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Kristan wojnar%20updated%20bio 3qa

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 kristan@3qadvisers.com.

Recent Content By Kristan Wojnar, RCC™
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Practice Management

What You Need to Know About The Children of Your Wealthy Clients

Chances are high that you don’t know the children of your wealthy clients personally, and the...

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3 Must-Read Pieces for Practice Management: April 8 Edition

Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan...

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The Importance of Connecting Emotionally With Your Clients and Prospects

Making an emotional connection with your clients and prospects is both vital to your...

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3 Must-Read Pieces for Practice Management: March 26 Edition

Each fortnight, we bring you a curated list of articles handpicked by industry veteran Kristan...

Referrals
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Becoming More Referable

Asking for client referrals likely isn’t your favorite part of your job. Am I right?

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3 Must-Read Pieces for Practice Management: March 18 Edition

Each fortnight, we bring you a curated list of articles handpicked by industry veteran Kristan...

Popular Articles

Expert Opinion

Kip Meadows, CEO of Nottingham, Shares His Insights on the Fund Industry

Mutualfunds.com got to speak with Kip Meadows, Founder & CEO of Nottingham, a fund...

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Mutual Funds Scorecard: April 16 Edition

Every fortnight, MutualFunds.com provides a snapshot of the performance of some key mutual funds...

Practice Management

What You Need to Know About The Children of Your Wealthy Clients

Chances are high that you don’t know the children of your wealthy clients personally, and the...

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