The Power of Storytelling in Your Advisory Practice
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
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.
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?
Want to up your game when it comes to your Google business profile, time management skills, and referrals?
Want to up your game when it comes to your Google business profile, time management skills, and referrals?
This week we are focused on logos, prospecting and understanding your clients’ personalities.
This week we are focused on logos, prospecting and understanding your clients’ personalities.
We are exploring three very different but important topics this week.
We are exploring three very different but important topics this week.
We are looking at the subjects of asking for the order, value propositions and words to lose this week.
We are looking at the subjects of asking for the order, value propositions and words to lose this week.
Our practice management themes for this week are podcasting, testimonials and strategies to build your practice.
Our practice management themes for this week are podcasting, testimonials and strategies to build your practice.
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors
This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors
As we kick off second quarter, let’s dive into the subjects of using powerful questions to understand your clients, why marketing is critical right now and creating meaningful content.
As we kick off second quarter, let’s dive into the subjects of using powerful questions to understand your clients, why marketing is critical right now and creating meaningful content.
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
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