About the Author
Diana Cabrices, @DianaCabrices
Chief Evangelist, Trust & Will
Diana Cabrices is the Chief Evangelist at Trust & Will and founder of Diana Cabrices Consulting. With extensive experience guiding financial advisors in practice management, marketing, technology, and M&A, she helps advisors scale their businesses. A bold businesswoman and dynamic speaker, Diana has shared strategies nationwide and was named the 2024 Hispanic Innovative Executive of the Year by Wealth Solutions Report, a ThinkAdvisor Luminary, and an InvestmentNews Rising Star. Passionate about empowering women, she also works as a birth doula and business mentor. Outside of work, Diana enjoys traveling and cooking healthy dishes.
Articles from this author
Financial Advisors —3 min read
Estate Planning Essentials: What Every Client Should Have in Place Before a Summer Trip
Financial Advisors —3 min read
Why Back-to-School Season Is the Perfect Time to Talk Estate Planning With Millennial Clients
Financial Advisors —4 min read
You Raised Them for 18 Years. Now You Can’t Even Call Their Doctor. (Unless You Do This!)
Financial Advisors —4 min read
2025 Ushers in Convos About Tax Changes & Inheriting Digital Assets: Predictions From Financial Advisors
Financial Advisors —3 min read
Advisors Aim for More Multi-Generational Planning & Self-Care in 2025
Financial Advisors —3 min read
Why Estate Planning is the New Must-Have in Financial Planning—And Clients Know It
Financial Advisors —3 min read
Volatile Markets are Times to Shore Up Estate Plans
Financial Advisors —4 min read
Is The Role Of A Financial Advisor Just An Advisor? Not Exactly, Experts Say.
Financial Advisors —4 min read
Financial Wellness Isn’t Just for the Start of the Year, Advisors Say