Frequency of Fresh Website Content, COI Referrals and Communicating Your Value
This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.
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
Frequency of Fresh Website Content, COI Referrals and Communicating Your Value
This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.
Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.
Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.
Successful Blogging, Story Selling and Authentic Marketing
We are tackling the topics of blogging, story selling and advisor authenticity this week.
Successful Blogging, Story Selling and Authentic Marketing
We are tackling the topics of blogging, story selling and advisor authenticity this week.
Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters
We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.
Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters
We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.
A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
This week we are tackling the practice management topics of a client-centric approach, your ideal number of clients and making the most out of your meetings with female investors.
A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
This week we are tackling the practice management topics of a client-centric approach, your ideal number of clients and making the most out of your meetings with female investors.
Virtual Events, Building Your Centers of Influence and Gaining Client Feedback
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Virtual Events, Building Your Centers of Influence and Gaining Client Feedback
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
This week we have three different, but fantastic, pieces to dive into.
Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
This week we have three different, but fantastic, pieces to dive into.
Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
Remote Soft Skills, Video Calls and Emotions in Uncertain Times
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
Remote Soft Skills, Video Calls and Emotions in Uncertain Times
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
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