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Diana Cabrices Joins Wealthtender as Chief Evangelist to Help Financial Advisors Grow with Industry-Leading Digital Marketing & Online Reviews Platform
  • USA - English


News provided by

Wealthtender

Apr 25, 2023, 08:30 ET

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Wealthtender is an essential digital marketing platform for financial advisors to get found online and convert more prospects into clients.
Wealthtender is an essential digital marketing platform for financial advisors to get found online and convert more prospects into clients.

Houston (PRWEB) April 25, 2023 -- Wealthtender, the leading find-an-advisor website and SEC-compliant online review platform, is proud to announce its partnership with Diana Cabrices, founder of Diana Cabrices Consulting, who joins the firm as Chief Evangelist.

With a proven track record of success in the wealthtech space and a reputation as a leading voice on the value of digital marketing for financial advisors, Cabrices’ experience and passion align perfectly with Wealthtender's mission to help financial advisors attract their ideal clients online and accelerate business growth.

"Financial advisors have a once-in-a-generation opportunity to join professionals in other industries harnessing the power of client testimonials to grow their business."

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Cabrices expressed her excitement about the timely opportunity for financial advisors to accelerate the trust-building process with prospects now that the SEC Marketing Rule is in effect.

“Financial advisors have a once-in-a-generation opportunity to join professionals in other industries harnessing the power of client testimonials to grow their business,” Cabrices said. “Advisors who sign up with Wealthtender gain the tools needed to succeed with testimonial marketing, build authority, and strengthen their online reputation. As a result, advisors in the Wealthtender community are positioned to lead the industry in attracting new clients throughout the historic transfer of wealth from Baby Boomers to Millennials over the next decade. I am very excited to support them on this journey.”

With subscription plans starting around $1 a day, advisors on any budget can implement an effective digital marketing strategy with Wealthtender, in addition to gaining visibility with thousands of consumers who visit wealthtender.com each month seeking financial guidance.

"I’m thrilled to welcome Diana to Wealthtender at this pivotal time in the industry for advisors," said Brian Thorp, Wealthtender founder and CEO. "As Chief Evangelist, Diana will play a prominent role in offering education and sharing knowledge with advisors on how they can succeed with digital marketing, including the value of joining Wealthtender to get found online, turn their online reviews into an evergreen source of digital referrals, and convert more prospects into clients.”

Wealthtender's commitment to helping financial advisors grow their business, reputation, and digital authority was recognized at this year’s T3 Technology Tools for Today Conference held in Tampa, Florida. Wealthtender earned the #1 user rating in the Digital Marketing - Lead Gen Category of the T3 Inside Information Advisor Software Survey, with an impressive score of 8.21.

To learn more about the essential digital marketing benefits available to financial advisors who join Wealthtender, please visit wealthtender.com/grow or stop by the Wealthtender kiosk at the WealthStack and RIA Edge conference taking place in Hollywood, Florida, May 21-24.

About Wealthtender

Wealthtender is an essential digital marketing platform for financial advisors to get found online and convert more prospects into clients. Wealthtender launched the industry’s first SEC-compliant online reviews platform and operates the #1 find-an-advisor website not sponsored by a wealth management firm, credentialing organization, or industry association.

Brian Thorp, Wealthtender, https://wealthtender.com/, 1 (512) 856-5406, [email protected]

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