Affordable Digital Marketing Strategies for Advisors

Brian Thorp is the founder and CEO of Wealthtender, the industry’s first SEC-compliant online review platform for financial advisors and the #1 independent find-an-advisor directory visited by 500,000 consumers in the last year.

Prior to launching Wealthtender in 2019, Brian enjoyed a 22-year career with Invesco where he led the US national account team responsible for wealth management firm partnerships representing over $100 Billion in assets under management.

On a personal note, Brian and his wife call Austin, Texas home.

Diana Cabrices is Chief Evangelist at Wealthtender and the founder of Diana Cabrices Consulting.

Prior to introducing the industry's first-ever outsourced Chief Evangelist offering, Diana held executive roles in advisor marketing and technology, and has 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.

A bold businesswoman and brand-builder, Diana has traveled all over the country teaching financial advisors how to grow their businesses utilizing proven growth tactics.

When she’s not taking the stage to educate her audiences with engaging and thoughtful presentations, she’s usually planning her next trip or spending time around Tampa, Florida where she currently resides.