power of content marketing in the financial industry And so much more!
2024-05-2230 min
PRess Play: The StreetCred PodcastHumanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more. Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need … Read More Read More
2024-02-2344 min
PRess Play: The StreetCred PodcastHumanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more.
Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fostering genuine connections with customers. Moreover, Diana advocates for a collaborative partnership between brand evangelists and PR teams when i...
2024-02-2344 min
Top Advisor Marketing PodcastProven Marketing Strategies for Today’s Growth-Minded Advisors With Diana Cabrices (Ep. 451)Feeling frustrated that your marketing isn’t working?
Just 30 minutes of listening to this episode can change your business!
2024-01-2326 min
Only Fee-Only#77 - Trailblazing as a Chief Evangelist - Diana CabricesExplore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching in Europe to impacting the fintech sector. The episode delves into the evolving role of financial advisors, the importance of education over technology, and the challenges in marketing and tech integration. We discuss the rise of video content and upcoming marketing trends for 2024. The conversation also covers the resurgence of in-person networking post-COVID, testimonial marketing, and high-impact conferences like Future Proof.
2024-01-1736 min
Insights for IndependenceBranding YOU - Ft. Diana CabricesOn this episode of Insights For Independence, valued guest Diana Cabrices shares her story in the most genuine fashion on branding YOU.
2023-12-1732 min
Breakthrough AdvisorHarnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As...
The post Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54) first appeared on Simplicity InsurMark.
2023-12-0629 minBreakthrough AdvisorHarnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54)With a rise in FinTech solutions, wealth management has become a rapidly evolving landscape. This demands advisors to stay ahead of the curve — especially with marketing and advice engagement. In this episode, Diana Cabrices, Chief Evangelist to B2B WealthTech Brands, joins Jack Martin. As...
The post Harnessing Fintech Innovation For 2024 Marketing Success with Diana Cabrices (Ep. 54) first appeared on Simplicity InsurMark.
2023-12-0629 min
NextGen PlannersCreating Ambassadors for Your Brand with Diana CabricesIn this episode Dan chatted with Fractional Chief Evangelist to B2B Wealthtech Brands, Diana Cabrices. Here they talked about the role of brand ambassadors, how to identify them and how to cultivate meaningful relationships. Join our community: www.nextgenplanners.co.uk
2023-08-2549 min
Next MileElevating WealthTech Marketing Strategies with Diana CabricesEpisode 007: In financial services, relationships are everything. The best advisors build deep connections with their clients, understanding their needs and goals. Discover how financial services professionals are shaping a brighter, more client-centric future, from the power of co-creation to innovative marketing techniques. In this episode of Connected, Kyle is joined by Diana Cabrices, Founder and Fractional Chief Evangelist of Diana Cabrices Consulting. Diana shares her insights on building connections, executing successful succession plans, and creating standout brands in the financial advisory industry. She emphasizes the importance of vulnerability, storytelling, and personalized experiences in connecting with others. ...
2023-08-0846 min
On the Circuit27. Diana Cabrices on the Art of Unique Positioning and Fractional EvangelismAs a seasoned professional in advisor WealthTech, Diana Cabrices is adept at creating powerful narratives for innovative solutions providers. In her role today as Fractional Chief Evangelist and Founder at Diana Cabrices Consulting, she lends her voice to help businesses share their unique stories in the most compelling way – but what does that look like on a day-to-day basis?Today, Cabrices joins On the Circuit to share all about her journey combining vast industry knowledge with SEO to capt...
2023-07-2617 min
In the SuiteEP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing ConferenceSend us a textToday, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023.This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel. Part 1: Live In...
2023-06-221h 04
OnPoint with Oak Street FundingS4. EP. 2 - Growth Strategies for Financial Advisory Firms with Diana Cabrices ConsultingToday I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.
2023-05-2324 min
The White ReportT3 2023 Interviews: It's About More Than Math - with Diana CabricesIn this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights. In this episode of The White Report, Danielle White speaks with Diana Cabrices, the founder of Diana Cabrices Consulting who discusses her role as an ambassador for wealth tech companies: representing them, speaking at events, hosting webinars, and maximizing client relationships. Remembering that...
