Episode 18 Replay – Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics from Georgia State University, and is a first-generation Cuban American with a commitment to empowering women in sales. In her free time, she enjoys salsa dancing, reading, spending time in nature, and practicing a healthy lifestyle. Learn more about how Snappy Kraken, along with CSI Financial Group can help to 5X your business here: http://snappykraken.com/csi
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For almost two decades, Carter has helped top advisors in the country provide safe retirement solutions and accelerate their businesses to new heights, allowing them to support a record-setting number of clients.
Working directly with households himself, who want to protect the nest eggs they’ve worked their whole lives to accumulate, this personal experience of having dinner table conversations with people has driven Carter to always be on the lookout for what clients need that the financial industry might not be offering.
In this light, he recognized a deep divide between people who had the plan to protect and enjoy their wealth in retirement and those who were not only at risk of outliving their retirement savings but also at risk of having their legacy mishandled by unprepared heirs.
This led him to seek out the best minds in the industry. Financial planners, software engineers, and strategic marketing creators to partner with for delivering what Carter calls the three E’s… Educate, Enlighten, and Empower!
Carter went on a mission to perfect a solution to solve this critical problem. Finally, Carter had a “Eureka!” moment, and he created the combination of a proven cloud-based Estate Planning software with his proprietary process and solution that he knew the world desperately needed.
Now Carter and his team devote themselves to connecting consumers with the financial professionals and education they need to make informed financial decisions about the future of their estates. This revolutionary solution, known as our eStatePlan™ Portfolio, lets people bypass the expense and intimidation of consulting a high-priced attorney using the OEPT (Outsourced Estate Planning Team) to deliver white-glove and end-to-end support to complete client’s goals and objectives around their estate and legacy planning needs.
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