To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers.
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In new era ushered in by the SEC Marketing Rule, Cabrices to guide financial advisors on path to unlock the value of client testimonials and build their authority to get found online and convert more prospects into clients.
Houston, TX — 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.
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.
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.
Diana Cabrices
Chief Evangelist, WealthtenderWith 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.
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.
Brian Thorp
Founder and CEO, WealthtenderWealthtender’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.
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About Wealthtender
Wealthtender is the industry’s first SEC-compliant financial advisor online review platform and leading find-an-advisor website. Founded in 2019 by Brian Thorp after a 22-year career with Invesco where he led the wealth management partnerships representing over $100 Billion in assets under management, Wealthtender’s mission is to help consumers make informed decisions when choosing a financial advisor and help financial advisors grow their business, reputation, and digital authority.
Media Contact:
Brian Thorp
Founder and CEO
Wealthtender
(512) 856-5406
brian@wealthtender.com
wealthtender.com/press
To make Wealthtender free for readers, we earn money from advertisers, including financial professionals and firms that pay to be featured. This creates a conflict of interest when we favor their promotion over others. Read our editorial policy and terms of service to learn more. Wealthtender is not a client of these financial services providers.
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