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 — 4 min read
The Key to Effective Financial Planning? Comfort and Connection
Financial Advisors — 4 min read
The Estate Planning Dilemma: What Stresses Financial Advisors the Most & How Trust & Will Eases the Burden
Financial Advisors — 4 min read
Financial Wellness Isn’t Just for the Start of the Year, Advisors Say
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
How to Discuss Estate Planning with Family over the Holidays: 5 Tips for Success
Financial Advisors — 3 min read
Trust & Will Takes Down Barriers to Estate Planning
Financial Advisors — 4 min read
Trust & Will Launches Financial Advisor Contributor Program, Elevating Estate Planning Expertise
Financial Advisors — 4 min read
Is The Role Of A Financial Advisor Just An Advisor? Not Exactly, Experts Say.
