Practice Management Channel

Creating Growth Capacity, Developing a Succession Plan, and Implementing Fraud Protection

Kristan Wojnar, RCC™ | Mar 23, 2026

This week, we have fresh content focused on capacity for growth, succession planning, and fraud protection for older clients.

Creating a Social Media Calendar, Website FAQs, and Trust Transfer

Kristan Wojnar, RCC™ | Mar 16, 2026

A new week brings new actionable content, and this week we are exploring social media planning calendars, website FAQs, and trust transfer.

When Clients Retire Early, Why Investors Hold Back Online, and Using AI with a Human Touch

Kristan Wojnar, RCC™ | Mar 09, 2026

As we kick off this week, we are examining the subjects of early retirement, the difficulty of reaching online investors, and using artificial intelligence without losing the human touch.

Content Marketing, Small Changes in Your Business, and Educating Clients’ Children

Kristan Wojnar, RCC™ | Mar 02, 2026

This week brings three new topics, including content marketing, the impact of making small changes in your business, and educating the next generation.

Scaling Video Production, Deepening Your Transparency, and Retaining Lifetime Clients

Kristan Wojnar, RCC™ | Feb 23, 2026

Our roundup of timely topics this week focuses on video production, deepening transparency, and retaining lifelong clients.

Your AI Toolkit for Book Writing, The Ideal Client Persona, and Helping Couples Align Their Financial Views

Kristan Wojnar, RCC™ | Feb 16, 2026

This week, we are examining the areas of book writing, the ideal client persona, and helping couples with their financial compatibility.

Referral Insights, AEO for Advisors and Timeless Principles for Clients

Kristan Wojnar, RCC™ | Feb 09, 2026

We are digging into the themes of referrals, AEO and evergreen principles this week.

Financial Advice and Neuroscience, Your Unique Value and Financial Therapy

Kristan Wojnar, RCC™ | Feb 02, 2026

As we enter this week, our roundup of subjects includes what advisors need to know about neuroscience, your unique value proposition, and therapy and finance.

Webinar Strategies, Clearly Communicating and Using Stories

Kristan Wojnar, RCC™ | Jan 26, 2026

This week, we are tackling the topics of webinars, communication, and the art of storytelling.

Comparing AI Tools, Your AI-Powered Marketing Playbook and Auditing your 2026 Marketing

Kristan Wojnar, RCC™ | Jan 19, 2026

We are doing a deep dive into the topics of artificial intelligence and marketing this week.

Marketing Automation Tools, Explaining the 2026 Market and the Ultimate Niche Mistake

Kristan Wojnar, RCC™ | Jan 12, 2026

The new year is still fresh, and we are bringing you three new practice management reads this week.

Leveraging the Power of Referrals to Drive Exponential Practice Growth

Kristan Wojnar, RCC™ | Dec 22, 2025

We are doubling down on the evergreen practice management theme of referrals this week.

Blending Humans and Tech, Re-Engaging Warm Leads and Non-AI Strategies for SEO

Kristan Wojnar, RCC™ | Dec 15, 2025

As we begin this week, our featured topics include blending human interaction with technology, re-engaging leads that have gone silent, and non-AI strategies to win in SEO.

Building a Follow-up Marketing System, Time Management Hacks, and Successful Event Marketing Tips

Kristan Wojnar, RCC™ | Dec 08, 2025

Our attention for this week is centered on consistent marketing, time management, and event marketing.

Why Your AI Prompts aren’t Working, Contingency Planning and Networking Mistakes

Kristan Wojnar, RCC™ | Dec 01, 2025

Kicking off this week, we are examining AI prompts that aren’t working, contingency planning in case of a crisis, and networking missteps.

Killer Website Strategies

Kristan Wojnar, RCC™ | Nov 24, 2025

This week, we are focused on one singular thing—your website.

LinkedIn Leads, Asking Good Questions, and Prospecting Hacks

Kristan Wojnar, RCC™ | Nov 17, 2025

As we enter this week, we are digging into timely topics: LinkedIn leads, the art of asking good questions, and prospecting tips.

How AI Reads Your Client Reviews, The Impact of Your Homepage, and Client Gifting Principles

Kristan Wojnar, RCC™ | Nov 10, 2025

This week, we are examining the subjects of how AI interprets your reviews, the importance of your homepage, and client gift-giving insights.

Getting AI to Recommend You, Making Connections through Shared Experiences, and Managing Nerves

Kristan Wojnar, RCC™ | Nov 03, 2025

We are diving into three extremely useful themes for your advisory practice this week.

Creating Short Form Videos, Effective Prompts for Beginners and Compelling Introductions

Kristan Wojnar, RCC™ | Oct 27, 2025

As we enter this week, we are concentrating on video marketing, producing relevant AI results and introducing yourself as a financial advisor.

Unleash the Superpower of Telling Stories to Build Meaningful Client Connections

Kristan Wojnar, RCC™ | Oct 20, 2025

This week we are completely focused on the power of using stories to create trust and lasting client relationships.

How Investors Select Advisors, Effective Marketing and the Silver Tsunami

Kristan Wojnar, RCC™ | Oct 13, 2025

We are tackling the themes of advisor selection, effective marketing and aging investors.

AI Prompts, AI Hacks and AI’s Impact on your Marketing Strategy

Kristan Wojnar, RCC™ | Oct 06, 2025

There is no question that AI is hot, hot, hot—this week we are focused on all things artificial intelligence.

Powerful Prospecting Metrics, Implementing Secondary Meetings and Common LinkedIn Mistakes

Kristan Wojnar, RCC™ | Sep 22, 2025

As we head into this week, we are exploring the subjects of prospecting metrics, secondary meetings and LinkedIn missteps.

Niche Marketing Growth, Improving Sales Conversations and Follow-up Tips

Kristan Wojnar, RCC™ | Sep 15, 2025

This week our roundup of actionable themes includes niche marketing, improving your sales conversations with clients and proven follow-up tips.

How AI Amplifies Advisor Searches, Common Lead Gen Mistakes and Using Video Marketing

Kristan Wojnar, RCC™ | Sep 08, 2025

We are kicking off this week with the topics of AI advisor searches, lead generation mistakes and consistent video marketing.

Communicating Fees, The Power of Testimonials and Growing Your Practice through Acquisition

Kristan Wojnar, RCC™ | Sep 02, 2025

As we enter this week, we are examining the practice management themes of communicating your fees to clients, the power of client testimonials and practice growth through acquisition.

Top Advisor Tools

Kristan Wojnar, RCC™ | Aug 25, 2025

We are hyper focused this week on top financial advisor tools.

Habits to Avoid, Evaluating Your Digital Presence and Using a Virtual Assistant

Kristan Wojnar, RCC™ | Aug 18, 2025

This week we are exploring three different but thought-provoking advisory practice themes.

The Human side of AI, Using AI in your Business and Showing up in AI searches

Kristan Wojnar, RCC™ | Aug 11, 2025

Artificial intelligence is the name of the game for this week.

Strategies for Success for New Financial Advisors

Kristan Wojnar, RCC™ | Aug 04, 2025

We are locked in this week on tips for newbie advisors.

Maximizing Client Review Meetings, Implementing Client Texting and Simple Digital Marketing Tips

Kristan Wojnar, RCC™ | Jul 28, 2025

As we enter this week, we are exploring client review meetings, client texting and digital marketing.

