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 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.
As we close out the first quarter, we are digging into the topics of blogging mistakes, measuring profitability, and growing your business.
As we close out the first quarter, we are digging into the topics of blogging mistakes, measuring profitability, and growing your business.
This week we are touching on the topics of utilizing video messaging, ways to show you care and top conferences for this year.
This week we are touching on the topics of utilizing video messaging, ways to show you care and top conferences for this year.
Our trending topics for this week are gaining new referrals through client stories, what to say in your videos and communicating your fees.
Our trending topics for this week are gaining new referrals through client stories, what to say in your videos and communicating your fees.
Let’s dive into three powerful practice management topics this week.
Let’s dive into three powerful practice management topics this week.
This week we are exploring the subjects of marketing ideas, content production and compliance tips for writers.
This week we are exploring the subjects of marketing ideas, content production and compliance tips for writers.
This week we are tackling the topics of reading body language, enlisting help from the gatekeeper, and raising your fees.
This week we are tackling the topics of reading body language, enlisting help from the gatekeeper, and raising your fees.
We are closing out 2021 strong and exploring the topics of becoming a top advisor, saving time on internet passwords and ways to convert prospects.
We are closing out 2021 strong and exploring the topics of becoming a top advisor, saving time on internet passwords and ways to convert prospects.
We are diving into the topics of staying emotionally neutral, obtaining referrals from your social media content, and helping clients with their philanthropic wishes.
We are diving into the topics of staying emotionally neutral, obtaining referrals from your social media content, and helping clients with their philanthropic wishes.
This week we are looking at efficiency, technology and choosing your niche.
This week we are looking at efficiency, technology and choosing your niche.
Let’s take a look at three different, but essential practice management topics this week.
Let’s take a look at three different, but essential practice management topics 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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