Diana Cabrices

Diana Cabrices Email and Phone Number

Fractional Chief Evangelist | Keynote Speaker | Growth Educator to Financial Advisors | FinancialAdvisor.TV Host | WealthTech's "Hype Woman" | ThinkAdvisor Luminary | InvestmentNews Rising Star @ Diana Cabrices Consulting
Diana Cabrices's Location
Tampa, Florida, United States, United States
Diana Cabrices's Contact Details

Diana Cabrices work email

Diana Cabrices personal email

n/a
About Diana Cabrices

It took me 15 years of passionate selling and 6 years of pitching technology to financial advisors to figure it out."How much can I pay you to do THAT for my company?" is the recurring question that finally led me to my "aha" moment. Dozens of stages, hundreds of webinars, and a handful of piqued CEOs later, I realized I had a gift. I had something wealthtech companies wanted. A magnetism and voice they really needed.I was — and am — the company evangelist they dreamed of representing their brand. What's an evangelist? She's your charismatic torchbearer that shines light on the problem your company solves, not just the product you sell. She's your number one demo queen, turning heads with her highly-dynamic stage personality, converting your audiences into your ambassadors by leaving ever-lasting impressions. Hi, I'm Diana, founder of Diana Cabrices Consulting, and the industry's first Fractional Chief Evangelist. I've spent my entire career generating millions of dollars in company revenue and enterprise value via brand evangelism. In my most recent engagement, where I was second to the CEO in presenting all over the country, I helped 10x recurring revenue in 3 short years. From the new-tech-in-town to advisor-tech-staple, my strategies helped skyrocket our company’s growth. Evangelizing our brand meant grabbing our company by the horns and making it my number one mission to show up everywhere.More formally, I’ve led the charge on varying company functions over the course of my wealthtech career: SMB, mid-market, and enterprise sales, key relationship management, strategic and channel partnerships, and customer success and engagement. My experience spans the advisor tech gamut, representing technology companies designed to help financial advisors with recruiting, succession planning, M&A, small business benefits, community, marketing, branding, and more. My MO? Putting emotional connection at the forefront of all that I do, ensuring every single customer, partner, and employee feels GOOD when they engage with a brand. Some say that’s tiring, I say “outsource it to me”.Because as a latina, female founder and expert communicator, I’m probably one of the most ambitious and unforgettable business women you’ll ever meet. So if you wish you had more time back in your own day to be the best CEO your company needs, while keeping your board and sales team happy, and reaching your growth goals faster, you've come to the right place. Want to know how I can help YOU? Visit www.dianacabrices.com.

