Navigating Storms and Strategies with Diana from Cabrices Consulting

In this engaging episode of The Money Script Podcast, host Yohance Harrison sits down with Diana Cabrices, founder of Diana Cabrices Consulting and a fractional Chief Evangelist. Diana shares her journey from surviving hurricanes in Tampa to revolutionizing WealthTech marketing through her innovative role. Learn how Diana uses AI tools to energize advisor outreach, why human connection still matters in marketing, and her first memory of money that shaped her resilience. Packed with insights on AI, financial tools, and brand evangelism, this episode is a must-listen for advisors and entrepreneurs alike.


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Transcript

Diana Cabrices 0:00

So recently I started using this tool. It's called Opus AI or like clip. Opus, Opus, Clip, sorry. And I plug in a webinar and within two minutes it takes the entire thing and breaks it down into all these smaller video clips and then it ranks them. This is really good on the hook or the value or the salient points that you've made. Like this is a. This is a 99. This one maybe is a 85 because the hook wasn't there. That is so helpful because then I get to take these different pieces and push them out into the universe on social media via email so that advisors can learn on their own time as they wish based on what kind of clips they're most interested in based on the topics, versus just being on the webinar with me. So it's helping me better evangelize my clients brands because we can push out content so many different ways that are more digestible than just a one hour long webinar.

Seth Harrison 1:06

You are tuned in to the Money Script Podcast. Today we will share strategies to help you grow your financial literacy and improve your Money Script. I'll be back with some important announcements. Until then, enjoy the show.

Yohance Harrison 1:28

Welcome back to the Money Script Podcast. It's your host, Johans Harrison. I am so excited to be with each and every one of you today. And I wanted to say a special thank you to everyone who wrote in to ask about how Alicia's doing. Let's just say she's gonna have to take the test one more time, but that's okay. You get five times to do it. Diana, I didn't cue you in. I should have told you. Alicia took her cfp. It didn't quite go as planned. However, her scores are getting a lot better. So I told her, hey, it's okay. We just go take it again. Live to play another day. Name that movie. Put in the notes if you know it. Put it in there. Live to play another day. That wasn't really the Voice, but let's play another day anyways. I am very excited for my guest today. We have been working on making this podcast happen all of 2024. It was late 2023. We said, hey, let's do it. Okay, we'll do it. Top of the year. And life just has happened. So without any further ado, Diana Cavresis, welcome to the Money Script podcast. How are you?

Diana Cabrices 2:33

Oh, my goodness. Thank you for having me. And thank you for working with me through this entire year to get me here. I'm doing great. It's Friday. I'm Excited for the weekend? How are you?

Yohance Harrison 2:44

I'm amazing. It has been a roller coaster week of things happening in just life with Alicia and just, you know, the world with. We had a whole, I think we had an election this week or something like that, something. So I think that kind of dominated the airways for a while. I'm so excited that the amount of give me your money text have reduced in my phone because usually I'm the one asking for money. So it was really weird to have all of these and somehow my number. So I've had the same number for a long time. I get texts from all the parties, all of them. So apparently I am multi political affiliated or they don't care, they just want my money. Maybe it's that. So, so yeah, it's. I'm glad that the texts have finally calmed down. Finally calmed down. So that, that part I'm excited about. But yeah, no, I'm, I'm good. I'm good. So we have to just clear the air on one quick item because like I said, it took us a while to get here and the most recent reschedule was because you had narrowly avoided a hurricane because your wonderful travel schedule, you just like, ah, not going to be home anyway. But then you got home and oh, you got the celebrations. I love that. I didn't know this was doing, I didn't know this did the celebrations. But then you got home and things were a little different.

Diana Cabrices 4:02

I recently moved to Tampa, Florida, so my fiance and I were living in Denver, Colorado. We went, we moved to Tampa, Florida and then all these hurricanes started coming. So but this last one, you. I'm like, I don't know what I did.

Yohance Harrison 4:19

Meanwhile, Denver's got 20 inches of snow this weekend. I don't know if you saw that.

