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
Helping Clients Leave a Legacy Through Charitable Giving
Financial Advisors - 5 min read
5 Estate Planning Conversations Worth Having This Thanksgiving
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 - 3 min read
How to Discuss Estate Planning with Family over the Holidays: 5 Tips for Success
Financial Advisors - 4 min read
Trust & Will Launches Financial Advisor Contributor Program, Elevating Estate Planning Expertise
Financial Advisors - 2 min read
3 Ways Technology Helps Clients Stop Delaying Their Will
Financial Advisors - 3 min read
Estate Planning Essentials: What Every Client Should Have in Place Before a Summer Trip
Financial Advisors - 3 min read
Advisors Aim for More Multi-Generational Planning & Self-Care in 2025
Financial Advisors - 3 min read
Why Back-to-School Season Is the Perfect Time to Talk Estate Planning With Millennial Clients