Diana Cabrices's Current Company Details
Diana Cabrices Consulting

Diana Cabrices Consulting

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Fractional Chief Evangelist | Keynote Speaker | Growth Educator to Financial Advisors | FinancialAdvisor.TV Host | WealthTech's "Hype Woman" | ThinkAdvisor Luminary | InvestmentNews Rising Star
Diana Cabrices Work Experience Details
  • Diana Cabrices Consulting
    Founder, Fractional Chief Evangelist To B2B Wealthtech Brands, Keynote Speaker
    Diana Cabrices Consulting Jan 2023 - Present
    Denver, Colorado, Us
    Diana Cabrices Consulting is a brand evangelism firm dedicated to energizing demand channels for select B2B wealthtech & financial services brands. Founded by Diana Cabrices, a B2B marketer and the industry’s first-ever Fractional Chief Evangelist, we help brands stand out and build loyalty with their advisors and partners through engaging presentations and kinetic growth strategies. Our goal is to turn your audiences into your ambassadors, because every great company needs an evangelist.Currently evangelizing:📣 Wealthtender | Find-an-Advisor Directory |wealthtender.com/diana📣 Trust & Will | Simplified Estate Planning Technology For Advisors | www.trustandwill.com/advisors📣 AGC | The #1 Online Community for Financial Advisors | www.advisorgc.com
  • Trust & Will
    Chief Evangelist
    Trust & Will Oct 2024 - Present
    San Diego, California, Us
  • Wealthtender
    Chief Evangelist
    Wealthtender Apr 2023 - Present
  • Financialadvisor.Tv
    Anchor, Advisor Speed Demos
    Financialadvisor.Tv Jun 2023 - Present
    Host of FinancialAdvisor.TV Speed Demos. Tune into bite-sized, impactful advisor technology demos at advisorspeeddemos.comTechnology companies interested in demo production can learn more at: www.resilientdigitalmedia.com/advisorspeeddemos
  • The Agc™
    Community Evangelist
    The Agc™ Jan 2024 - Present
  • White Glove
    Chief Evangelist
    White Glove Aug 2023 - Aug 2024
    Birmingham, Michigan, Us
  • Wealthbox
    Chief Evangelist
    Wealthbox Jan 2023 - Dec 2023
    United States, Us
  • Snappy Kraken
    Vp Of Enterprise Development
    Snappy Kraken Jul 2020 - Oct 2022
    Ormond Beach, Florida, Us
    As VP of Enterprise Development at Snappy Kraken, I wore many hats. In 3 years, I helped 10x company revenue and 12X distribution channels. I worked directly with the CEO and CRO on enterprise sales, and managed our largest enterprise accounts, to include Barron's top-ranked IMOs, broker/dealers, and RIAs. I grew a dynamic department and team and together we owned a complex set of responsibilities, including enterprise sales and relationship management, channel partnerships, compliance product approvals, and more. I tirelessly evangelized the Snappy Kraken brand, traveling all over the country to speak on notable conference stages, and hosting weekly webinars with the intention of driving massive demand for our company. From Seed to Series A, underdog to #1, helping Snappy Kraken grow has been the highlight of my career. Having helped thousands of financial advisors automate their marketing, generate new leads, and build meaningful connections with their clients, I can confidently say that the Snappy Kraken product is the most superior industry marketing solution available to financial advisors today.
  • Snappy Kraken
    Director Of Enterprise Development
    Snappy Kraken Jul 2019 - Jul 2020
    Ormond Beach, Florida, Us
  • Chalice Network™
    Assistant Vice President, Business Development
    Chalice Network™ Mar 2019 - Jul 2019
    Melbourne, Florida, Us
    As AVP of Business Development, I represented both Chalice Financial Network and Succession Link as a speaker and ambassador at industry conferences, company events, and webinars. My priority was evangelizing the brand with the intention of growing a community of forward-thinking advisors. I forming mutually beneficial relationships with advisors and performed various cost-benefit analyses to make them more productive in their businesses. Chalice Financial Network™, is an exclusive member-benefit organization dedicated to empowering today's small to mid-sized advisor. Through our digital marketplace—Chalice Advisor Exchange™—we provide access to best-in-class wealth management products and services in pursuit of the economies of scale and operational efficiencies advisors want and need to succeed. Our community also provides unique peer-to-peer networking and collaboration opportunities creating a forum for sharing ideas and best practices to help strengthen members collectively.Chalice Financial Network™ acquired Succession Link in Q4 of 2018.
  • Succession Link
    Senior Account Manager
    Succession Link Jun 2017 - Jul 2019
    San Diego, Ca, Us
    *Succession Link was acquired by Chalice Financial Network™ in Q4 of 2018. As lead account manager at Succession Link, I helped financial advisors, insurance agents, and CPAs find the best candidates for succession, recruiting, and M&A opportunities utilizing our marketplace platform. This included coaching on strategic ways to engage with buyers, offering practical succession advices, writing up profiles to increase chances of finding the right candidates, giving website tutorials, providing simple valuations via our deal terms calculator, scanning for suitable matches, and more. I grew and led a team of account managers as our membership count grew exponentially and I thoroughly enjoy the opportunity to lead. About Succession Link: Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.
  • Succession Link
    Account Manager
    Succession Link Jun 2017 - Dec 2017
    San Diego, Ca, Us
  • Succession Link
    Business Development Consultant
    Succession Link Feb 2017 - Jun 2017
    San Diego, Ca, Us
  • Vipkid
    English Professor
    Vipkid Jan 2017 - Jan 2019
    San Francisco, California, Us
    As an english professor for VIPKID, I taught english as a second language via a virtual classroom platform to Chinese kids ages 3-12. My profile currently has over 400+ positive comments from the childrens' parents. My booking rate was consistently 99-100% each week. This career experience allowed me to maintain a lifestyle of travel and career, and helped me level up my English speaking and writing abilities. I also learned a great amount about the Chinese culture and social norms by interacting directly with Chinese families on the app. Classes taught: 1352Students: 445Last 100 Parent Feedback Average: 5.0/5.0 Satisfied Parents via feedback portal on VIPKID.com:"Half of the App on iPad was abnormal. Miss Diana tried her best to help solve the problem. After a period of delay, she tried to finish the evaluation in a timely manner. Rong yesterday's pronunciation is particularly abnormal, many familiar words are misread, the teacher is patiently corrected one by one. She tries to explain and guide things that the child don't understand in different ways. Thank you, Diana!""Thank you again! JIm is always enjoying 25 minutes with you! Even in just 25 minutes he has benefited a lot! I will urge him to review more at home, he has always kept a high enthusiasm for learning English! These are thanks to the teachers' positive, patient and friendly teaching and encouragement, thank you very much!""The teacher's thinking in class is clear and agile, the classroom interaction is active, the language is kind and natural, the speed of speech is suitable for the young children, she pays attention to correct pronunciation and pronunciation errors. Great teacher!""Children's favorite teacher, the classroom is active and interesting, patient guidance, timely error correction, positive encouragement, will continue to learn from the teacher in the future! Thank you!"
  • The English Man
    English Professor
    The English Man Nov 2015 - Dec 2016
    Barcelona, Cataluña, Es
    As an english professor for The English Man, I taught English to non-native speakers of all languages and levels. I prepared my own lessons as well as taught from a series of language learning books. I prepared students for the CAE: Cambridge Advanced English test.
  • Nuts 'N Berries Healthy Market
    Sales Consultant
    Nuts 'N Berries Healthy Market Nov 2014 - Nov 2015
    Brookhaven, Ga, Us
    As a sales consultant for Nuts N' Berries, I engaged with customers through giving practical health advices, and sold a variety of natural supplements, sustainable grocery, and environmental friendly self-care products. I worked with a team of individuals who are passionate about functional medicine and food integrity. I was regularly trained on the most top-quality health products and nutritional information, and I used this knowledge to increase sales. In addition to sales, I created marketing materials for social media and in-store value proposition. I prospected new clients via social media and performed live product demonstrations during high-traffic times. • Consistently sold out of product inventory during each LIVE product demo.• Formed B2B partnerships via industry expos & community events.• Attended bi-weekly product training to increase knowledge & inventory diversity.• Prospected new customers and generated sales via in-store consulting and social media engagement.
  • Venterra Realty
    Leasing Consultant
    Venterra Realty Oct 2012 - Nov 2014
    Houston, Tx, Us
    As a leasing consultant with Venterra Realty, I leased apartment homes for a Class A, 224 unit mid-rise property in the heart of Atlanta, Georgia. I consulted prospects throughout their leasing and move-in experience. During my part-time employment, I generated over $1M in revenue and never experienced a quarter where I didn't exceed my sales quota. I engaged in business-to-business and community marketing, building B2B relationships with the goal of prospecting new residents, and planned bi-monthly resident events.• Consistently exceeded quarterly sales goal.• Scored 100% on secret shopper performance 8 out of 8 times.• High prospect to resident conversion rate with $1M+ revenue generated.• Implemented move-in incentives via B2B marketing-community discountcards and move-in gifts from local businesses.

