Financial Services Strategy
Advisor growth, cross-border strategy, U.S. market entry, recruiting, relationship development, and business infrastructure for financial firms and professionals.
Producer · Writer · Strategist · Business Builder
With nearly 30 years in financial services, business development, advisor growth, cross-border strategy, coaching, writing, and media creation, Janice Diaz produces platforms, stories, strategies, and conversations that help people and businesses grow with clarity, depth, and purpose.
Her work spans financial services consulting, business growth, personal transformation, expat education, media, writing, and creative platform development.

Positioning
Janice Diaz creates at the intersection of strategy, business, writing, media, and human reinvention. Her work is not limited to one industry, one platform, or one title. She produces the infrastructure, language, strategy, and creative direction behind multiple brands, platforms, and growth ecosystems.
She brings nearly 30 years of financial services experience together with business development, coaching, content strategy, expat perspective, emotional intelligence, and a producer's ability to turn ideas into assets.
Authority
Janice's professional foundation was built in financial services - marketing operations, advisor growth, recruiting, business development, succession planning, AUM acquisition, cross-border strategy, and firm-level growth infrastructure. Today, that experience informs a broader body of work across consulting, coaching, media, writing, financial education, and platform creation.
Advisor growth, cross-border strategy, U.S. market entry, recruiting, relationship development, and business infrastructure for financial firms and professionals.
Strategic positioning, growth systems, partnership development, brand architecture, and market expansion for businesses and founders.
Business and mindset coaching for ambitious professionals, creatives, founders, and high-functioning individuals seeking clarity, confidence, and grounded growth.
Essays, podcasts, creative platforms, educational content, and produced media exploring identity, reinvention, migration, business, and personal growth.
Portfolio
JaniceDiaz.com is the central map of Janice's produced work across strategy, coaching, writing, media, education, and creative platforms.
Strategic Work
Financial services consulting, advisor growth, cross-border strategy, U.S. market entry, M&A readiness, recruiting, and business development infrastructure.
Visit Vestry International →Growth & Inner Work
Business and mindset coaching for ambitious professionals, creatives, founders, and leaders seeking clarity, systems, confidence, and grounded growth.
Visit GrowthBy →Substack
Janice's Substack publication and in-depth soul dive into emotional clarity, high-functioning identity, reinvention, ambition, and the hidden emotional lives of capable people.
Read High Function Revealed →Creative Platform
A creative and reflective platform exploring identity, womanhood, belonging, reinvention, and the spaces between who we were told to be and who we become.
Visit The Otherhood →Live Podcast
Financial education, global living, and cross-border conversations for Americans and U.S.-connected individuals abroad. Janice's live podcast.
Listen to Rethink Expats →Podcast
A sharper conversation about the business of advice, advisor growth, operations, and the future of financial services. Co-hosted by Janice Diaz and Romaine Howard.
Visit Built for Advice →Advisor Access
A financial education and advisor access platform for Americans abroad and U.S.-connected individuals. It provides general educational resources and helps visitors understand when they may need to speak with an appropriately licensed financial professional.
Visit American Expat Advisors →Financial Education
A compliance-aware financial education platform for non-U.S. residents, foreign investors, and U.S.-connected families. It provides general educational resources around U.S. assets, cross-border planning considerations, and when it may be appropriate to speak with a qualified professional.
Visit U.S. Asset Planning →Financial Education
A financial education and empowerment platform focused on financial literacy, cultural money mindset, entrepreneurship, and general education for Latinas and U.S.-connected families. It does not provide individualized financial, investment, tax, or legal advice.
Visit Latina Money Guide →About
Janice Diaz is a producer, writer, strategist, business builder, expat, business and mindset coach, and financial services growth operator with nearly 30 years of experience creating platforms, content, strategies, and business infrastructure across financial services, coaching, media, and personal transformation.
Her work sits at the intersection of financial services strategy, business development, writing, coaching, expat identity, and creative production. She produces ideas, platforms, conversations, and systems designed to move people from scattered effort into strategic clarity.
As an expat who has lived across multiple places, Janice brings a global, lived-experience lens to business, belonging, financial education, personal reinvention, and identity.
Read Full BioStrategic Work
Through Vestry International, Janice works with financial firms, advisors, and cross-border professionals on strategy, advisor growth, U.S. market entry, recruiting, relationship infrastructure, business development, and growth systems. This is for firms that need more than marketing - they need positioning, operational clarity, and a stronger path to sustainable growth.
Growth & Inner Work
Through GrowthBy.com and High Function Revealed, Janice supports ambitious professionals, creatives, founders, and high-functioning people ready to move beyond surface-level growth into deeper clarity. This work blends business strategy, mindset coaching, emotional intelligence, identity work, and the courage to stop performing strength and start building from truth.
Media
Janice's media work explores identity, migration, business, money, reinvention, financial education, and the emotional realities behind professional success.
Live now
LiveFinancial education, global living, and cross-border conversations for Americans and U.S.-connected individuals abroad.
Listen to Rethink Expats →Coming soon
SoonA smart, human, culturally curious podcast about migration, identity, belonging, and the beautifully complicated expat experience.
Coming soon
SoonA sharper conversation about the business of advice, advisor growth, operations, and the future of financial services.
Visit Built for Advice →Coming soon
SoonA reflective podcast exploring the hidden emotional lives of high-functioning people. Connected to the High Function Revealed Substack and Janice's coaching lane.
Body of Work
Nearly 30 years in financial services
Advisor growth & business development expertise
Founder of multiple platforms
Writer and Substack publisher
Expat with global lived experience
Producer of podcasts, content, strategy & education
Connect
For strategic consulting, coaching, podcast, media, writing, speaking, or collaboration inquiries, connect with Janice.