2023-05-0308 min
Voice from the HillsFractional Evangelism: A Conversation with Diana Cabrices"When you're in your own ecosystem, you can't look at your product or your story from an outside perspective and pick out those really unique and interesting things and spit them back out in a very compelling way... That's why we all need that fractional evangelist, because it's very difficult to evangelize for yourself."-Diana Cabrices shares the power of marketing evangelists for fintech startups. She discusses her "aha moment" realizing a need for her services and becoming an evangelist for fintech companies. She explains what she looks for in a company to...
2023-03-2947 min
Optimized Advisor PodcastThe Chief Evangelist for Business Optimization with Diana CabricesScott was joined virtually by Diana Cabrices to discuss the wealthtech industry, content marketing, and what it means to be a Chief Evangelist.Diana Cabrices is the founder of Diana Cabrices Consulting, a growth consulting firm dedicated to energizing dead demand channels for B2B wealthtech brands as their Fractional Chief Evangelist. Often called a “product demo queen”, Diana has a knack for converting audiences into ambassadors, and won her first public speaking award at the age of 7. When she’s not representing intelligent technology or engaging with financial advisors, she’s usually planning her next trip (18+ countrie...
2023-03-1637 min
Chief Evangelist with Ethan Beute013 Diana Cabrices on Becoming a Fractional Chief Evangelist in WealthTechToday’s guest is Diana Cabrices, Founder & Fractional Chief Evangelist at Diana Cabrices Consulting, a firm that focuses on the WealthTech industry. Diana joins Ethan Beute to share the benefits of a fractional approach to evangelism for both the evangelist and the company. Diana describes the essence of evangelism: evoking emotion, exciting people, and motivating action. Watch or listen for her insights differentiating a fractional Chief Evangelist from a marketing consultant or an influencer.Takeaways:Every Chief Evangelist has different talents which leads to different approaches and even different outcomes. In her eyes, the mos...
2023-02-1652 min
Health and Wealth Podcast with Carter & TimDiana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You SleepEpisode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics...
2023-01-041h 18
Humans of FintechS2 E8: Why Diana Cabrices is Not a Girl Boss
But she is the Vice President of Enterprise Development at Snappy Kraken and believes sales in fintech needs more female voices. Find out how she’s making a difference.Diana Cabrices is in the business of helping financial advisors with automated growth programs and client engagement through the award-winning Snappy Kraken platform.Nicole and Diana dive straight into conversation talking about Diana’s background as a first generation immigrant and the early experiences that shaped her perspectives around female empowerment. You’ll also hear why fintech needs to lose the ‘girl boss’ epithet, how women leaders ca...
2022-06-2243 minIn the Suite51. Building a Successful Career in Enterprise Sales & Marketing and the Experience of Being a Doula with Diana Cabrices, VP of Enterprise Development at Snappy KrakenSend us a textWe are so excited to welcome Diana Cabrices In the Suite! Diana the Vice President of Enterprise Development at Snappy Kraken. Snappy Kraken is an award-winning automated growth program focused on Software as a Service (SaaS) marketing solutions that helps financial advisors automate, personalize, and track marketing campaigns and business processes. While predominantly she works with the compliance team in the broker-dealer channel, Diana has successfully worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. Her passion, enthusiasm, and love for the profession will clearly r...
2021-07-161h 02
Health and Wealth Podcast with Carter & TimDiana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You SleepEpisode 18 - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business...
2021-05-191h 18
Own Your YesEp. 3 : Embracing Feminine Strength & Power w/ Diana Cabrices, VP of Enterprise Development @ Snappy KrakenAbout The Podcast
Own Your Yes is a 12 week mini-series that provides a space for you to connect with other women and learn from their journeys. This podcast features successful career women and entrepreneurs who share their struggles and lessons learned on the path to success.
Each interview highlights female resilience shown despite real internal and external obstacles - from fear of speaking, to job loss, to everything in between.
We are imperfect, ambitious women - and we're committed to owning our YES.
About The Host, Velera Wilson
For a...
2021-02-1927 min