Powerful Prospecting Approaches to Catapult Your Advisory Practice

Kristan Wojnar, RCC™ | Jul 21, 2025

If you want to consistently connect with potential clients, effective prospecting skills are a must.

Sizzling Summer Reading, Fostering Trust During Onboarding and the Rise of Women Investors

Kristan Wojnar, RCC™ | Jul 14, 2025

As we head into this week, we are focused on great summer reads, building trust during client onboarding and women and wealth.

The Science Behind Social Engagement, COI Alliances and eBooks to Attract Ideal Clients

Kristan Wojnar, RCC™ | Jul 07, 2025

The summer is heating up and we are bringing you three hot practice management reads this week.

Repackaging Content, Impactful Reading and Website Tips

Kristan Wojnar, RCC™ | Jun 23, 2025

As we begin this week, we are focused on the themes of repackaging your content, reading that makes an impact on your business, and website tactics.

Upgrading Your Referral Strategies, Social Media Engagement, and Professional Headshots

Kristan Wojnar, RCC™ | Jun 16, 2025

We are concentrating on upgrading your referrals, social media, and professional headshots this week.

Effective Content Marketing Strategies to Elevate your Practice

Kristan Wojnar, RCC™ | Jun 09, 2025

This week we are laser-focused on all facets of content marketing.

Building Trust, Getting Comments on Your Social Media, and Drip Marketing

Kristan Wojnar, RCC™ | Jun 02, 2025

We are doubling down on the themes of building trust, maximizing comments on your social media, and drip marketing this week.

Deep Client Conversations, Attracting Ideal Clients, and Connecting with Gen Xers

Kristan Wojnar, RCC™ | May 26, 2025

As we enter this week, we are exploring the subjects of deep client conversations, how to attract ideal clients, and ways to connect with Gen Xers.

Exploring Niche Marketing

Kristan Wojnar, RCC™ | May 19, 2025

Our focus for this week is all in on niche marketing.

Taking Your Practice to the Next Level by Utilizing Webinars

Kristan Wojnar, RCC™ | May 12, 2025

We are laser-focused this week on webinar marketing.

Cybersecurity Risks, Preparing for Disasters, and Financial Scams

Kristan Wojnar, RCC™ | May 05, 2025

This week, we are focused on preparing for the unforeseen.

Your Clients’ Relationships with Money, Top Advisor Podcasts, and Hosting Successful Events

Kristan Wojnar, RCC™ | Apr 28, 2025

This week, we are delving into the subjects of money relationships, advisor podcasts, and successful client events.

The Role of Emotional Intelligence, Setting Your Growth Pace, and the Rise of AEO

Kristan Wojnar, RCC™ | Apr 21, 2025

We are digging into three very different but important topics pertaining to your advisory business this week.

Mastering the Art and Science of the Call to Action

Kristan Wojnar, RCC™ | Apr 14, 2025

We are drilling down on the topic of CTAs this week.

Crushing Your First Impressions

Kristan Wojnar, RCC™ | Apr 07, 2025

This week is all about nailing your first impressions — from presenting your capabilities to mastering your discovery meetings and creating welcome kits, we have you covered.

Lead Generation Tips, Gaining Referrals, and Finding High-Net-Worth Clients

Kristan Wojnar, RCC™ | Mar 24, 2025

As we enter this week, we are examining lead generation tips, gaining referrals, and attracting affluent clients.

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Recruiting Top Talent, Delivering Extraordinary Client Experiences, and Creating Client Personas

Kristan Wojnar, RCC™ | Feb 24, 2025

This week we are taking a deep dive into recruiting and retaining talented team members, delivering a consistent extraordinary client experience, and creating client personas.

Turning Client Questions Into Opportunities, Maximizing Client Engagement, and Motivating your Staff

Kristan Wojnar, RCC™ | Feb 17, 2025

Our practice management concepts for the week center around how to turn client questions into opportunities, maximizing your client engagement, and ways to motivate your team members.

Embracing the Unseen, Content Ideas for Young Families, and Client Onboarding

Kristan Wojnar, RCC™ | Feb 10, 2025

We are drilling down this week on the subjects of embracing the unseen, content ideas for young families, and creating a repeatable client onboarding process.

Authenticity in Video Marketing, Handling Resistance, and Working with Stressed Clients

Kristan Wojnar, RCC™ | Feb 03, 2025

This week we are tackling the practice management topics of authenticity, client resistance, and getting through to stressed clients.

Helping Clients Track Down Their Documents, Making Your Site Standout, and Growing Your Practice

Kristan Wojnar, RCC™ | Jan 27, 2025

We are digging into three different, but important, topics this week.

Improving Client Outcomes, AI Content Risks and Digital Marketing Budgets

Kristan Wojnar, RCC™ | Jan 20, 2025

Our roundup of articles this week includes the themes of driving client action, navigating artificial intelligence content risks and determining your digital marketing budget.

Business Process Automation, The Case for AI, and Helping Clients Protect Themselves from Financial Scams

Kristan Wojnar, RCC™ | Jan 13, 2025

Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation.

Your Elevator Speech, Financial Signs of Dementia and Optimizing your YouTube Channel

Kristan Wojnar, RCC™ | Jan 06, 2025

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.

Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff

Kristan Wojnar, RCC™ | Dec 23, 2024

We are examining three different but important topics this week, including texting, client acquisitions and surviving a layoff.

Succession Planning, Mobile-Friendly Websites and Serving the Sandwich Generation

Kristan Wojnar, RCC™ | Dec 16, 2024

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.

Building Trust, Best Times to Post, and Effective Content Marketing

Kristan Wojnar, RCC™ | Dec 09, 2024

Our topics for this week focus on trust, when to post on social media and content marketing.

Understanding Elder Exploitation Laws, Strengthening Relationships With Female Clients and Nonideal Referrals

Kristan Wojnar, RCC™ | Dec 02, 2024

This week

Embracing Aging, Retirement and Longevity Planning

Kristan Wojnar, RCC™ | Nov 25, 2024

Our focus for this week is all-in on aging, as well as the complexities and emotions that accompany it.

Becoming a Multi-Gen Family Advisor, Preparing Your Brand for AI and Embracing the Grey Zone

Kristan Wojnar, RCC™ | Nov 18, 2024

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.”

The Power of Niche Marketing

Kristan Wojnar, RCC™ | Nov 11, 2024

This week we are drilling down on the topic of identifying a niche and capitalizing on niche marketing.

Client Feedback, Taboo Money Talk and Your Marketing Plan

Kristan Wojnar, RCC™ | Nov 04, 2024

We are kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan.

Building Your Capability Deck, When It’s Time to Hire and the Great Wealth Transfer

Kristan Wojnar, RCC™ | Oct 28, 2024

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.

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The Power of Storytelling in Your Advisory Practice

Kristan Wojnar, RCC™ | Feb 26, 2024

It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

The Power of Scripting

Kristan Wojnar, RCC™ | Jan 29, 2024

Well-written, repeatable scripts help you to communicate with clients and prospects more effectively

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Navigating The "Recession Question": Unpacking the Recession Quiz Results

Oct 02, 2023

Our recently conducted "Advisor Quiz: How Well Are You Handling The Recession Question?" sought to gauge financial advisors' acumen in responding to pressing concerns amidst recession fears.

ADVISOR QUIZ: Your Clients Are Worried - Are You Ready?

Oct 02, 2023

In these unpredictable economic times, financial advisors are often the frontline responders to a flurry of questions about recessions, investments, and the state of global markets.

