How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices

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The Investipal Podcast

Investipal

44 episodes

1 day ago

Join Cameron Howe, CEO of Investipal, as he sits down with the most influential minds in wealth and investment management. From portfolio strategy and market trends to business growth, marketing, and innovation, every episode delivers practical insights and actionable advice to help financial professionals thrive. Whether you’re building your business, optimizing portfolios, or staying ahead of industry shifts, this podcast is your go-to resource for navigating the evolving world of wealth management.

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How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices

The Investipal Podcast

22 minutes 51 seconds

1 year ago

How Financial Advisors Can Scale Trust & Build Better Connections with Diana Cabrices

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. ----

Links:

The Investipal Podcast is produced by ⁠⁠www.investipal.co⁠⁠. Past guests include Peter Lazaroff, Douglas Boneparth, Jamie Hopkins, Tyrone Ross and many more.

Follow us on LinkedIn: www.linkedin.com/company/investipal⁠⁠ | ⁠⁠www.linkedin.com/in/cameronhowe/; Twitter: www.twitter.com/camhowe16 | www.twitter.com/investipal; Tiktok: www.tiktok.com/@camhowe16 | www.tiktok.com/@investipal; or Instagram: www.instagram.com/investipal/

Find Diana Cabrices at:

https://www.linkedin.com/in/dianacabrices/

https://www.youtube.com/@dianacabrices

https://x.com/dianacabrices

https://dianacabrices.com/

Diana’s Compliant Online Reviews Template: https://wealthtender.com/grow/online-reviews-playbook/

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Key Takeaways:

The Role of Brand Evangelism: Diana emphasizes the importance of passionate advocacy and creative marketing in amplifying a company's message within the wealth industry.
Differentiation: Financial services is a competitive, saturated market. Standing out requires being dynamic.
Building Relatability: Diana highlights the need for financial advisors to be accessible, authentic, and emotionally connected with their clients to foster stronger relationships.
Enhancing Client Engagement Digitally: Diana shares strategies for maintaining strong client engagement in a digital environment through personal touches and virtual events.
Effective Use of Client Testimonials: Diana discusses the importance of client testimonials in building trust and attracting new clients, along with tips for compliant collection and usage.
Getting Referrals: To get referrals, get creative. For example, leverage a special moment like a birthday to ask for support.

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Timestamps:

00:00 Introduction and the Role of Brand Evangelists 02:07 Differentiation and the Importance of Dynamic People 04:00 Relatability and Authenticity in the Wealth Industry 07:39 Client Engagement in a Digital Strategy 13:48 The Power of Client Testimonials for Referrals