Embracing Aging, Retirement and Longevity Planning
Our focus for this week is all-in on aging, as well as the complexities and emotions that accompany it.
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 [email protected].
Recent Content By
Embracing Aging, Retirement and Longevity Planning
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
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.”
Becoming a Multi-Gen Family Advisor, Preparing Your Brand for AI and Embracing the Grey Zone
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
This week we are drilling down on the topic of identifying a niche and capitalizing on niche marketing.
The Power of Niche Marketing
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
We are kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan.
Client Feedback, Taboo Money Talk and Your Marketing Plan
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
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.
Building Your Capability Deck, When It’s Time to Hire and the Great Wealth Transfer
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.
The Power of Storytelling in Your Advisory Practice
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
The Power of Storytelling in Your Advisory Practice
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
The Power of Scripting
Well-written, repeatable scripts help you to communicate with clients and prospects more effectively
The Power of Scripting
Well-written, repeatable scripts help you to communicate with clients and prospects more effectively
Elevating Your Social Media IQ and Tactics
The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts.
Elevating Your Social Media IQ and Tactics
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
Looking to improve your video marketing capabilities this summer?
Strengthening Your Video Marketing Strategies and Skills
Looking to improve your video marketing capabilities this summer?
Amping Up Your Google Business Profile, Time Management Skills, and Referral Strategies
Want to up your game when it comes to your Google business profile, time management skills, and referrals?
Amping Up Your Google Business Profile, Time Management Skills, and Referral Strategies
Want to up your game when it comes to your Google business profile, time management skills, and referrals?
Developing Your Logo, Taking the Guesswork Out of Prospecting and Understanding Personality Types
This week we are focused on logos, prospecting and understanding your clients’ personalities.
Developing Your Logo, Taking the Guesswork Out of Prospecting and Understanding Personality Types
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
We are exploring three very different but important topics this week.
Using Social Proof, Improving your Podcast Hosting Skills and Supporting your Caregiver Clients
We are exploring three very different but important topics this week.
Asking for Business, Value Propositions and Phrases to Drop
We are looking at the subjects of asking for the order, value propositions and words to lose this week.
Asking for Business, Value Propositions and Phrases to Drop
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
Our practice management themes for this week are podcasting, testimonials and strategies to build your practice.
Starting a Podcast, Creating Video Testimonials and Elevating Your Practice
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
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
Utilizing Conversational Marketing, Top Podcasts and Successful Networking Tips
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
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