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Kristan Wojnar, RCC™ |

Leveraging LinkedIn to Grow your Practice

Kristan Wojnar, RCC™ | Aug 28, 2023

We are covering all things LinkedIn this week.

Utilizing Google AdWords, Assessing Your Practice and Updating Your Headshot Using AI Technology

Kristan Wojnar, RCC™ | Aug 21, 2023

Our roundup for this week examines Google AdWords, assessing your practice and updating your headshot.

Catchy Subject Lines, Supporting Moms Going Back to School and Inheritor Opportunities

Kristan Wojnar, RCC™ | Aug 14, 2023

This week, we are tackling the topics of email subject lines, supporting your clients who are moms heading back to school, and inheritor opportunities.

Boosting your Client Newsletters to the Next Level

Kristan Wojnar, RCC™ | Aug 07, 2023

We are going all in on client newsletters this week.

Turning Up Your ChatGPT Knowledge

Kristan Wojnar, RCC™ | Jul 24, 2023

ChatGPT is a topic you simply can’t escape.

Elevating Your Social Media IQ and Tactics

Kristan Wojnar, RCC™ | Jul 17, 2023

The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts.

Strengthening Your Video Marketing Strategies and Skills

Kristan Wojnar, RCC™ | Jul 10, 2023

Looking to improve your video marketing capabilities this summer?

Amping Up Your Google Business Profile, Time Management Skills, and Referral Strategies

Kristan Wojnar, RCC™ | Jun 26, 2023

Want to up your game when it comes to your Google business profile, time management skills, and referrals?

Utilizing ChatGPT in Wealth Management, Creating an Operating Plan, and Identifying Your Blind Spots

Kristan Wojnar, RCC™ | Jun 19, 2023

Summer is here, and we have three hot topics this week.

Utilizing ChatGPT in Wealth Management, Creating an Operating Plan, and Identifying Your Blind Spots

Kristan Wojnar, RCC™ | Jun 19, 2023

Summer is here, and we have three hot topics this week.

Fixed Annuities: Why Financial Advisors Should Embrace This Bond Alternative for Stable Returns

Aaron Levitt | Jun 08, 2023

Fixed annuities can be a promising alternative to bonds, providing steady guarantees, income, and tax benefits, yet financial advisors are not utilizing them effectively in client portfolios

Developing Your Logo, Taking the Guesswork Out of Prospecting and Understanding Personality Types

Kristan Wojnar, RCC™ | Jun 06, 2023

This week we are focused on logos, prospecting and understanding your clients’ personalities.

Using Social Proof, Improving your Podcast Hosting Skills and Supporting your Caregiver Clients

Kristan Wojnar, RCC™ | May 29, 2023

We are exploring three very different but important topics this week.

Asking for Business, Value Propositions and Phrases to Drop

Kristan Wojnar, RCC™ | May 22, 2023

We are looking at the subjects of asking for the order, value propositions and words to lose this week.

Starting a Podcast, Creating Video Testimonials and Elevating Your Practice

Kristan Wojnar, RCC™ | May 15, 2023

Our practice management themes for this week are podcasting, testimonials and strategies to build your practice.

Utilizing Conversational Marketing, Top Podcasts and Successful Networking Tips

Kristan Wojnar, RCC™ | May 08, 2023

We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.

Successful Professional Referrals, Virtual Assistants and Creating a Blog

Kristan Wojnar, RCC™ | May 01, 2023

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.

Marketing Services to Ditch, ChatGPT Advisor Uses and the Power of In-Person Events

Kristan Wojnar, RCC™ | Apr 24, 2023

Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.

CPA Partnerships, Engaging Couples and Creating a Repeatable Advisor Onboarding Process

Kristan Wojnar, RCC™ | Apr 17, 2023

This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors

Using Powerful Questions, Importance of Marketing and Creating Meaningful Content

Kristan Wojnar, RCC™ | Apr 10, 2023

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.

Social Media Planning, Building the Talent of your Team, and Attracting New Clients

Kristan Wojnar, RCC™ | Mar 27, 2023

Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.

Compelling Home Page Copy, Marketing Metrics and Discovery Meeting Tactics

Kristan Wojnar, RCC™ | Mar 20, 2023

Our topics for this week are concentrated on your website, marketing analytics and discovery meetings.

Traits of Top Teams, Loyalty Factors, and Improving your Business Performance

Kristan Wojnar, RCC™ | Mar 13, 2023

This week we are exploring the subjects of building a top team, factors that impact loyalty, and proven business performance.

Your Most Valuable Clients, Differentiating Yourself and Driving Results in Your Business

Kristan Wojnar, RCC™ | Mar 06, 2023

Let’s examine the topics of your most valuable clients, standing out from your competitors and driving results in your business.

Repurposing Content, Meeting Your Clients’ Emotional Needs and Revisiting Your Brand

Kristan Wojnar, RCC™ | Feb 27, 2023

Our practice management themes for this week center around content repurposing, anticipating your clients’ feelings and rebranding.

Marketing Moves to Avoid, Winning More Prospects and Inbound Marketing Results

Kristan Wojnar, RCC™ | Feb 20, 2023

This week, let’s focus on marketing and prospecting.

Creating Loyalty, Reassuring Female Clients and Responses to Prospects With Existing Advisors

Kristan Wojnar, RCC™ | Feb 13, 2023

We are digging into the themes of client loyalty, reassurance and prospect comebacks this week.

Generational Marketing, Recruiting Talented Team Members and Top Influencers to Follow

Kristan Wojnar, RCC™ | Feb 06, 2023

This week we are tackling the topics of marketing to different generations, recruiting talent, and influencers for advisors to follow.

Taking Your Video Marketing to the Next Level

Kristan Wojnar, RCC™ | Jan 30, 2023

Lights, camera, action! We are focused on video marketing this week.

Common Goal Setting Mistakes, Dealing with Overwhelm and Maximizing Work Sessions

Kristan Wojnar, RCC™ | Jan 23, 2023

Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions.

Recession-Proof Marketing, Top SEO Keywords and Cranking up Your Marketing

Kristan Wojnar, RCC™ | Jan 16, 2023

We are focusing heavily on marketing this week.

Inbound Marketing Costs, Key Marketing Moves for Advisors and 2023 Business Goals

Kristan Wojnar, RCC™ | Jan 09, 2023

We are ringing in the new year with marketing and goal-based content.

Social Media Effectiveness, 2023 Predictions for Social Media Marketing and Writing Your Instagram Bio

Kristan Wojnar, RCC™ | Dec 26, 2022

Hot Webinar Topics, Communicating How You Help Clients and Content Marketing Pitfalls

Kristan Wojnar, RCC™ | Dec 19, 2022

We are digging into the subjects of webinar topics, communicating your value and reasons your content marketing may be falling short.

Growing Your Centers of Influence, Effective Marketing Strategies and Growing Your Business in Tough Times

Kristan Wojnar, RCC™ | Dec 12, 2022

As we approach the holidays, let’s take a hard look at three important subject matters.

The Importance of Your Marketing Funnel, The Phases of Retirement and Measuring Your Digital Marketing

Kristan Wojnar, RCC™ | Dec 05, 2022

Our business building ideas for the week center around filling your marketing funnel, the phases of retirement, and digital marketing measurements.

Elevating Your Communications, Fee Transparency and Marketing Tactics to Avoid

Kristan Wojnar, RCC™ | Nov 28, 2022

Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.

