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.
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
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.
Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
This week we have three different, but fantastic, pieces to dive into.
Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
This week we have three different, but fantastic, pieces to dive into.
Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
Remote Soft Skills, Video Calls and Emotions in Uncertain Times
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
Remote Soft Skills, Video Calls and Emotions in Uncertain Times
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
Virtual Tools, Valuable Lessons and Improving Your Business
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
Virtual Tools, Valuable Lessons and Improving Your Business
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
Special Needs Financial Planning, Goal Setting and Blogging
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
Special Needs Financial Planning, Goal Setting and Blogging
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
Simplifying your Business, Implementing Processes and the Advisor of the Future
This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.
Simplifying your Business, Implementing Processes and the Advisor of the Future
This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.
Summer Quarantine Reading, Acquiring Clients through Webinars and Growing Your Team
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.
Summer Quarantine Reading, Acquiring Clients through Webinars and Growing Your Team
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.
Successful Client Communication
We are focusing on the theme of communication this week.
Successful Client Communication
We are focusing on the theme of communication this week.
Client Connection, Virtual Communication and Mastering Business Skills
This week we are looking at client connection and virtual communication best practices.
Client Connection, Virtual Communication and Mastering Business Skills
This week we are looking at client connection and virtual communication best practices.
Prospecting and Marketing in Turbulent Times
This week we are focused on the topics of prospecting and marketing.
Prospecting and Marketing in Turbulent Times
This week we are focused on the topics of prospecting and marketing.
Thriving Through the COVID-19 Crisis
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
Thriving Through the COVID-19 Crisis
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
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