Diana Cabrices 4:22

So we have. And we're both like, oh. Because we do love skiing. And so this would have been a great skiing weekend. But that's okay. We're here and it's sunny and beautiful. So yes, Hurricane Milton, it affected the area tremendously. And I feel terrible for a lot of people because they lost their homes or their homes flooded or they're still dealing with this. I mean, this is just the beginning for a lot of people. And so for us, we got extremely lucky because while we didn't have power for eight days, we had another place that we could go and stay. And so we were fine. We were safe. Our whole neighborhood, like the entire streets of our neighborhood flooded and the streets stayed underwater for at least five days until it started to recede. And our neighbor told us when we came back because we didn't even have his number because we just moved here. And he said, I was watching your house like a hawk. And with just one more inch of rain, you would have flooded. The water came all the way up to your door. You would have flooded. So we got lucky. I will say the place looks terrible. The. All the grass died. Like, there's still, you know, people, their fences are down and there's still homes with boards all over them because I think some people just left for the season. They're like deuces. We're getting out of here. Yeah, but we got lucky. But it was, it was stressful. It was.

Yohance Harrison 5:44

It is. Is that your first hurricane experience?

Diana Cabrices 5:48

First of its nature, I would say. I lived in Miami in my 20s. Fun, fun time. But I remember then I had to evacuate once. I, like, hopped on a Greyhound because you're in your 20s. And I was like, I'm not buying a flight home. I don't have money for that. Greyhound was the worst experience ever. But it got me to where I needed to go. And it wasn't even that bad in Miami. Like, the streets flooded, you know, some places were affected, but this was, this was monumental. I mean, what's interesting, Johannes, is that when I moved to Tampa, everyone kept telling me, oh, you picked the best side of Florida because we never get hit with hurricanes. Multiple people, multiple.

Yohance Harrison 6:28

Never in a hundred years. That's that whole hundred years flood thing.

Diana Cabrices 6:33

You're gonna be fine. And we were even looking to buy property in St. Pete, which really got hit hard and then. Yeah, it's just been like one after the next. I don't know. I don't know if it's me or not.

Yohance Harrison 6:45

I mean, where you left, it's snowing, and where you are was a hurricane. So I don't know. I'm gonna need you to stay out of Texas. I know you like to pop up in Texas every now and then. I need you just give me a heads up so I can be prepared for the extreme weather that likes to follow you.

Diana Cabrices 7:01

I do love Texas. Maybe we should have just moved there.

Yohance Harrison 7:05

I. I mean, I mean, we'll still have you, but again, I need warning so that I can make sure that I've secured everything in the backyard. The trampoline is like, nailed down. I don't, I don't want to.

Diana Cabrices 7:16

I'll let you know. Yeah, that's like a tornado kind of issue.

Yohance Harrison 7:20

Yeah, that is a tornado kind of. So where we live in our peninsula, where they we're in a. The peninsula of a horseshoe shaped lake. And you can look at the tornado touchdown data online on the US whatever, whatever service. In 60 years, no tornado has touched down in the peninsula. But there's been a couple water spouts that will kind of go across the lake and then kind of dissipate as soon as it hits the peninsula. However, they were just testing the tornado sirens two days ago. So, I mean, that we've. We've had one time where we had to. It was so funny. So Alicia and Amira, my mother in law, are like having a dance party. It was weird. She's cooking and the music's on. And I'm up here on, on the third floor doing meetings. And it's getting really dark and ominous outside. And I'm like, okay. And I'm getting the alerts on my phone. And then finally the alert pops because I had the weather channel up while I was in my session. It's turned the tornado watch and tornado warning, which means tornado has been spotted nearby. And the sirens weren't going off yet. But then within maybe about 15, 20 seconds, I hear them. So I tell the client, gotta go rush downstairs. Downstairs music's going, you know, food's on the stove. They're just having a great time. And I'm like, do y'all have any idea what's going on outside?

Diana Cabrices 7:57

Oh, okay.

Diana Cabrices 8:50

Tornado.

Yohance Harrison 8:51

What? It's. It's a storm or something like. No, we're in a tornado warning. Everyone get to the bathroom. Get to the closet right now. We have one closet in bathroom that doesn't have any exterior walls. So. So that's what we did. And we stayed in there for about 15 minutes. And it's like, you guys were. Come on. I was like, we're in Texas. These things happen. And then of course, my wife said, I thought you said a tornado is never coming to the peninsula. It hasn't, right? In 60 years.