Meaningful Client Conversations, Your 2023 Marketing Plan and the Clients You Serve

Kristan Wojnar, RCC™ | Nov 21, 2022

We are continuing our momentum this week by focusing on having meaningful client conversations, planning your marketing efforts for 2023 and identifying the clients you serve.

Marketing for Introverted Advisors, Increasing Your Website Traffic and the Power of Internal Linking

Kristan Wojnar, RCC™ | Nov 14, 2022

This week our focus is around marketing

An Ideal Client Strategy, The Great Wealth Transfer and Creating Effective Word Pictures

Kristan Wojnar, RCC™ | Nov 07, 2022

Let’s look at three different but impactful topics this week. Our first piece provides an insightful approach to building ideal clients.

Must Haves to Sell Your Practice, Balancing Visuals with Messaging and Video Marketing Tips

Kristan Wojnar, RCC™ | Oct 31, 2022

This week we are tackling the topics of selling your advisory firm, tips for the best way to balance visuals with content, and video marketing.

Why Great Advisors Fail, The Importance of Client Friendships and Why Advisors Should Scrap Their Marketing Budget

Kristan Wojnar, RCC™ | Oct 24, 2022

Autumn is in full swing, and our trending topics this week focus on common mistakes great advisors make, why client friendships are important, and ditching marketing budgets.

Surveying Your Clients, How the Brain Is Affected by Inflation and Digital Marketing Strategies

Kristan Wojnar, RCC™ | Oct 17, 2022

Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.

Helping Clients Establish Goals, Creating Case Studies to Win More Ideal Clients and Nailing your Content Marketing

Kristan Wojnar, RCC™ | Oct 10, 2022

Our highlights for this week include everything from client goals and case studies to amping up your content marketing.

Scaling Your Practice, Selecting Strong Images and Getting Clients to Call you Back

Kristan Wojnar, RCC™ | Sep 26, 2022

We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.

Powerful Bios, Calming Nervous Clients and Replicating Your Best Clients

Kristan Wojnar, RCC™ | Sep 19, 2022

Our top picks for this week include articles on how to write a strong bio, what nervous clients need and a referral roadmap.

Increasing Referrals During Volatility, Blog Topics, and Understanding Client Expectations

Kristan Wojnar, RCC™ | Sep 12, 2022

We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.

Creating Team Capacity, Purposeful Succession Planning and Successful LinkedIn Strategies

Kristan Wojnar, RCC™ | Sep 05, 2022

This week we are diving into the themes of team capacity, succession planning and LinkedIn tactics.

Getting More Ideal Clients, Daily Non-Negotiable Tasks and First Meeting Tactics

Kristan Wojnar, RCC™ | Aug 29, 2022

We have three popular practice management topics this week including finding new ideal clients, your daily routine activities and what to say in initial meetings with prospects.

Boosting Productivity, What Makes You Different and Stories that Stick

Kristan Wojnar, RCC™ | Aug 22, 2022

We are supercharging your business this week with the subjects of productivity, value propositions and telling stories.

Creating a Marketing Plan, the Value of Your Advice and Sticking to Your Process

Kristan Wojnar, RCC™ | Aug 15, 2022

Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.

Client Engagement, Family Wealth Education and Longevity in Retirement

Kristan Wojnar, RCC™ | Aug 08, 2022

We are growing your practice this week with the themes of critical engagement time with prospects, educating clients’ children on wealth and longevity, and the journey of retirement.

Helping Clients With Philanthropic Wishes, Blog Post Lengths and Staying Visible During Volatility

Kristan Wojnar, RCC™ | Aug 01, 2022

We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.

Prospecting Strategies, Elevating Client Engagement and Leveraging Seminars with Referrals

Kristan Wojnar, RCC™ | Jul 25, 2022

We are kicking off this week with three compelling pieces focused on areas to help you build your practice.

Controlling Conversations, The Value You Offer Clients and Communicating your Value Proposition

Kristan Wojnar, RCC™ | Jul 18, 2022

Our practice management subjects are sizzling hot this week.

Summer Client Events, Summer Marketing Strategies and The Power of Persuasion

Kristan Wojnar, RCC™ | Jul 11, 2022

Our content is heating up this week with the topics of summer events and ideas, seasonal marketing strategies and the power of persuasion.

Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies

Kristan Wojnar, RCC™ | Jun 27, 2022

We are focusing on three powerful themes this week.

Hospitality Versus Service, New Client Meetings and Website Must-Haves

Kristan Wojnar, RCC™ | Jun 20, 2022

This week, we are looking at the topics of hospitality, new client meeting outcomes and advisor website must-haves.

Follow-Up Tips, Using Video in Your Marketing and Making Emotional Connections Remotely

Kristan Wojnar, RCC™ | Jun 13, 2022

As we begin this week, we are examining the subjects of effective follow-up, using video in your marketing efforts, and making emotional connections with clients remotely.

Effective Pipeline Management, Using Storytelling in Your Marketing and 12-Week Marketing Plans

Kristan Wojnar, RCC™ | Jun 06, 2022

Our roundup of topics this week includes pipeline management, telling stories in your marketing and streamlining your marketing plan.

Decision Mapping, Outsourcing Your Marketing and Determining Ideal Clients

Kristan Wojnar, RCC™ | May 30, 2022

Our subjects for this week center around making decisions, whether to outsource your marketing and identifying ideal clients.

LinkedIn Prospecting Messages, Lead Generation Ideas and Repurposing your Content

Kristan Wojnar, RCC™ | May 23, 2022

We are looking at all things marketing in this week’s edition.

Growing Your Business, Networking Tips and Working with Smaller Clients

Kristan Wojnar, RCC™ | May 16, 2022

This week we are examining the topics of blocks that keep you from growing your business, networking group tips, and working with small clients.

New Client Acquisition, Personalizing Your Communication and Your Firm’s Culture

Kristan Wojnar, RCC™ | May 09, 2022

As we enter a new week, we are touching on the subjects of client acquisition, your client communications and cultivating your firm’s culture.

Serving Clients with Alzheimer’s, What Not to Say to Widows and Resources for Families with Special Needs Children

Kristan Wojnar, RCC™ | May 02, 2022

Special circumstances require specialized service and advice.

Blogging Ideas, Producing Strong Visuals and Creating Sticky Content

Kristan Wojnar, RCC™ | Apr 25, 2022

We are focusing on all things marketing this week.

Writing a Killer Bio, Becoming a Trusted Advisor and Creating Meaningful Client Communication

Kristan Wojnar, RCC™ | Apr 18, 2022

We are tackling the valuable topics of writing strong bios, earning clients as a trusted advisor, and creating meaningful client communication.

Replying to LinkedIn Messages, Identifying How You Help Clients and Measuring Digital Marketing

Kristan Wojnar, RCC™ | Apr 11, 2022

This week we are diving into the subjects of replying to LinkedIn messages, identifying the benefits of how you help your clients and measuring digital marketing.

Blogging Mistakes, Measuring Your Profitability and Building Your Business

Kristan Wojnar, RCC™ | Mar 28, 2022

As we close out the first quarter, we are digging into the topics of blogging mistakes, measuring profitability, and growing your business.

Serving Women Clients, Managing Client Emotions and Using a Lead Magnet

Kristan Wojnar, RCC™ | Mar 21, 2022

We are delving into the subjects of serving female clients and prospects, managing emotions, and using a lead magnet to market your advisory firm.