Diana Cabrices Skills

Marketing Wellness Sales Nutrition Customer Service Real Estate Economics Property Management Lease Administration Entrepreneurship Start Ups Business Real Estate Economics Microsoft Office Leadership Budgets Event Planning Team Building Management English As A Second Language Client Assessment Business Consulting Communication Business To Business Blogging Social Media Marketing Analytical Skills Strategic Planning Client Development Emotional Intelligence Time Management Critical Thinking Client Relations Solutions Health Consulting Ethics Client Relationships Strengthening Persuasion Independent Thinking Project Team Management Team Problem Solving Apartments Leases Rentals Fair Housing Real Estate License Tenant Landlords Affordable Housing Health Plant Based Diet Organic Juicing Leasing Market Structure Social Media Healthcare Business English Teaching English As A Foreign Language Teaching English As A Second Language English Teaching Facebook Ads Google Adwords Public Speaking Solo Travel Software As A Service Account Management Succession Planning Mergers And Acquisitions Online Marketing B2b Marketing Enterprise Marketing

Diana Cabrices Education Details

  • Georgia State University
    Georgia State University
    Bachelors Of Business Administration In Business Economics
  • Houston County High School
    Houston County High School
    College Preparatory

Frequently Asked Questions about Diana Cabrices

What company does Diana Cabrices work for?

Diana Cabrices works for Diana Cabrices Consulting

What is Diana Cabrices's role at the current company?

Diana Cabrices's current role is Fractional Chief Evangelist | Keynote Speaker | Growth Educator to Financial Advisors | FinancialAdvisor.TV Host | WealthTech's "Hype Woman" | ThinkAdvisor Luminary | InvestmentNews Rising Star.

What is Diana Cabrices's email address?

Diana Cabrices's email address is di****@****ken.com

What schools did Diana Cabrices attend?

Diana Cabrices attended Georgia State University, Houston County High School.

What are some of Diana Cabrices's interests?

Diana Cabrices has interest in Civil Rights And Social Action, Environment, Human Rights, Animal Welfare, Health.

What skills is Diana Cabrices known for?

Diana Cabrices has skills like Marketing, Wellness, Sales, Nutrition, Customer Service, Real Estate Economics, Property Management, Lease Administration, Entrepreneurship, Start Ups, Business, Real Estate.

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