Diana Cabrices 9:19

Yeah, in 60 years. So I don't know what's scarier. I don't know if, like, I don't think I've ever dealt with a tornado. And so I'm like, it seems really scary because they can get really powerful and they just. Oh, yeah, zip through. Whereas the hurricanes, like, we know it's coming. You got like a week to chill out by yourself. Alcohol, you know, hunker down. I don't know what's scarier, but I.

Yohance Harrison 9:43

Take out of all of the natural disasters, if I could choose one. Not that I'm saying it's a good thing but if I could choose one to have to deal with, it is hurricanes, because we get some warning. I lived in California for a while, and all of a sudden the ground starts shaking. This is not for me. I need. No, they're like, oh, you didn't get the warning? I was like, what? The one that came while it was happening? What kind of warning is that? That's not a warning. I feel it already. Tell me there's earthquake. So. So, yeah, tornadoes. I think the scariest thing about tornadoes is the ones that happen in the middle of the night, because you can't really see them coming. At least in the daytime, you can kind of see that something's brewing. You can see the low clouds, the really dark clouds, et cetera. It's like, okay, it's gonna be a little crazy out there, but when you're sleep in the middle of night. Yeah, those are the ones that aren't for me. So look at us, just two humans talking about weather. This is what humans do. Just like, talking about. We went on a whole hurricane, tornado, earth tangent. So let's talk about Diana Cabrisa's consulting before we go there. If this is your first time joining us for the Money Script podcast, and you made it all the way through that share of information, somebody really loves you because they said, hey, you got to check out this podcast. And you're like, well, when are they going to talk about money? And we are going to talk about money today, but not really in the sense of just the money in your wallet. I. Today, Diana is one of my favorite people on the planet. Full of energy, wealth of knowledge, very inspiring. And also in tiny bite sizes. And I mean that because she's like, well, I'm 6 5, so everyone seems short to me, but Diana is extra short. We took a photo together, and I looked at. I was like, that just looks weird. I'm not gonna post that one because it's just healthy. It just looks so awkward. We have to do it from a different angle. That one was. It was too far away because I looked like a giant. I was like, I look like I'm 8ft tall. I'll send it to you. Everything's still in my phone. Yeah, yeah. It looks like I'm standing with a third grader. It just does. It's just. It's weird. Anyways, this is the Money Script podcast, and like I said, I'm just gonna be a fanboy. I want to talk to Diane a little bit more, hear more about her journey, her story. So you are the Founder of Diana Cabres's Consulting. And you are a fractional chief evangelist. So I have to ask, did you made that one up, right?

Diana Cabrices 12:08

I did make up the fractional side of it.

Yohance Harrison 12:11

The fraction. Also Chief evangelist is a thing.

Diana Cabrices 12:13

Oh, absolutely, Yeah.

Yohance Harrison 12:15

I thought this whole time I thought you were the first. I was like, that is so dope that she thought of that. That's awesome. I gave you all the credit for it. But okay, I have to stop telling people that, but go ahead.

Diana Cabrices 12:23

Oh, that's so sweet. So, no, I did not create the chief evangelist term. If you're familiar with Guy Kawasaki, he was the chief evangelist for Apple for many years and it really started to pick up in the 90s in the tech space. And it's kind of had its, you know, periods of all right, everybody wants to do this to you don't really hear about it anymore. But he's held pretty strong. He's now the chief evangelist at Canva. And I even learned of the term because one weekend I had a boss and he was like, hey, just go research what it is you really love to do and build a role around it. And that's what I did. And I was like, what is this role? I love talking, I love going to speak on stages. I like, they put me to do all the demos, I do all the webinars. And I came across this like four part article series where there was a man, his name is Ethan Butte. He's actually been my mentor through my business, especially in the early days. And he was really passionate about teaching the world. What does this role mean in the tech space? What is a chief evangelist? And I just basically decided I'm going to do this, but I'm not going to do it just for one company at a time. I'm a big fan of not putting all your eggs in one company basket. And so I said, I'm going to do this for multiple companies at once. And I learned about the whole fractional movement. You know, you've probably heard of a fractional CMO or a fractional cfo, but I thought, all right, well, I'm going to do this whole fractional chief evangelist thing and see if it takes off. It's different because a lot of people, they've said to me, oh, so that's just like a brand ambassador. And yes, it is like a brand ambassador, but to me, brand ambassadors don't really integrate into the business as deeply as an outsourced chief evangelist does. So I didn't want to just say I'm a Brand ambassador. There's nothing wrong with being a brand ambassador, but I felt this was bigger, I felt this was deeper and it was exclusive to technology. Brand ambassadors are across really any industry out there. And so yeah, I kind of coined the outsource fractional chief evangelist thing.

