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.
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.
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
This week we have three different, but fantastic, pieces to dive into.
This week we have three different, but fantastic, pieces to dive into.
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.
This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.
Let’s take a look this week at the subjects of quarantine best reads, mastering client acquisition through conducting online webinars and leveraging your team.
Let’s take a look this week at the subjects of quarantine best reads, mastering client acquisition through conducting online webinars and leveraging your team.
We are focusing on the theme of communication this week.
We are focusing on the theme of communication this week.
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Kristan Wojnar, RCC™
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