Feeling frustrated that your marketing isn’t working?

Matt Halloran is joined by Diana Cabrices — marketing expert, brand evangelist, and founder of Diana Cabrices Consulting — to share insights on effective marketing strategies for today’s financial advisors. She encourages advisors to stop wasting time with outdated tactics that don’t attract the right audience. Instead, learn the active and passive strategies that build trust, boost your brand, and fill your calendar with qualified leads. 

Just 30 minutes of listening to this episode can change your business! 

Diana and Matt discuss:

• Marketing frustrations and how to fix them
  
• Active vs. passive marketing, and why you need both
  
• The lowdown on seminars in the post-COVID world
  
• Why testimonials are so compelling, and how to keep them compliant
  
• How to properly outsource your marketing
  
• What is a brand evangelist, and where to find them 
  
• And more
  

Resources: 

• PodRocket Influence Academy (Enroll for FREE)
  
• Conference: Edge Conference
  
• Website: financialadviser.com
  
• Website: WealthTender 
  
• Website: White Glove
  
• Association: National Society of Compliance Professionals
  

Connect with Diana Cabrices:

• LinkedIn: Diana Cabrices
  
• Twitter/X: Diana Cabrices
  
• Website: Diana Cabrices Consulting 
  

Connect with ProudMouth:

• Thinking about starting a podcast? Book a call with our Influence Engineers to learn more!
  
• ProudMouth
  
• LinkedIn: Matt Halloran
  
• Twitter: Matt Halloran
  
• LinkedIn: ProudMouth
  
• Facebook: ProudMouth
  
• Twitter: ProudMouth
  
• YouTube: ProudMouth
  

About Diana Cabrices:

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for B2B wealthtech brands. Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, where she currently works alongside select wealthtech companies including Wealthbox, Wealthtender, and White Glove, Diana spent 3.5 years at Snappy Kraken, a popular growth marketing program for advisors. Over the years, Diana has supported thousands of financial advisors in implementing growth strategies using technology, leveraging tools across CRM, marketing, branding, succession planning, M&A, and more. When she’s not evangelizing advisor tech, she’s usually planning her next trip (18+ countries and counting), elevating women as a birth doula, and spending time in the beautiful mountains of Colorado, where she currently lives.