In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and insights.
In this episode of The White Report, Danielle White speaks with Diana Cabrices, the founder of Diana Cabrices Consulting who discusses her role as an ambassador for wealth tech companies: representing them, speaking at events, hosting webinars, and maximizing client relationships.
Remembering that there is a real person on the other side of the conference table is central to the success of a new or growing business. In this interview, Cabrices stresses the importance of embracing the human side of financial advice. There is a real need for thorough research and an understanding of each client’s pain points when starting or growing a business, rather than just focusing on the product. Cabrices concludes by expressing her excitement to exploring the latest tech trends at the T3 Conference.
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