Video Messaging, Demonstrating You Care and Top Advisor Conferences

Kristan Wojnar, RCC™ | Mar 14, 2022

This week we are touching on the topics of utilizing video messaging, ways to show you care and top conferences for this year.

Inbound Marketing Strategies, Blogging to Attract New Clients and the Power of Persuasion

Kristan Wojnar, RCC™ | Mar 07, 2022

Let’s tackle the themes of inbound marketing, blogging and persuasion this week.

Gaining Referral Through Stories, Outlining Your Videos and Tying Your Value to Fees

Kristan Wojnar, RCC™ | Feb 28, 2022

Our trending topics for this week are gaining new referrals through client stories, what to say in your videos and communicating your fees.

Your Communication Strategy, Wrong Fit Clients and Female Client Initiatives

Kristan Wojnar, RCC™ | Feb 21, 2022

As we head into another week, let’s look at the must-read practice management themes of your communication strategy, what to do about wrong fit clients and launching your female client initiative.

Top Advisor Skills, Making Strong LinkedIn Impressions and Turning Web Visits into Leads

Kristan Wojnar, RCC™ | Feb 14, 2022

Let’s dive into three powerful practice management topics this week.

Goal Setting, Evaluating Your Marketing Strategy and Reassessing Your Newsletter

Kristan Wojnar, RCC™ | Feb 07, 2022

This week we are looking at goal setting, evaluating your marketing, and assessing your client newsletter.

Marketing Ideas to Drive Growth, Creating a Repeatable Content Process and Staying Compliant as an Author

Kristan Wojnar, RCC™ | Jan 31, 2022

This week we are exploring the subjects of marketing ideas, content production and compliance tips for writers.

Reassessing Weekly Commentary, Revisiting Pre-COVID Prospects and the Power of Social Proof

Kristan Wojnar, RCC™ | Jan 24, 2022

Let’s take a look at three different, but insightful topics this week.

Interpreting Body Language, Enlisting the Gatekeeper, and Increasing your Fees

Kristan Wojnar, RCC™ | Jan 19, 2022

This week we are tackling the topics of reading body language, enlisting help from the gatekeeper, and raising your fees.

2022 Marketing Opportunities, Client Segmentation and Business Planning

Kristan Wojnar, RCC™ | Jan 10, 2022

We are kicking off the new year strong and looking at the topics of marketing opportunities, client segmentation and business planning.

Becoming the Best, Time-Saving Tips to Boost Productivity and Converting Prospects to Clients

Kristan Wojnar, RCC™ | Dec 27, 2021

We are closing out 2021 strong and exploring the topics of becoming a top advisor, saving time on internet passwords and ways to convert prospects.

Time Management Best Practices, Hiring a Coach and Reclaiming Hours in Your Work Week

Kristan Wojnar, RCC™ | Dec 20, 2021

As 2021 winds down and we look toward 2022, let’s examine the important topics of time management and productivity.

Staying Emotionally Neutral, Gaining Referrals from Social Media Content and Guiding Philanthropic Clients

Kristan Wojnar, RCC™ | Dec 13, 2021

We are diving into the topics of staying emotionally neutral, obtaining referrals from your social media content, and helping clients with their philanthropic wishes.

Hosting Successful Hybrid Events, The Cons of Outsourced Marketing and Building a High Performing Team

Kristan Wojnar, RCC™ | Dec 06, 2021

Our three themes for this week center around successful hybrid events, why you may not want to outsource your marketing efforts and building a strong team.

Efficient Call Scheduling, Optimizing Technology in Your Practice, and Identifying Your Niche

Kristan Wojnar, RCC™ | Nov 29, 2021

This week we are looking at efficiency, technology and choosing your niche.

Your Referral Process, Connecting with Alpha Executives and the Power of a Prospecting Script

Kristan Wojnar, RCC™ | Nov 22, 2021

Our practice management themes for this week touch on your referral process, how to connect with alpha executives and the power of using a prospecting script.

Your Personal Brand, Successfully Working with Women Clients and Social Media Metrics

Kristan Wojnar, RCC™ | Nov 15, 2021

Let’s take a look at three different, but essential practice management topics this week.

Women’s Event Strategies, Marketing Performance Indicators and Holiday Ideas

Kristan Wojnar, RCC™ | Nov 08, 2021

We are dialing into the topics of women’s events, marketing performance metrics and holiday greeting ideas for your clients and prospects.

Your Office Story, LinkedIn Conversation Starters and Is the Customer Truly the King?

Kristan Wojnar, RCC™ | Nov 01, 2021

Our themes for this week center around your office setup, engaging on LinkedIn and managing client expectations.

The Urgent Problem You Solve, Creating an Advisory Board and The First 90 Days

Kristan Wojnar, RCC™ | Oct 25, 2021

This week we are tackling the topics of identifying the urgent problem you solve for clients, creating an advisory board and client onboarding.

Attaining the Top 5%, Writing Trending Topic Emails and Showing Female Clients You Care

Kristan Wojnar, RCC™ | Oct 18, 2021

Our roundup of topics this week touch on attaining the top 5%, how to write trending topic emails, and talking points to show female clients that you care.

Successful Niche Markets, Old School Marketing and Mastering Personal Introductions

Kristan Wojnar, RCC™ | Oct 11, 2021

Running low on practice management ideas? Then look no further. First up we have a piece that examines successful niche markets.

Your Ideal Number of Great Clients, Promoting Your YouTube Channel and 3 Types of Media for Successful Marketing Today

Kristan Wojnar, RCC™ | Sep 27, 2021

Our must-read practice management pieces for this week look at the subjects of number of ideal clients, promoting your YouTube channel and types of media for a successful digital marketing strategy.

The Downfall of Free Services, Awesome Back to School Tips and Asking One Simple Question

Kristan Wojnar, RCC™ | Sep 20, 2021

Let’s dive into the topics of free services, back to school and a powerful question about money to use with clients.

Frequency of Contact, Virtual Presentation Tips and Center of Influence Referrals

Kristan Wojnar, RCC™ | Sep 14, 2021

This week we are tackling the topics of your client contact frequency, virtual presenting and gaining referrals from your centers of influence (COIs).

How Women Choose Their Advisors, Content Writing Tips and Handling Investor Anxiety

Kristan Wojnar, RCC™ | Sep 06, 2021

We are kicking off September with three timely business-building topics. Our first piece this week looks at how women select their financial advisors.

A Great Read for Advisors and Clients, Podcasting Myths and Why Affluent Clients Fire Their Advisors

Kristan Wojnar, RCC™ | Aug 30, 2021

We are closing out this month with three great practice management reads.

Your Ideal Client Profile, Building Your Email List and Inviting Friends to Like Your Business Facebook Page

Kristan Wojnar, RCC™ | Aug 23, 2021

Our practice management subjects for this week center around creating your ideal client profile, building your email list and how to invite your personal friends to like your business Facebook page.

Intimate Client Events, Referral Marketing Tactics and Drip Campaigns

Kristan Wojnar, RCC™ | Aug 16, 2021

Need some new practice management ideas? Then look no further.

Effectively Delegating, A New Service Model and Maximizing Your Content Distribution

Kristan Wojnar, RCC™ | Aug 09, 2021

This week we are looking at three different – but extremely relevant – subjects to help you build your advisory practice.

Responding to Negative Reviews, Multi-Generational Planning and Generational Differences

Kristan Wojnar, RCC™ | Aug 02, 2021

Our practice management themes for this week center around responding to negative reviews, providing multi-generational planning and the differences between Gen Z and Millennials.