Yohance Harrison 14:28

So how do the companies that you chief evangelists for, how do they cope with not having 100% of you? How is it that you're able to have this fractional role with multiple organizations? I mean, aren't they like fighting over you?

Diana Cabrices 14:47

There's definitely been interesting periods of time where I'm like, I have had to decide, you know, do I want to partner here, do I want to partner there? And in a perfect world, I do both. But I'm only one person and I don't want to spread myself too thin. Also, you can't dilute your efforts. If I'm doing it for 10 companies at once, then it's like, okay, I really can only do it for about two, maybe three companies at once if I'm feeling good. Actually, you'd be surprised. Most companies are very happy to not have to pay a six figure salary because in my opinion, a full time chief evangelist, they're at that level, they're at that executive level or senior leadership level. You know, if you're going to have a star speaker on the front lines of your company, a dynamic person who's traveling all over the country all the time, who's speaking all the time, who's, you know, doing press opportunities, who's writing content, really creating thought leadership and also amplifying existing thought leadership in the business, then they need to be paid a six figure salary. So actually it's better for these companies. It's better for me too. I almost like hedge my risk a little bit here, if you will, or in that, you know, if something happens, if markets change or budgets change, it's usually the marketing team that gets cuts first. And this role does live within the marketing department. So I haven't found as much of a challenge as I thought. And again, as long as I don't go out and do it for too many people at once, I don't dilute the voice and you know, the efforts are still there. It still feels like I'm very much full time and at the same time they get to, you know, have more budget for other things in the business.

Yohance Harrison 16:29

So like you, I do a lot of public speaking and the circles that I do my public speaking are with advisors. So I'm usually speaking to other advisors about how to Improve their business. I. My key talks around behavioral financial advice, referral, marketing and estate planning. As a matter of fact, Shameless Plug. We just did a show with Encore State Planning and Nitrogen. It's out wherever you get your LinkedIn.

Diana Cabrices 16:55

I saw it today. Good job.

Yohance Harrison 16:57

You did? Oh, wonderful. Oh, thank you. It was good. We had fun on that. Oh man, that was. I had a lot of fun on that one. So I'm curious. First I want to ask, can you share with our audience because a lot of them are advisors that I meet out there and some of you are trying to start your first podcast. This is me talking to you, saying start. Can you share with us some of the companies that you are currently working with?

Diana Cabrices 17:22

Yeah, I'd love to. I always love the opportunity to plug my clients as well. So I work with a company called Wealth Tender. We're a find an advisor director. You have, you have heard of them. And we help advisors get found faster. Great SEO, you know, beautiful profiles where we bring in testimonials. As you know, that's now allowed in the advisor marketing space. And so wealth center was truly the first SEC compliant online financial advisor reviews platform. We give you media opportunities. There's a lot of things going on there. Essential digital marketing. So that's one of my clients. I just recently partnered with Trust and Will, which I'm super excited about. Yeah, and that has been such a fun ride because we're doing so many cool things and I get really excited about all the things that we're doing. They're also in the estate planning space. So like you, I'm very passionate about, you know, kind of helping advisors grow more comfortable with even talking about estate planning or incorporating it into their service model or, you know, making sure all their clients are protected. I think is really important and they have a role there. And then I do some community work with a small private advisor community called the agc.

Yohance Harrison 18:34

I think I've heard of them too.

Diana Cabrices 18:35

You've heard of it too? And you're an amazing member. And I love what I get to do there because it's different. It's not my, like my normal client base is just going to be Wealth Tech, fintech serving advisors. This is a community. So there's not a, you know, it's not like the same kind of workflows or even structure organization. We're really small leadership team. But I have fun because I get to get exposure to all the advisors. What kind of questions are they asking? What kind of help do they need? And so that's been A unique way of almost challenging my business because I have to think differently when I work with the AGC versus when I work with these technology companies. So that's my main platter right now. I'll do side projects here and there. I just did some videos with White Charts and. And had a great time. I have done work with Nitrogen. I did some videos for them as well for their marketing center. I'll do some MC work here and there. I love to go out and speak. I worked with Wealthbox in the past, White Glove. So it's been. I'm going on two years now since I've launched the business. So not, you know, every client stays with me and that's okay because it's fractional. That's kind of part of the whole thing. But like a Wealth Tender, for example, he's pretty much been with me since the very beginning. And such a shout out to Brian. Yeah, Brian.

