3 Must-Read Pieces for Practice Management: September 16 Edition
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients.
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.
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients.
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients.
Making every effort to engage in conversations that are truly meaningful is the gateway to getting results.
Making every effort to engage in conversations that are truly meaningful is the gateway to getting results.
We are diving into technology topics this week.
We are diving into technology topics this week.
The hybrid model pairs the ease of the algorithm platform with the element of human interaction.
The hybrid model pairs the ease of the algorithm platform with the element of human interaction.
This week we are looking at the subjects of digital marketing, succeeding with your female clients and prospects.
This week we are looking at the subjects of digital marketing, succeeding with your female clients and prospects.
The average person spends 88% more time on a website that has video.
The average person spends 88% more time on a website that has video.
Check out our latest update on the must-read pieces.
Check out our latest update on the must-read pieces.
Helping clients who are grieving just might be one of the single biggest challenges with which financial advisors are confronted.
Helping clients who are grieving just might be one of the single biggest challenges with which financial advisors are confronted.
We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week.
We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week.
What’s the secret to having an amazing and loyal staff? Invest in their ongoing development.
What’s the secret to having an amazing and loyal staff? Invest in their ongoing development.
Check out the latest edition of the three must read pieces.
Check out the latest edition of the three must read pieces.
Financial advisors face tough challenges on a daily basis. At times, the hurdles may seem overwhelmingly hard to manage.
Financial advisors face tough challenges on a daily basis. At times, the hurdles may seem overwhelmingly hard to manage.
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
Chances are high that you don’t know the children of your wealthy clients personally, and the fact of the matter is that they need you.
Chances are high that you don’t know the children of your wealthy clients personally, and the fact of the matter is that they need you.
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
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