The Chief Evangelist for Business Optimization with Diana Cabrices

Optimized Advisor Podcast

English - March 16, 2023 22:00 - 37 minutes - 34.8 MB - ★★★★★ - 17 ratings
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Previous Episode: The 2022 Recap and Look Into 2023 Financial and Investment Forecast with Bart Zandbergen, Zandbergen Group

Next Episode: Impactful Insurance Solutions For Employers and Seniors with Sean Turner, Buffer Insurance

Scott was joined virtually by Diana Cabrices to discuss the wealthtech industry, content marketing, and what it means to be a Chief Evangelist.

Diana Cabrices is the founder of Diana Cabrices Consulting, a growth consulting firm dedicated to energizing dead demand channels for B2B wealthtech brands as their Fractional Chief Evangelist. Often called a “product demo queen”, Diana has a knack for converting audiences into ambassadors, and won her first public speaking award at the age of 7. When she’s not representing intelligent technology or engaging with financial advisors, she’s usually planning her next trip (18+ countries and counting), convincing her friends and family to live more holistically, elevating women in the birth room as a doula, and spending time with her 15-year old Chiweenie, Guss.

In this episode you will learn the following:

Diana’s background and how she started her own firm, Diana Cabrices ConsultingHow Advisors can optimize their business through a variety of waysContent Marketing and Artificial Intelligence Automation using Canva and Chat GPT

Connect with Scott on LinkedIn
Connect with Diana on LinkedIn

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]