Yohance Harrison 19:56

No, I. So full disclosure, I'm a Wealth Tender member. I'm an AGC member. So Trust and Will. We. We got off to a bumpy start a few years ago, but thanks to Diana, she found me at. What show was that? Future Proof. She found me at Future Proof. I said, oh, you're repping Trust and Will and I've been an encore State guy and Trust and well, like I said, we kind of got off to a bumpy start. She said, let me work on that for you. And sure enough, she did. Within 24 hours, I got my question answered and I am slowly bringing Trust and Will back to one of my core offerings because I believe that. I believe that clients deserve to have a conversation with their advisor about estate planning. And that advisor gets to have a set of tools that he can offer to the client. And just like I. I'm not loyal to any one mutual fund or I just, I don't use mutual funds etf. I'm not. Not. There's lots of them out there. Said, will this get. Will this help my client reach their goal? So I feel the same way about Vanilla and White Glove and Trust and Will and encore. Shout out to all of you for filling this need.

Yohance Harrison 21:03

So I counted yesterday, Diana, we have started 112

Yohance Harrison 21:09

estate plans for clients in the past two years. 112.

Diana Cabrices 21:13

Wow.

Diana Cabrices 21:17

That's amazing.

Yohance Harrison 21:18

Of those 112, 105 had never done an estate plan before.

Diana Cabrices 21:26

Okay, like that's 105 more Americans that are going to be so thankful for you in the future. I mean, they're thankful now, but just even.

Yohance Harrison 21:36

Oh my Goodness, I think about the lasting effect even if those clients choose to not be my client anymore and I'm not their asset manager financial advisor. At least they have that. And the odds are without the help of a financial advisor, they'll never update it. Those are the odds. They will never update it. Which isn't the way it should be. But to know that it exists, and it may exist for the next 20, 30, 40 years, I've been in situations where it's not there. So again, to all of those in the tech space that are coming up with these solutions, keep them coming and thank you. And thank you, Diana, for being the. The loudspeaker and choosing a trust and will as one of the companies that you're a loudspeaker for. So. So, yes, I appreciate. I told you I was going to fanboy here a little bit. Speaking of fanboy, there's a little bit of information in your bio that I did not know. Your years at Snappy Kraken. Yeah, this is pretty impressive. Impressive. Excuse me. I helped 10x recurring revenue in three years. Now, first of all, you're welcome because I was part of that. If it weren't for you, I wouldn't know Snappy Cracking was so. It was Brittany Castro that introduced me to you, that introduced me to Snappy Cracking. There we go. I became a client and still am today. Yes. Clients. Snappy Cracking is. I'm not that good. I'm not. I don't. I don't write all those articles. I don't. They ghostwrite them. I add a few things. The beginning, you can tell what I've said. If you look at it closely, you can tell what I've said and what the ghostwriter said. But I love it because it's timely articles. I can set it and forget it, especially for my thousands of prospects that are on my mailing list. Do you know how many of those prospects just pop through every now and then, say, hey, I schedule some time. And like, who are you? And I go back and like, oh, you're my number one reader at Snappy Cracking. Yeah. So I want to talk a little bit about just, just the. A company like Snappy Cracking, but really as it speaks to the impact of AI on the advisor space and how that's really going to help more advisors, help more clients. So can you share a little bit about your experience in that space?

Diana Cabrices 21:47

Yep.

Diana Cabrices 22:24

So.

Diana Cabrices 22:30

Okay.

Diana Cabrices 22:55

Yeah.

Diana Cabrices 23:22

So awesome.

Diana Cabrices 23:46

Absolutely. So I loved my time at Snappy Cracking because it shaped who I am today in so many ways. Every single person that Worked at Snappy Cracking when I worked there and still today, certainly. But they're all geniuses. I mean, the best writers, the best designers, the best product creators, marketers, I mean, everybody is just genius. And I learned so, so much. And you know, when I was there, we didn't quite have an AI product in place, but I know that's changed today. They have some really cool AI capabilities.

