
Practice Management
Crossing the Generations
Financial advisors that are successful with younger clients truly succeed with them because...
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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.
Practice Management
Financial advisors that are successful with younger clients truly succeed with them because...
Practice Management
We are discussing branding and hiring tips in this edition
Practice Management
Social media and websites are on our radar for this week.
News
Total long-term mutual funds saw net cash outflows of around $1.5 billion for...
Practice Management
The intricate balance of professional and personal life as a financial advisor.
Practice Management
This week we are tackling the topics of becoming memorable, decoding nonverbal cues...
Practice Management
Making every effort to engage in conversations that are truly meaningful is the...
Practice Management
We are diving into technology topics this week.
Practice Management
The hybrid model pairs the ease of the algorithm platform with the element...
Practice Management
This week we are looking at the subjects of digital marketing, succeeding with...
Practice Management
The average person spends 88% more time on a website that has video.
Practice Management
Check out our latest update on the must-read pieces.
Practice Management
Helping clients who are grieving just might be one of the single biggest...
Practice Management
We are concentrating on the topics of the power of process, upgrading your...
Practice Management
What’s the secret to having an amazing and loyal staff? Invest in their...
Practice Management
Check out the latest edition of the three must read pieces.
Practice Management
Financial advisors face tough challenges on a daily basis. At times, the hurdles...
Practice Management
Every two weeks, we bring you a curated list of articles hand-picked by...
Practice Management
Chances are high that you don’t know the children of your wealthy clients...
Practice Management
Every two weeks, we bring you a curated list of articles hand-picked by...
Practice Management
Making an emotional connection with your clients and prospects is both vital to...
Practice Management
This week we are looking at the topics of website design, website homepages...
Practice Management
Asking for client referrals likely isn’t your favorite part of your job. Am...
Practice Management
Check out the three must read pieces for practice management for this week.
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Portfolio Management