The Power of Process, Your Ideal Number of Clients and Engaging Email Newsletters

Kristan Wojnar, RCC™ | Jul 26, 2021

This week, we are tackling the practice management topics of creating processes, your ideal number of clients and creating engaging email newsletters.

Personalizing Your Content, Types of Clients and Digital Storytelling

Kristan Wojnar, RCC™ | Jul 19, 2021

This week we are digging into the subjects of personalizing your content, different types of clients and bringing your stories to life online.

Creating Video Testimonials, Creative Social Media Posts and Demonstrating Your Value

Kristan Wojnar, RCC™ | Jul 12, 2021

The dog days of summer are in full swing, and we are heating things up on the practice management front this week with three pieces to help you build your business.

The Positives of Pessimism, Declining Referrals and SEO Best Practices

Kristan Wojnar, RCC™ | Jun 28, 2021

We are looking at the subjects of pessimism, turning down referrals and website ranking search results.

Blogging Mistakes, the Importance of Firm Culture and Avoiding Red Flags in Prospecting

Kristan Wojnar, RCC™ | Jun 21, 2021

This week we are focusing on blogging mistakes, why your advisory firm’s culture matters and red flags that may cause you to lose prospects.

Fresh Perspectives on Your Business, Longevity Planning and Social Post Inspiration

Kristan Wojnar, RCC™ | Jun 14, 2021

Our subject matters for this week concentrate on new ideas for your advisory business, longevity planning and inspiration for social media posts.

Great Reads, Social Media Impressions and Working with Adult Children of Deceased Clients

Kristan Wojnar, RCC™ | Jun 07, 2021

Our must-read pieces for this week look at great advisor books, how impressions work on social media and insight on working with adult children after a parental death.

Sending Video Messages, Your Most Valuable Clients and Maximizing Your Time

Kristan Wojnar, RCC™ | May 31, 2021

Maximizing your time and being efficient in your business are keys to every advisor's success.

Justifying Your Fees, Landing Local Media Interviews and Road Mapping Your Business Goals

Kristan Wojnar, RCC™ | May 25, 2021

The latest and greatest practice management ideas for this week are demonstrating value to justify your fees, getting local media interviews and outlining your yearly goals and objectives.

Your Acquisition Trail, Making Your Advice Easy to Implement and Outsourcing Your Marketing

Kristan Wojnar, RCC™ | May 17, 2021

This week we are tackling the topics of acquiring ideal clients, how to make your advice easy to follow and ways to outsource your marketing.

Generating Referrals, Capitalizing on a Common Throwaway Question and the Benefits of Retargeting

Kristan Wojnar, RCC™ | May 10, 2021

In this week’s edition, we are gaining insight into generating referrals, making the most from a frequent throwaway question and retargeting in advertising.

Relentless Prospecting, LinkedIn Habits to Break and Publishing Fees on Your Site

Kristan Wojnar, RCC™ | May 03, 2021

We are engaging in the practice management areas of client acquisition, social media habits to lose and publishing your fees.

Converting Leads from Social Media, Minimizing Referral Risk and Strong Team Communication

Kristan Wojnar, RCC™ | Apr 26, 2021

Our topics for this week center around lead conversion and social media, minimizing referral risk and strong team communication.

Top Advisor Websites, the Power of Telling Stories and Using Social Proof in Your Marketing

Kristan Wojnar, RCC™ | Apr 19, 2021

This week, we are delving into the subjects of top advisor websites, the power of storytelling and defining social proof.

Minding Virtual Nonverbal Cues, Getting Blogs to Pop up in Searches and Vital Website Elements

Kristan Wojnar, RCC™ | Apr 12, 2021

We are exploring the topics of virtual nonverbal communication, getting your blogs to show up in searches and components your website might be missing.

Clues to Uncover Client Assets: Accounting Partners and the Form 1040

Wayne Anderman, CFP® MBA | Apr 05, 2021

Building relationships with tax professionals and getting familiar with opportunities on the Form 1040 only serves to benefit your clients.

A Clear Business Plan, the Power of Your Spheres of Influence and Step-by-Step Blogging

Kristan Wojnar, RCC™ | Mar 29, 2021

Our themes for this week focus on business planning, your spheres of influence and blogging.

Clickable Email Subject Lines, Lose this Word with Prospects and Digital Marketing Trends

Kristan Wojnar, RCC™ | Mar 22, 2021

We are exploring content this week focused on clickable email subject lines, one word to avoid with prospects and successful digital marketing trends.

Frequency of Fresh Website Content, COI Referrals and Communicating Your Value

Kristan Wojnar, RCC™ | Mar 15, 2021

This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.

Increasing Social Media Engagement, Growing Ideal Clients and Traits of Elite Advisors

Kristan Wojnar, RCC™ | Mar 08, 2021

Our practice management topics for this week center around social media engagement, growing your ideal client base and common traits of elite financial advisors.

Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves

Kristan Wojnar, RCC™ | Mar 01, 2021

We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.

Infographic Marketing, 3 Words with a Big Impact and Referral Source Reviews

Kristan Wojnar, RCC™ | Feb 22, 2021

This week we are diving into the subjects of infographics, words that can make a big difference and referral source reviews.

Successful Blogging, Story Selling and Authentic Marketing

Kristan Wojnar, RCC™ | Feb 15, 2021

We are tackling the topics of blogging, story selling and advisor authenticity this week.

Using Hashtags, Scaling Your Business and Tiny Habits to Build Your Business

Kristan Wojnar, RCC™ | Feb 08, 2021

Our subject matters for this week include successful use of hashtags, scaling your advisory business and how small changes can impact your overall business.

Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters

Kristan Wojnar, RCC™ | Feb 01, 2021

We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.

Supercharging Your Marketing Efforts in 2021

Kristan Wojnar, RCC™ | Jan 25, 2021

This week we are completely focused on your marketing strategies and tactics.

A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors

Kristan Wojnar, RCC™ | Jan 18, 2021

This week we are tackling the practice management topics of a client-centric approach, your ideal number of clients and making the most out of your meetings with female investors.

A Positive Mindset, Being a Great Advisor and the 2021 Advisor Landscape

Kristan Wojnar, RCC™ | Jan 11, 2021

As we ring in 2021, we are keeping it positive.

Virtual Events, Building Your Centers of Influence and Gaining Client Feedback

Kristan Wojnar, RCC™ | Jan 04, 2021

As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.

Prospecting, Podcasting and Using an Online Appointment Scheduler to Maximize Business

Kristan Wojnar, RCC™ | Dec 28, 2020

We are tackling the topics of prospecting, podcasting and using an online appointment scheduler this week.

Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition

Kristan Wojnar, RCC™ | Dec 21, 2020

Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.

Effective Use of Lead Services, Managing Emotional Clients and an Advisor Website Checklist

Kristan Wojnar, RCC™ | Dec 14, 2020

This week we are diving into the topics of effective use of lead services, managing emotional clients and advisor website launch to-dos.

2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations

Kristan Wojnar, RCC™ | Dec 07, 2020

Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.

Writing Clickable Subject Lines, What Millennials Want and Standing Out on Social Media

Kristan Wojnar, RCC™ | Nov 30, 2020

This week, we are looking at the subjects of clickable subject lines and what millennials want from their advisors

Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls

Kristan Wojnar, RCC™ | Nov 23, 2020

This week we are tackling the subjects of financial services industry jargon and digital first impressions.