Yohance Harrison 24:20

I just used it. I just used it. It was pretty cool. It was pretty cool. I was like, okay, okay. I mean, it's the AI, so I had to tweak it a little bit, but still. Yeah, what it was able to do in a matter of seconds.

Diana Cabrices 24:31

Oh, I love that. And I'm glad that they, you know, immediately rushed into that because I mean, that is AI is moving so quickly. So when I was there though, you know, we were sticking to all the fundamentals. Right? Like if you're not emailing your clients and your prospects and not just emailing. Right. That, that, let's remove that word. If you're not communicating, if you're not staying in touch, if you're not letting people know I'm thinking of you. Even if it's automated, it's still a way of letting them know I'm thinking of you. Because you're actively creating these campaigns and making sure they're, they're scheduled and set and published. That's important. So we stuck to the fundamentals. Keep it simple, keep it conversational, keep it humanized.

Yohance Harrison 25:13

Love the conversation. Yes, very humanized.

Diana Cabrices 25:16

Yes, people love. That's what people respond to. The thing about Snappy cracking is, you know, you have to ask yourself like, what are meaningful results to you? And a lot of the times I would just have advisors tell me, well, I just get so many responses. Even if you're not getting meetings booked, if you're just getting responses, that alone is engagement. And that is what I think Snappy cracking does so well, is just creating ongoing engagement with clients and prospects.

Yohance Harrison 25:40

I doubled when I moved to Snappy Snappy Cracking. My open rate doubled. And I was already doing pretty good. I was hovering around 33%. It went to 66. I just looked at the last email. 79 open rate. I was like, what? These people. Who are these people? Oh, you're my clients. Okay, well, I. But still, I did not. I wasn't getting that from. Yes, I'm throwing under the bus. Mailchimp wasn't. And the other thing is, mailchimp is not a financial advisor driven platform. No, and that's, and that's the thing. They're being everything to everyone. So snack and that's what I love. That's fine for everyone. It's not fine for me. So that's what I really enjoyed about Sammy Craig. And yes, the emails are so conversational. So where do you see AI fitting in with the role that you do in some of the companies that you're working with? I mean, if you were like you said, it's happening so fast, but if you had the crystal ball and you could look out the next 12 to 24 months, what are some of the big impacts you think that AI is going to have?

Diana Cabrices 25:46

Yeah, I remember.

Diana Cabrices 25:55

That's amazing.

Diana Cabrices 26:05

Goodness.

Diana Cabrices 26:16

Yes.

Diana Cabrices 26:50

Yeah. So I'll share with you a little bit how I'm using AI to better serve my clients. And then where I see some maybe shifts happening in the future that I frankly, some I'm excited about and some I'm maybe not that excited about. So today I use AI in my business. Let's just say, for example, I do a lot of speaking for myself, my own brand, but also on behalf of my clients. And we do lots of webinars. You probably see me promoting my webinars online all the time. And I like webinars because it's a way to more, you know, deeply connect with an advisor audience than just writing a blog post and shipping it out. With these webinars though, there's a lot to take in. There's a lot of different points, takeaways, you know, action items. It can be overwhelming. So recently I started using this tool, it's called Opus AI or like clip, Opus, opus, clip, sorry. And I plug in a webinar and within two minutes it takes the entire thing and breaks it down into all these smaller video clips and then it ranks them. This is really good on the hook or the value or the salient points that you've made, like this is a 99, this one maybe is a 85 because the hook wasn't there. That is so helpful because then I get to take these different pieces and push them out into the universe on social media via email so that advisors can learn on their own time, right as they wish, based on what kind of clips they're most interested in, based on the topics versus just being on the webinar with me. So it's helping me better evangelize my clients brands because we can push out content in so many different ways that are more digestible than just a one hour long webinar. So that's one way I'm using, I'm Also, obviously I use, you know, things like chat GPT to help me better, you know, write. Some days I can't think, I'm exhausted. I'm managing multiple brands and I just need something to, like, give me a little spark, and then I run with it. Now, some trends that I'm seeing that are interesting, just being a brand evangelist, one of the biggest value ads and one of my value props of my own business is I exist to energize and humanize your marketing because a blog post is great, but you need to make that come to life. And that's what a good dynamic speaker can do, a good person. And that's kind of what I step in and do. What interesting I'm seeing is like these AI, like, basically versions of yourself where it's an AI.

