Inbound Marketing Costs, Key Marketing Moves for Advisors and 2023 Business Goals
We are ringing in the new year with marketing and goal-based content.
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
Inbound Marketing Costs, Key Marketing Moves for Advisors and 2023 Business Goals
We are ringing in the new year with marketing and goal-based content.
Hot Webinar Topics, Communicating How You Help Clients and Content Marketing Pitfalls
We are digging into the subjects of webinar topics, communicating your value and reasons your content marketing may be falling short.
Hot Webinar Topics, Communicating How You Help Clients and Content Marketing Pitfalls
We are digging into the subjects of webinar topics, communicating your value and reasons your content marketing may be falling short.
Growing Your Centers of Influence, Effective Marketing Strategies and Growing Your Business in Tough Times
As we approach the holidays, let’s take a hard look at three important subject matters.
Growing Your Centers of Influence, Effective Marketing Strategies and Growing Your Business in Tough Times
As we approach the holidays, let’s take a hard look at three important subject matters.
The Importance of Your Marketing Funnel, The Phases of Retirement and Measuring Your Digital Marketing
Our business building ideas for the week center around filling your marketing funnel, the phases of retirement, and digital marketing measurements.
The Importance of Your Marketing Funnel, The Phases of Retirement and Measuring Your Digital Marketing
Our business building ideas for the week center around filling your marketing funnel, the phases of retirement, and digital marketing measurements.
Elevating Your Communications, Fee Transparency and Marketing Tactics to Avoid
Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.
Elevating Your Communications, Fee Transparency and Marketing Tactics to Avoid
Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.
Marketing for Introverted Advisors, Increasing Your Website Traffic and the Power of Internal Linking
This week our focus is around marketing
Marketing for Introverted Advisors, Increasing Your Website Traffic and the Power of Internal Linking
This week our focus is around marketing
Must Haves to Sell Your Practice, Balancing Visuals with Messaging and Video Marketing Tips
This week we are tackling the topics of selling your advisory firm, tips for the best way to balance visuals with content, and video marketing.
Must Haves to Sell Your Practice, Balancing Visuals with Messaging and Video Marketing Tips
This week we are tackling the topics of selling your advisory firm, tips for the best way to balance visuals with content, and video marketing.
Surveying Your Clients, How the Brain Is Affected by Inflation and Digital Marketing Strategies
Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.
Surveying Your Clients, How the Brain Is Affected by Inflation and Digital Marketing Strategies
Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.
Scaling Your Practice, Selecting Strong Images and Getting Clients to Call you Back
We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.
Scaling Your Practice, Selecting Strong Images and Getting Clients to Call you Back
We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.
Increasing Referrals During Volatility, Blog Topics, and Understanding Client Expectations
We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.
Increasing Referrals During Volatility, Blog Topics, and Understanding Client Expectations
We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.
Creating a Marketing Plan, the Value of Your Advice and Sticking to Your Process
Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.
Creating a Marketing Plan, the Value of Your Advice and Sticking to Your Process
Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.
Helping Clients With Philanthropic Wishes, Blog Post Lengths and Staying Visible During Volatility
We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.
Helping Clients With Philanthropic Wishes, Blog Post Lengths and Staying Visible During Volatility
We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.
Controlling Conversations, The Value You Offer Clients and Communicating your Value Proposition
Our practice management subjects are sizzling hot this week.
Controlling Conversations, The Value You Offer Clients and Communicating your Value Proposition
Our practice management subjects are sizzling hot this week.
Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies
We are focusing on three powerful themes this week.
Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies
We are focusing on three powerful themes this week.
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