#77 - Trailblazing as a Chief Evangelist - Diana Cabrices
Explore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her Women in Wealth Management Up and Comer win, Diana shares her transition from teaching in Europe to impacting the fintech sector.
The episode delves into the evolving role of financial advisors, the importance of education over technology, and the challenges in marketing and tech integration. We discuss the rise of video content and upcoming marketing trends for 2024. The conversation also covers the resurgence of in-person networking…
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