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.
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.
Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.
Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.
This week our focus is around marketing
This week our focus is around marketing
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.
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.
Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.
Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.
We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.
We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.
We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.
We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.
Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.
Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.
We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.
We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.
Our practice management subjects are sizzling hot this week.
Our practice management subjects are sizzling hot this week.
We are focusing on three powerful themes this week.
We are focusing on three powerful themes this week.
As we begin this week, we are examining the subjects of effective follow-up, using video in your marketing efforts, and making emotional connections with clients remotely.
As we begin this week, we are examining the subjects of effective follow-up, using video in your marketing efforts, and making emotional connections with clients remotely.
Our subjects for this week center around making decisions, whether to outsource your marketing and identifying ideal clients.
Our subjects for this week center around making decisions, whether to outsource your marketing and identifying ideal clients.
This week we are examining the topics of blocks that keep you from growing your business, networking group tips, and working with small clients.
This week we are examining the topics of blocks that keep you from growing your business, networking group tips, and working with small clients.
Special circumstances require specialized service and advice.
Special circumstances require specialized service and advice.
We are tackling the valuable topics of writing strong bios, earning clients as a trusted advisor, and creating meaningful client communication.
We are tackling the valuable topics of writing strong bios, earning clients as a trusted advisor, and creating meaningful client communication.
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