The Rise of Using Video Content and Maximizing It To See Results in Your Business

Kristan Wojnar, RCC™ | Nov 16, 2020

This week, our content focuses around using the power of video.

Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients

Kristan Wojnar, RCC™ | Nov 09, 2020

This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.

Timely Tips: Following Up, Virtual Prospecting and Building an Online Presence

Kristan Wojnar, RCC™ | Nov 03, 2020

Our timely practice management tips for this week focus on following up, virtual prospecting and building your online presence.

Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors

Kristan Wojnar, RCC™ | Oct 19, 2020

We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.

Nailing Video Calls, Clients Who Avoid Digital Engagement, and Snackable Content

Kristan Wojnar, RCC™ | Oct 12, 2020

It’s a sign of the times – this week we are looking at all things digital.

Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips

Kristan Wojnar, RCC™ | Sep 29, 2020

We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.

Webinar Topics, Finding Balance and Building Your Brand

Kristan Wojnar, RCC™ | Sep 21, 2020

We are tackling the topics of choosing the right webinar topic, finding balance in your business and building your advisory practice brand.

Clients That Don’t Refer, Using Instagram, and Setting Client Expectations

Kristan Wojnar, RCC™ | Sep 14, 2020

This week we have three different, but fantastic, pieces to dive into.

Social Distancing Marketing Best Practices, High Quality Prospects and Moving Clients Forward

Kristan Wojnar, RCC™ | Sep 07, 2020

This week we are looking at the subjects of social distancing marketing, increasing quality prospects and helping clients to move forward.

Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes

Kristan Wojnar, RCC™ | Aug 31, 2020

We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.

Back-to-School Support, Consistent Marketing Efforts and Avoiding Burnout

Kristan Wojnar, RCC™ | Aug 24, 2020

Let’s dig into the topics of back-to-school support during COVID-19, jumpstarting your marketing and avoiding advisor burnout.

Remote Soft Skills, Video Calls and Emotions in Uncertain Times

Kristan Wojnar, RCC™ | Aug 17, 2020

We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.

Your Homepage Formula, Building your Capacity and Client Retention

Kristan Wojnar, RCC™ | Aug 10, 2020

This week we are diving into the topics of what elements should be on your homepage, building capacity and client retention.

Virtual Tools, Valuable Lessons and Improving Your Business

Kristan Wojnar, RCC™ | Jul 27, 2020

This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.

Managing Stress, Client Reviews and Marketing Tactics

Kristan Wojnar, RCC™ | Jul 20, 2020

We are jumping into three different but timely topics this week.

Special Needs Financial Planning, Goal Setting and Blogging

Kristan Wojnar, RCC™ | Jul 13, 2020

This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.

Virtual Event Prospecting, Generating Leads and Managing Fear

Kristan Wojnar, RCC™ | Jul 06, 2020

This week we explore the topics of prospecting through virtual events, low-cost lead generation and managing fear in uncertain times.

Simplifying your Business, Implementing Processes and the Advisor of the Future

Kristan Wojnar, RCC™ | Jun 22, 2020

This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.

Longevity Planning, Staying Relevant and Keeping a Healthy Mindset

Kristan Wojnar, RCC™ | Jun 22, 2020

This week, we are tackling the subjects of longevity planning, staying relevant and keeping a positive mindset through the COVID-19 crisis.

Summer Quarantine Reading, Acquiring Clients through Webinars and Growing Your Team

Kristan Wojnar, RCC™ | Jun 08, 2020

Let’s take a look this week at the subjects of quarantine best reads, mastering client acquisition through conducting online webinars and leveraging your team.

Client Reviews, Creating a Digital Storefront and a YouTube Guide for Advisors

Kristan Wojnar, RCC™ | Jun 08, 2020

This week we are looking at three different topics that are all important to your advisory practice right now.

Successful Client Communication

Kristan Wojnar, RCC™ | May 25, 2020

We are focusing on the theme of communication this week.

Client Reassurance, Reopening Your Office and Virtual Meeting Etiquette

Kristan Wojnar, RCC™ | May 25, 2020

This week, we are looking at the topics of reassuring clients during the COVID-19 crisis.

Client Connection, Virtual Communication and Mastering Business Skills

Kristan Wojnar, RCC™ | May 11, 2020

This week we are looking at client connection and virtual communication best practices.

Evolving, Delegating and Connecting

Kristan Wojnar, RCC™ | May 11, 2020

This week we are focusing on how advisory practices are changing during the COVID crisis.

Prospecting and Marketing in Turbulent Times

Kristan Wojnar, RCC™ | Apr 27, 2020

This week we are focused on the topics of prospecting and marketing.

Creating Client Trust

Kristan Wojnar, RCC™ | Apr 27, 2020

This week we are focusing on the subject of creating client trust.

Thriving Through the COVID-19 Crisis

Kristan Wojnar, RCC™ | Apr 13, 2020

This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.

Succeeding Through the Coronavirus Pandemic

Kristan Wojnar, RCC™ | Apr 13, 2020

We are focusing on pieces this week to succeed through the Coronavirus pandemic.

Building Your LinkedIn Presence

Kristan Wojnar, RCC™ | Mar 24, 2020

Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.

The Indispensable Advisor

Kristan Wojnar, RCC™ | Mar 23, 2020

Read ahead to learn how to become the go-to financial advisor to your clients and prospects

3 Must Read Pieces for Practice Management: March 10

Kristan Wojnar, RCC™ | Mar 10, 2020

First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.

3 Must-Read Pieces for Practice Management: March 9 Edition

Kristan Wojnar, RCC™ | Mar 09, 2020

Is your website worthless? Check out this article that can help you identify flaws in your website.

A Fresh Perspective on Branding

Kristan Wojnar, RCC™ | Feb 25, 2020

Building your brand is not just a fad. Revisiting and refining your brand is paramount.

Your Social Strategy

Kristan Wojnar, RCC™ | Feb 24, 2020

Not so long ago a social strategy used to be just a “nice-to-have” marketing strategy, but fast forward to the present and it has quickly become a “need-to-have” strategy.

3 Must Read Pieces for Practice Management: February 11

Kristan Wojnar, RCC™ | Feb 11, 2020

This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.

3 Must-Read Pieces for Practice Management: February 10 Edition

Kristan Wojnar, RCC™ | Feb 10, 2020

Wish your brand could go viral? This quick read suggests 3 ways to get your business brand to stand out.

Gaining While Failing in Your Practice

Kristan Wojnar, RCC™ | Jan 27, 2020

Your biggest mistakes can also bring you the biggest gains in your business. Check this article to learn more.

3 Must Read Pieces for Practice Management: January 13

Kristan Wojnar, RCC™ | Jan 13, 2020

Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.

3 Must-Read Pieces for Practice Management: January 13 Edition

Kristan Wojnar, RCC™ | Jan 13, 2020

Check out our latest update on the three must-read pieces for practice management.

Crossing the Generations

Kristan Wojnar, RCC™ | Nov 25, 2019

Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.

Managing Difficult Clients

Kristan Wojnar, RCC™ | Nov 25, 2019

Check out this article to learn more about skills needed to deal with clients who are hard to manage.

3 Must-Read Pieces for Practice Management: November 12 Edition

Kristan Wojnar, RCC™ | Nov 12, 2019

We are discussing branding and hiring tips in this edition

3 Must-Read Pieces for Practice Management: November 11 Edition

Kristan Wojnar, RCC™ | Nov 11, 2019

Check out our latest update on the three must-read pieces for practice management.

