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].
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors
This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors
As we kick off second quarter, let’s dive into the subjects of using powerful questions to understand your clients, why marketing is critical right now and creating meaningful content.
As we kick off second quarter, let’s dive into the subjects of using powerful questions to understand your clients, why marketing is critical right now and creating meaningful content.
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
Our topics for this week are concentrated on your website, marketing analytics and discovery meetings.
Our topics for this week are concentrated on your website, marketing analytics and discovery meetings.
This week we are exploring the subjects of building a top team, factors that impact loyalty, and proven business performance.
This week we are exploring the subjects of building a top team, factors that impact loyalty, and proven business performance.
Let’s examine the topics of your most valuable clients, standing out from your competitors and driving results in your business.
Let’s examine the topics of your most valuable clients, standing out from your competitors and driving results in your business.
Our practice management themes for this week center around content repurposing, anticipating your clients’ feelings and rebranding.
Our practice management themes for this week center around content repurposing, anticipating your clients’ feelings and rebranding.
This week, let’s focus on marketing and prospecting.
This week, let’s focus on marketing and prospecting.
We are digging into the themes of client loyalty, reassurance and prospect comebacks this week.
We are digging into the themes of client loyalty, reassurance and prospect comebacks this week.
This week we are tackling the topics of marketing to different generations, recruiting talent, and influencers for advisors to follow.
This week we are tackling the topics of marketing to different generations, recruiting talent, and influencers for advisors to follow.
Lights, camera, action! We are focused on video marketing this week.
Lights, camera, action! We are focused on video marketing this week.
Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions.
Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions.
We are focusing heavily on marketing this week.
We are focusing heavily on marketing this week.
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Aaron Levitt
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Tax-loss harvesting can enhance model portfolios by reducing tax liabilities and improving long-term...
Aaron Levitt
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Active ETFs offer investors a flexible, dynamic approach to navigate the heightened uncertainty...
Kristan Wojnar, RCC™
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Our focus for this week is all-in on aging, as well as the...
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