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
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
Helping Clients Leave a Legacy Through Charitable Giving
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
Financial Advisors —3 min read
How to Discuss Estate Planning with Family over the Holidays: 5 Tips for Success
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
The Key to Effective Financial Planning? Comfort and Connection
Financial Advisors —2 min read
A Tale of Two Advisors: How Trust & Will Advisors Are Leading the Charge in Democratizing Estate Planning Access