EPISODE 2  | 24:04 min
Growth Strategies for Financial Service Firms

Today I am delighted to welcome Diana Cabrices to the show! Diana is founder of Diana Cabrices Consulting and a fractional Chief Evangelist to B2B wealthtech companies, including Wealthbox CRM and Wealthtender's certified financial advisor reviews platform and find-an-advisor website. Over the years, she has helped wealthtech companies grow by amplifying the problem they solve for advisors through energizing presentations and content that educates financial advisors.

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About The Show

OnPoint with Oak Street Funding

OnPoint with Oak Street Funding is a bi-monthly podcast hosted by Bridget Haight. Each episode, Haight examines business trends, opportunities, and mini-trainings with actionable takeaways to empower listeners to grow their businesses. We host Industry Experts and Influencers within the Financial Services Industry. In each episode, you’re bound to learn a new perspective or strategy to support your company. Want to learn more? Call 844-353-8022 to speak to an Oak Street Funding team member today.

Bridget Haight

Host and Moderator