Diana 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.
.png)
.png)
.png)
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Stay connected for the latest updates, features, and curated content.
.png)