Tag: Wealth Tech
Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

By |

In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more.

Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fostering genuine connections with customers. Moreover, Diana advocates for a collaborative partnership between brand evangelists and PR teams when it comes to amplifying company messaging. 

Join us as we uncover the secrets to unlocking the full potential of your brand through the dynamic synergy of evangelism and PR.

Diana discusses: 

  • Her personal backstory and her inspiring journey into wealthtech marketing
  • Connections between M&A and evangelism marketing
  • What it means to be a brand evangelist
  • Why the role of a chief evangelist is so important, and how she is championing the movement surrounding evangelism 
  • The unique power of combining brand evangelism and public relations
  • And more

Connect with StreetCred PR:

Connect with Diana Cabrices:

About our Guest: 

Diana Cabrices is the founder of Diana Cabrices Consulting, a brand evangelism firm dedicated to energizing demand channels for wealthtech and financial services brands. 

Prior to introducing the industry’s first-ever outsourced Chief Evangelist offering, Diana held executive roles in advisor marketing and technology, including vice president of enterprise development at Snappy Kraken. She has also supported thousands of financial advisors in implementing growth strategies across some of the most fundamental areas of their businesses — marketing, branding, technology, succession planning, recruiting, and M&A. 

In 2023 at the Excell Represent conference, Diana was named Women in Wealth Management’s “Up and Comer” for her outstanding achievements and innovation in financial services. 

Diana is a member of Women in Insurance and Financial Services, an association empowering women in the finance and insurance professions to succeed. She also leads the charge at Advisors Growing as a Community™, a community and peer networking organization, and sits on the advisory board for several technology and service companies driving growth and digital evolution in the industry. 

A bold businesswoman and brand-builder, Diana has traveled all over the country teaching financial advisors how to grow their businesses at scale. When she’s not evangelizing advisor tech, she’s usually planning her next trip, elevating women as a birth doula and business mentor, and spending time in the beautiful mountains of Colorado where she currently resides.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

By |

What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all!

Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management. 

Picture a wealthtech journey filled with creativity and innovation. Shannon’s story sparks the desire to explore this space from a fresh perspective. 

This episode takes you through Shannon’s:

  • career journey and role in marketing and wealth management
  • experience in event planning and public relations in the financial industry
  • unique approach to various responsibilities in her hybrid role
  • insights on successful event planning and the importance of networking and content
  • belief in the importance of a strong partnership with PR agencies and aligning with the company culture
  • view on having a clear strategy and plan in public relations
  • passions outside of work, including barrel racing and caring for her horses
  • and much more!

Connect with StreetCred PR:

Connect with Shannon Rosic:

About our Guest: 

Shannon Rosic is an exceptionally talented and motivated marketing specialist with over nine years of proven experience in crafting impactful B2B digital content campaigns. She is a versatile professional who brings extensive skills in video production, podcasting, project management, social media, and event planning to the table.

Her multifaceted expertise and commitment to excellence make Shannon a dynamic contributor to any team or project, demonstrating a proven track record of delivering results in the ever-evolving landscape of marketing and communications.

Beyond the professional arena, Shannon’s passion extends to barrel racing at local rodeos, finding solace in the great outdoors while hiking with her two dogs, and embracing the thrill of skiing.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Breaking Barriers and Building Bridges with Liz Fritz (Ep. 4)

Breaking Barriers and Building Bridges with Liz Fritz (Ep. 4)

By |

How can we create a culture of work-life balance and support for women in the public relations and wealthtech landscape?

In this episode, Elena and Jimmy Moock speak with Liz Fritz, Co-founder and Chief Commercial Officer of wealthtech management consulting firm F2 Strategy, about her journey into wealthtech from corporate public relations. Liz discusses her experience in corporate PR and communications, the joys and challenges of working in a regulated industry, and her transition to entrepreneurship. She also shares her passion for uplifting women and parents in the financial services industry and creating a work environment where everyone feels supported.

Liz discusses: 

  • Her professional journey of jumping ship from corporate banking to life as an entrepreneur at F2 Strategy with her husband and co-founder, Doug Fritz 
  • What it’s like to represent behemoth brands like Wells Fargo as well as her best learning moments from her time there
  • How public relations and marketing efforts can take brands of various sectors to the next level, along with the key ingredients to a strong marketing and PR program
  • Her “Dear Wealth Tech” post, and how it led to F2 Strategy’s social campaign #womeninwealthtech
  • How F2 Strategy’s recent acquisition of Oakbrook Solutions and addition of a private equity partner are bringing the firm into an even brighter future
  • And more

Resources:

Connect with StreetCred PR:

Connect with Liz Fritz:

About our Guest: 

Liz is co-founder and chief commercial officer for F2 Strategy, where she leads all brand strategy, digital marketing, social media, content and PR. She brings almost 20 years of experience working with some of the most well-known global brands in the HNW and UHNW space, such as Wells Fargo Private Bank, Abbott Downing, U.S. Bank and BNP Paribas. 

Liz is a frequent contributor to wealthmanagement.com, participant in webinars regarding  WealthTech digital marketing and alumna of Chief, the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and effect change from the top down. She is particularly passionate about creating a company culture of well-being and supporting other women in the WealthTech and Fintech industries. Liz is based in Santa Cruz, CA.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories