Diana Cabrices on the Art of Unique Positioning and Fractional Evangelism

This week, Diana Cabrices of Diana Cabrices Consulting shares about her latest venture as a Fractional Chief Evangelist to B2B wealthtech brands. From her work with WealthBox CRM and Wealthtender to her top SEO tips, this episode is a can’t-miss!

Diana Cabrices is a passionate speaker who loves telling the stories of the companies she represents. Her journey began with a simple realization: Every company needs a vocalizer – someone to tell their story in an engaging and compelling way.

“Every company needs an evangelist, whether it’s the CEO, the CMO, or someone in sales. It needs to be an active, intentional function of the business,” she explains.

It was this “aha” moment that led her to offer her services to multiple companies as a Fractional Chief Evangelist, helping them to humanize their brand and increase their visibility. 

But her approach is not just about communicating; it’s about knowing your audience and understanding their needs. 

“Make sure you’ve got some strong positioning, not just what you do, but really how you’re different. Lead your pitches and demos with what sets you apart.”

Click here to hear more about Cabrices’ journey as the industry’ first Fractional Chief Evangelist – and be sure to check out our other On the Circuit episodes. 

Key Takeaways

1. A Chief Evangelist acts as an ambassador for companies, finding and creating opportunities to tell brands’ stories. 
2. A Fractional Chief Evangelist often makes more sense for companies that don’t have the need for a full-time, in-house hire. 
3. SEO is more than just optimizing your content for search engines; it’s also about creating a strong user experience. 

Key Timestamps and Topics

• 00:00:42 – A Chief Evangelist is a vocalizer and ambassador who tells a company’s story. For some companies, a Fractional Chief Evangelist can make more sense than a full-time, in-house hire.
• 00:03:22 – Diana Cabrices describes her work as a Fractional Chief Evangelist with Wealthbox CRM, focusing on humanizing the brand and bringing their content to life through customer testimonials and webinars. She also discusses her role with Wealthtender, where she focuses on creating awareness through social media and educational webinars.
• 00:10:56 – SEO is crucial in creating a strong marketing presence.
• 00:14:37 – DianaThe guest discusses the importance of strong positioning and differentiation in the wealth tech industry. 
• 00:16:38 – Cabrices highlights the significance of having energetic sales and marketing personnel on the front lines. 
• 00:17:15 – OurThe conversation concludes with a reminder to be creative, unique and assertive in owning and promoting what sets youra company apart. 

Relevant Links

• Download our free ebook, The Advisor’s Guide to Starting a Podcast
• Connect with a member of our podcasting team
• Learn more about starting your own podcast

About Three Crowns

Three Crowns is a full-service marketing partner, providing the financial industry with high quality custom blogs, website design, branding, podcast production and more. We help financial advisors and fintech companies find their message and amplify their voice. From strategy to click-worthy content, to SEO optimization and social media promotion, our team is ready to help you feel confident in your communication. Click here to connect with a member of the Three Crowns team today.