Fresh Perspectives on Your Business, Longevity Planning and Social Post Inspiration
Our subject matters for this week concentrate on new ideas for your advisory business, longevity planning and inspiration for social media posts.
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
Fresh Perspectives on Your Business, Longevity Planning and Social Post Inspiration
Our subject matters for this week concentrate on new ideas for your advisory business, longevity planning and inspiration for social media posts.
Sending Video Messages, Your Most Valuable Clients and Maximizing Your Time
Maximizing your time and being efficient in your business are keys to every advisor's success.
Sending Video Messages, Your Most Valuable Clients and Maximizing Your Time
Maximizing your time and being efficient in your business are keys to every advisor's success.
Your Acquisition Trail, Making Your Advice Easy to Implement and Outsourcing Your Marketing
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.
Your Acquisition Trail, Making Your Advice Easy to Implement and Outsourcing Your Marketing
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.
Relentless Prospecting, LinkedIn Habits to Break and Publishing Fees on Your Site
We are engaging in the practice management areas of client acquisition, social media habits to lose and publishing your fees.
Relentless Prospecting, LinkedIn Habits to Break and Publishing Fees on Your Site
We are engaging in the practice management areas of client acquisition, social media habits to lose and publishing your fees.
Top Advisor Websites, the Power of Telling Stories and Using Social Proof in Your Marketing
This week, we are delving into the subjects of top advisor websites, the power of storytelling and defining social proof.
Top Advisor Websites, the Power of Telling Stories and Using Social Proof in Your Marketing
This week, we are delving into the subjects of top advisor websites, the power of storytelling and defining social proof.
A Clear Business Plan, the Power of Your Spheres of Influence and Step-by-Step Blogging
Our themes for this week focus on business planning, your spheres of influence and blogging.
A Clear Business Plan, the Power of Your Spheres of Influence and Step-by-Step Blogging
Our themes for this week focus on business planning, your spheres of influence and blogging.
Frequency of Fresh Website Content, COI Referrals and Communicating Your Value
This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.
Frequency of Fresh Website Content, COI Referrals and Communicating Your Value
This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.
Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.
Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.
Successful Blogging, Story Selling and Authentic Marketing
We are tackling the topics of blogging, story selling and advisor authenticity this week.
Successful Blogging, Story Selling and Authentic Marketing
We are tackling the topics of blogging, story selling and advisor authenticity this week.
Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters
We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.
Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters
We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.
A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
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 Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
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.
Virtual Events, Building Your Centers of Influence and Gaining Client Feedback
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Virtual Events, Building Your Centers of Influence and Gaining Client Feedback
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
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