Yohance Harrison 29:22

Yeah, like that. Yeah, yeah.

Diana Cabrices 29:25

Not a fan. Not a fan. But I don't think I'll ever get replaced by that.

Yohance Harrison 29:29

So I'm going to date myself here. But do you remember the movie? Was it called Duplicity? Michael Keaton.

Diana Cabrices 29:37

I don't think I knew that one.

Yohance Harrison 29:39

Okay, so I may have the name wrong, but there's this movie. Check it out. On your own time, on your lovely weekend. Michael Keaton, where he makes a copy, a clone of himself. And basically the moral is every clone gets a little dumber. So when I think about an AI clone of myself, it's like.

Diana Cabrices 29:46

Okay.

Diana Cabrices 29:58

No, no.

Yohance Harrison 30:00

Ain't nothing like the real thing, baby. That's right. Okay. Because my AI, it's not gonna. No, sorry. Yes. I'm grossed out by that one, too. Thank you for sharing.

Diana Cabrices 30:02

Yeah, that's right. Yes.

Diana Cabrices 30:12

And that's. Yeah, that's some of what I've seen. And I've seen certain tech companies in our space use it, and I'm just like, oh, no, don't. I'm not. That's. That's not engaging.

Yohance Harrison 30:22

I mean, okay, actually, you know what? But I just thought about something. There is a place where that could work. And if, for instance, if it was just a. You know how when you go to a new website and. Or when your website gets an update and they're like, hey, check out everything that's new, and it's like, click over here, click over here, click over here. If that was my AI bot just doing that, sure. Because it's only going to have a set number of responses. It's not something you're going to engage with. But the idea of having my. My AI, like, even do this podcast interview or to just give my clients an update on what's going on. No, it. It needs me. My real reactions. It needs me to mess up. It needs all. Yeah, no, no time in place. Yeah.

Diana Cabrices 30:46

Yep.

Diana Cabrices 31:10

Right. But the end goal is that there's a human there and that, that is always helpful. Just know where to put it. Yeah, me too. Yeah. I'll just, I'll add one more thing here. I think I just spoke at Advise AI that was hosted in October in Vegas. That was actually during Milton. I went to Vegas. Yeah. And it was interesting. I saw so many new AI tools for advisors. You see. Starting to see a little bit more and more of like the note taking tools and that's really cool. But some of them are going even deeper. Really embedded into the CRM, into some of your other tools.

Yohance Harrison 31:18

I like humans. And being human.

Yohance Harrison 31:50

I have one of them. I just signed up one and I'm loving it so far. I chose Jump Jump AI.

Diana Cabrices 31:55

Yeah. Yeah. Big fan.

Yohance Harrison 31:57

It's incredible. It's changing my life.

Diana Cabrices 32:01

Yes. I like them a lot. I like Vega Mines a lot. I've seen what they're doing as well.

Yohance Harrison 32:06

I saw theirs too. I wasn't as pleased with their Wealthbox integration. I felt Jump AI really had it dialed in on the Wealthbox integration. Down to workflows tasks and updating content on Wealthbox. That's the one that really got me. I was like, this is Compliance in a box right here. Yes, I said the client said it out loud. Great. Make sure it's documented because that's the hardest thing sometimes, you know, fingers trying to take all these notes in the meeting. And even when it was recorded, it's like, yeah, but compliance wants to see that you extracted that data and you recorded it somewhere.

Diana Cabrices 32:39

Yep. You got a hard job with that.

Diana Cabrices 32:44

I've seen. Interesting. There's one called Lemonade lx and basically AI like if you have a tech stack and you grow your business and you add more advisors to your business, this is really applicable to any business. But in your case, then eliminate LXP can basically in just 10 seconds create these incredible resources, training videos, quizzes like gamification around your tech stack so that new advisors who join your firm can absorb it.

Yohance Harrison 33:15

That's interesting. Okay.

Diana Cabrices 33:17

So cool. So cool. So there's a lot going on. It's, you know, we could talk about this in six weeks and we'd have probably more of a different conversation always.