Got Empathy?

Kristan Wojnar, RCC™ | Oct 29, 2019

The Power of the Empathetic Advisor

Maximizing Your Assistant to Achieve Your Ultimate Productivity

Kristan Wojnar, RCC™ | Oct 28, 2019

Partner with your assistant to gain the most productive results in your business.

3 Must-Read Pieces for Practice Management: October 15 Edition

Kristan Wojnar, RCC™ | Oct 15, 2019

Social media and websites are on our radar for this week.

3 Must-Read Pieces for Practice Management: October 14 Edition

Kristan Wojnar, RCC™ | Oct 14, 2019

Check out our latest update on the three must-read pieces for practice management.

Dream or Reality: Achieving Work-Life Balance as an Advisor

Kristan Wojnar, RCC™ | Sep 30, 2019

The intricate balance of professional and personal life as a financial advisor.

Making a Meaningful Difference: Increasing Financial Literacy

Kristan Wojnar, RCC™ | Sep 30, 2019

Read this article to know how advisors can significantly impact the growing financial literacy problem

3 Must-Read Pieces for Practice Management: September 16 Edition

Kristan Wojnar, RCC™ | Sep 16, 2019

This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients.

3 Must-Read Pieces for Practice Management: September 16 Edition

Kristan Wojnar, RCC™ | Sep 16, 2019

Check out our latest update on the 3 must-read pieces of this month.

Engaging in Meaningful Client Conversations

Kristan Wojnar, RCC™ | Aug 26, 2019

Making every effort to engage in conversations that are truly meaningful is the gateway to getting results.

Becoming a Master Networker

Kristan Wojnar, RCC™ | Aug 26, 2019

Tips to mastering the essential skill of networking

3 Must-Read Pieces for Practice Management: August 12 Edition

Kristan Wojnar, RCC™ | Aug 12, 2019

We are diving into technology topics this week.

3 Must-Read Pieces for Practice Management: August 12 Edition

Kristan Wojnar, RCC™ | Aug 12, 2019

Every month, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.

What Clients Want: The Rise of the Cyborg Advisor

Kristan Wojnar, RCC™ | Jul 29, 2019

The hybrid model pairs the ease of the algorithm platform with the element of human interaction.

Listening with Intent to Your Clients

Kristan Wojnar, RCC™ | Jul 29, 2019

If we are honest, we all can work on being better listeners when it comes to both our personal and professional lives.

3 Must-Read Pieces for Practice Management: July 15 Edition

Kristan Wojnar, RCC™ | Jul 15, 2019

This week we are looking at the subjects of digital marketing, succeeding with your female clients and prospects.

3 Must-Read Pieces for Practice Management: July 15 Edition

Kristan Wojnar, RCC™ | Jul 15, 2019

This week we are looking at three pieces focused on your social media practices. Our first piece looks at optimizing your LinkedIn headline.

Vlogging For Financial Advisors

Kristan Wojnar, RCC™ | Jul 02, 2019

The average person spends 88% more time on a website that has video.

Creating a Client Advisory Board for Your Business

Kristan Wojnar, RCC™ | Jul 01, 2019

Establishing a client advisory board provides numerous benefits, including helping to ensure your marketing strategy is on track.

3 Must-Read Pieces for Practice Management: June 17 Edition

Kristan Wojnar, RCC™ | Jun 17, 2019

Check out our latest update on the must-read pieces.

3 Must-Read Pieces for Practice Management: June 17 Edition

Kristan Wojnar, RCC™ | Jun 17, 2019

Check out our latest update on the 3 must-read pieces.

Helping Grieving Clients

Kristan Wojnar, RCC™ | May 27, 2019

Helping clients who are grieving just might be one of the single biggest challenges with which financial advisors are confronted.

Truth Talk: Myths About Millennials

Kristan Wojnar, RCC™ | May 27, 2019

The millennial generation, also called Generation Y or Gen Y, is perhaps the most highly researched and highly talked about generation in all of history.

3 Must-Read Pieces for Practice Management: May 20 Edition

Kristan Wojnar, RCC™ | May 20, 2019

We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week.

3 Must-Read Pieces for Practice Management: May 20 Edition

Kristan Wojnar, RCC™ | May 20, 2019

This week we are exploring the topics of fully engaging your clients, knowing your audience and tips for business cards.

Training and Investing in Your Staff

Kristan Wojnar, RCC™ | May 13, 2019

What’s the secret to having an amazing and loyal staff? Invest in their ongoing development.

Serving Your Clients Who Are Caregivers

Kristan Wojnar, RCC™ | May 13, 2019

Being a caregiver is extremely stressful. It weighs heavily not only on the caregiver’s finances, but also their career.

3 Must-Read Pieces for Practice Management: May 6 Edition

Kristan Wojnar, RCC™ | May 06, 2019

Check out the latest edition of the three must read pieces.

3 Must-Read Pieces for Practice Management: May 6 Edition

Kristan Wojnar, RCC™ | May 06, 2019

Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.

The Biggest Hurdles Financial Advisors Face

Kristan Wojnar, RCC™ | Apr 29, 2019

Financial advisors face tough challenges on a daily basis. At times, the hurdles may seem overwhelmingly hard to manage.

Helping Clients Navigate Divorce

Kristan Wojnar, RCC™ | Apr 29, 2019

Unfortunately, it is well known that more than half of all marriages do not “live happily ever after.”

3 Must-Read Pieces for Practice Management: April 22 Edition

Kristan Wojnar, RCC™ | Apr 22, 2019

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

3 Must-Read Pieces for Practice Management: April 22 Edition

Kristan Wojnar, RCC™ | Apr 22, 2019

Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.

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

Kristan Wojnar, RCC™ | Apr 15, 2019

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.

Revisiting Your Value Proposition

Kristan Wojnar, RCC™ | Apr 15, 2019

Ask yourself honestly, when was the last time you revisited your unique value proposition?

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

Kristan Wojnar, RCC™ | Apr 08, 2019

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

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

Kristan Wojnar, RCC™ | Apr 08, 2019

Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.

The Importance of Connecting Emotionally With Your Clients and Prospects

Kristan Wojnar, RCC™ | Apr 01, 2019

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

What Separates Successful Advisors From the Rest?

Kristan Wojnar, RCC™ | Apr 01, 2019

The more you learn, the more you earn. These words of wisdom come from the great Warren Buffet.

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

Kristan Wojnar, RCC™ | Mar 26, 2019

This week we are looking at the topics of website design, website homepages and marketing to women.

3 Must-Read Pieces for Practice Management: March 25 Edition

Kristan Wojnar, RCC™ | Mar 25, 2019

We are looking at the topics of mastering LinkedIn, what makes wealthy clients search for an advisor and tips for successful drip marketing campaigns.

Becoming More Referable

Kristan Wojnar, RCC™ | Mar 19, 2019

Asking for client referrals likely isn’t your favorite part of your job. Am I right? Read along to explore ways to become more referable.

How to Deliver Bad News to a Client

Kristan Wojnar, RCC™ | Mar 19, 2019

Check out this piece to know how you can approach a potentially touchy territory with clients when both market highs and lows are part of the investing journey.

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

Kristan Wojnar, RCC™ | Mar 18, 2019

Check out the three must read pieces for practice management for this week.

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

Kristan Wojnar, RCC™ | Mar 18, 2019

Check out the three must read practice management pieces for this week.