Diana Cabrices - Invidious

Diana Cabrices

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.

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15:15

The Meeting Replay: From 8 Accounts to 1 Organized Plan With AI

Diana Cabrices

Shared 2 months ago

258 views

22:50

The Meeting Replay: How AI Turned A Solo Meeting Into Team Intelligence

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Shared 3 months ago

27 views

21:59

10-MMM: Ep52 – Better Messaging Without Doing More

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Shared 3 months ago

22 views

18:35

The Meeting Replay: Using AI to Respond Quickly in a Client Crisis

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Shared 3 months ago

11 views

18:30

The Meeting Replay: How This Financial Advisor Used AI To Generate a Family Tree For a Complex Plan

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Shared 3 months ago

31 views

16:20

The Meeting Replay: The Prospect Who Watched for Years

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Shared 4 months ago

21 views

14:39

The Meeting Replay: What Happened After the Discovery Call?

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Shared 5 months ago

13 views

16:19

The Meeting Replay: Managing Competing Financial Goals With AI

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Shared 5 months ago

10 views

11:20

The Meeting Replay: Tushar's AI Prospecting Workflow

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Shared 6 months ago

7 views

19:45

How Estate Planning Became a Growth Engine with Bob Chitrathorn

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Shared 8 months ago

66 views

16:49

Estate Planning Expert Series: How To Empower Millennials, First-Gen

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Shared 8 months ago

76 views

11:04

Meet Fiona Sollis: What's Next In Estate Planning For Advisors

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Shared 9 months ago

108 views

14:53

Why Holistic Financial Planning Isn’t Complete Without Estate Planning

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Shared 9 months ago

180 views

16:45

Why Full-Family Financial Planning Matters: Estate Planning Expert Series

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Shared 9 months ago

336 views

15:59

Estate Planning Expert Series: Supporting Families With Disabilities

Diana Cabrices

Shared 10 months ago

398 views

15:06

Estate Planning Expert Series: Where Estate, Tax, & Wealth Planning Meet

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Shared 10 months ago

316 views

9:50

Estate Planning Expert Series: How One Advisor Drove 20% Growth

Diana Cabrices

Shared 1 year ago

230 views

11:10

The Power of Partnership In Estate Planning: EP Expert Series

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Shared 1 year ago

166 views

12:05

What's Up With AI (& AdviseAI)?: An Interview with John O'Connell

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Shared 1 year ago

109 views

32:20

A.U.M.™ LIVE - What’s a Brand Evangelist—and Do You Need One?

Diana Cabrices

Shared 1 year ago

72 views

15:44

The Latest on AI (& AdviseAI!): A Michael Kitces Interview

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Shared 1 year ago

138 views

10:29

How To Make Estate Planning A Standard In Your Advisory Business (and Not an Upsell)

Diana Cabrices

Shared 1 year ago

111 views

12:09

Estate Planning Expert Series: The Power of Proactive Planning

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Shared 1 year ago

318 views

9:01

Estate Planning Expert Series: Estate Planning for Every Stage of Life

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Shared 1 year ago

704 views

11:56

Estate Planning Expert Series: How Fee Only Advisors Can Lead With Estate Planning

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Shared 1 year ago

1.5K views

13:32

The 90 Day Hook: How Estate Planning Accelerates Time To Value

Diana Cabrices

Shared 1 year ago

2.7K views

16:44

Estate Planning Expert Series: Building A Next-Gen Ready Advisory Practice

Diana Cabrices

Shared 1 year ago

3.7K views

8:50

Estate Planning Expert Series: Why Advisors Are Embracing Estate Planning (+2025 Survey Results!)

Diana Cabrices

Shared 1 year ago

42 views

7:02

Estate Planning Expert Series: The Estate Planning Technology Boom

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Shared 1 year ago

51 views

9:40

Estate Planning Expert Series: Inside The Modern Attorney's Experience

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Shared 1 year ago

15 views

15:09

How To Integrate Estate Planning Into Financial Planning

Diana Cabrices

Shared 1 year ago

93 views

12:09

Estate Planning as a Subscription? Seat-Based Pricing Is Redefining Advice

Diana Cabrices

Shared 1 year ago

34 views

11:54

AI in Financial Services: A Michael Kitces Interview With Diana Cabrices

Diana Cabrices

Shared 2 years ago

28 views

10:40

goRIA LiveStream (Guest = Diana Cabrices)

Diana Cabrices

Shared 2 years ago

5 views