Yohance Harrison 33:25

But it has to be a human. We can't have. Our AIs have the conversation. Right. Okay. So speaking of humans, we like to ask all of our guests, about one human experience. And the human experience that we would like to know about from you, Diana, is what is your first memory of money?

Diana Cabrices 33:29

Us.

Diana Cabrices 33:44

Okay, negative or positive?

Yohance Harrison 33:47

It's your first memory. It's. It's yours.

Diana Cabrices 33:51

You know, anytime I think about money memories, I just go back to, well, obviously childhood. But my mom, she is a warrior, and she raised me and my sisters on her own. My father passed away, and I just always remember there was, like, this stress around the school photos, and, like, my mom made sure that I looked great for my school photos. I mean, we curled my hair, we did it all. And then I remember it was. There was a stress around if we could even buy the school photos. You know, you get the little prints back, and it's like.

Yohance Harrison 34:32

And it has the proof written across it or something.

Diana Cabrices 34:35

Yeah, we kept that. But that. I don't know why I just always go back to that, because I remember, like. Like being driven to school. She's like, I'm gonna try to come later with $20 to pay, get the pictures. Don't forget. I'll. I'll let you know. I'm like. And I think maybe sometimes she made it, sometimes not, but almost always she, like, tried her best and that. I remember those things. Yeah.

Yohance Harrison 34:58

That's beautiful. That is beautiful. I love that. I love that. Well, thank you, Diana, for spending some time on the Money Trip podcast. We did not get interrupted by any weather, which is good. There is a storm brewing in the Gulf of Mexico, though, but I doubt it's going to make its way up to the Texas area, I don't think. I mean, you guys, I think might get some rain there in Florida. That's about it. But it shouldn't be too bad. So hopefully you've made it through the hurricane season for 2024, and we'll see if Tampa is able to keep you around for 2025, see if it didn't scare you off or not. On the other side. I don't want to say it this way, but I'll just say it. You might find some good real estate deals soon.

Diana Cabrices 35:42

I know. My fiance, who's also an advisor, said the exact same thing.

Yohance Harrison 35:46

Hey, I like him already. So. Yep, there's. There's that. There is that.

Diana Cabrices 35:52

I like a good deal, so there you go.

Yohance Harrison 35:55

There you go. It's not about profiting off of someone else's pain. It's just a deal. Market. That's it. It's the market, so. Oh, thank you. Thank you. So, to everyone out there that joined us today. We appreciate you. I want to remind you to set some time aside and have a little money date with yourself or have a money date with your spouse and talk about your finances. Ask your spouse what their first memory of money is. Bonus points. Those that have children. Ask your children, children what their first memory of money is. Because guess what? You probably have a lot to do with it. And whether good, bad or indifferent, no matter what it is, it's a memory. It's already there. It's probably a core memory. It's there already. But use that information to think about the next teachable moment that you can have with your loved one, whether it's the spouse or the child, especially around what some of their memories are of how they're wired with their relationship with money. So. And again, as I always say, well, not always. I just started always saying it. So now I will always say share this podcast with one person. Yeah, that person. That person you just thought of. Share with them. Just, just whatever app you're listening in. Hit the little button where it says share or the arrow pointing out. Go to your messages, type in their name and hit send. And now go and send them a message so they know why you sent it to them. Say, hey, I heard this great podcast with two awesome people and I thought you might like to learn about what a chief evangelist is. Because I just learned and I learned you said it. You were. How did you say? Evangelizing? Did you say evangelizing? I learned a new word, evangelizing, and I can't wait to use it outside of the podcast. So with that, we will see you next time on the Money Script podcast. Everybody. Take care.

Diana Cabrices 36:01

Yeah.

Diana Cabrices 37:34

Evangelizing.

Seth Harrison 37:57

I'm back. Wasn't that a great show? I hope you learned something. I know I did. Now, before you go trying anything you heard today, remember it is not intended to be specific tax or legal advice. If you need that, go see a CPA or an attorney. If you would like any complimentary consultation with a knowledgeable advisor, visit moneyscript.com and schedule a 15 minute consultation. Want Johans to come speak at your next event? Go to the MoneyScript website for that too. Of course, if you're watching on YouTube, make sure to like comment, subscribe and click the bell for notifications. MoneyScript Wealth Management is a registered financial advisory service in multiple states. Want to learn more? Get the full disclosure on our website moneyscript.com.