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Kristan Wojnar, RCC™

Kristan Wojnar, RCC™

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™


build strong client relationshipsbuild strong client relationships

Practice Management

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


Training you team

Practice Management

Training and Investing in Your Staff


social media strategy

Practice Management

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


Hurdles for financial advisors

Practice Management

The Biggest Hurdles Financial Advisors Face


practice management april 22

Practice Management

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


children of wealthy clients

Practice Management

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


advisor social media

Practice Management

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


connecting with clients

Practice Management

The Importance of Connecting Emotionally With Your Clients and Prospects


advisor practice march 26

Practice Management

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


getting referrals

Practice Management

Becoming More Referable


content strategy

Practice Management

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