Kristan Wojnar is a content creator, coach and communicator with Third Quarter Advisers, LLC. Kristan has specialized in the practice management arena in the financial services industry since 1999. She is highly experienced in researching, writing, developing, training and speaking nationwide on value- added financial services programs to financial advisor, wholesaler and investor audiences. While her passion is legacy planning and the female investor, she has coached and trained top financial advisors and advisory teams on a myriad of practice management topics including, branding, marketing, high-net- worth and multi-generational relationship management, and building strong connections with clients and prospects. Kristan is a Registered Corporate Coach (RCC™) and is a regular contributor to ETFdb.com, MutualFunds.com and Dividend.com. She has been published in Advisor Perspectives, Fundfire, ThinkAdvisor, AdvisorHUB and RIABiz. She has also been sourced in numerous trade publications and white papers. During Kristan’s corporate career, she was a Senior Vice President at Guggenheim Investments and previous to that was a Vice President at Morgan Stanley Investment Management/ Van Kampen Investments. She lives in the western suburbs of Chicago with her husband, daughter and son. Kristan can be reached at [email protected].
Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation.
Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation.
As we kick off the new year, we are looking at topics to help future proof your practice and stay ahead in the ever-changing financial services industry.
As we kick off the new year, we are looking at topics to help future proof your practice and stay ahead in the ever-changing financial services industry.
We are examining three different but important topics this week, including texting, client acquisitions and surviving a layoff.
We are examining three different but important topics this week, including texting, client acquisitions and surviving a layoff.
Our practice management themes for this week encompass succession planning, the importance of a mobile-friendly website and the unique needs of the sandwich generation.
Our practice management themes for this week encompass succession planning, the importance of a mobile-friendly website and the unique needs of the sandwich generation.
Our topics for this week focus on trust, when to post on social media and content marketing.
Our topics for this week focus on trust, when to post on social media and content marketing.
Our focus for this week is all-in on aging, as well as the complexities and emotions that accompany it.
Our focus for this week is all-in on aging, as well as the complexities and emotions that accompany it.
Our practice management subjects this week encompass becoming a multi-generational family advisor, preparing your brand for artificial intelligence searches and living in the “grey zone.”
Our practice management subjects this week encompass becoming a multi-generational family advisor, preparing your brand for artificial intelligence searches and living in the “grey zone.”
This week we are drilling down on the topic of identifying a niche and capitalizing on niche marketing.
This week we are drilling down on the topic of identifying a niche and capitalizing on niche marketing.
We are kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan.
We are kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan.
We are bringing actionable ideas this week around building your marketing capability deck, determining when it is time to hire and the great wealth transfer.
We are bringing actionable ideas this week around building your marketing capability deck, determining when it is time to hire and the great wealth transfer.
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
Well-written, repeatable scripts help you to communicate with clients and prospects more effectively
Well-written, repeatable scripts help you to communicate with clients and prospects more effectively
The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts.
The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts.
Looking to improve your video marketing capabilities this summer?
Looking to improve your video marketing capabilities this summer?
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Shauvik Haldar
|
The broader markets continued to be down for the rolling month.
Aaron Levitt
|
Emerging market bonds offer a compelling investment opportunity with high yields, low valuations,...
Justin Kuepper
|
Learn about key retirement plan changes coming in 2025, including increased catch-up contributions,...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.
