Virtual Tools, Valuable Lessons and Improving Your Business
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
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
Virtual Tools, Valuable Lessons and Improving Your Business
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
Special Needs Financial Planning, Goal Setting and Blogging
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
Special Needs Financial Planning, Goal Setting and Blogging
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
Simplifying your Business, Implementing Processes and the 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.
Simplifying your Business, Implementing Processes and the 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.
Summer Quarantine Reading, Acquiring Clients through Webinars and Growing 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.
Summer Quarantine Reading, Acquiring Clients through Webinars and Growing 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.
Successful Client Communication
We are focusing on the theme of communication this week.
Successful Client Communication
We are focusing on the theme of communication this week.
Client Connection, Virtual Communication and Mastering Business Skills
This week we are looking at client connection and virtual communication best practices.
Client Connection, Virtual Communication and Mastering Business Skills
This week we are looking at client connection and virtual communication best practices.
Prospecting and Marketing in Turbulent Times
This week we are focused on the topics of prospecting and marketing.
Prospecting and Marketing in Turbulent Times
This week we are focused on the topics of prospecting and marketing.
Thriving Through the COVID-19 Crisis
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
Thriving Through the COVID-19 Crisis
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
Building Your LinkedIn Presence
Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.
Building Your LinkedIn Presence
Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.
3 Must Read Pieces for Practice Management: March 10
First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.
3 Must Read Pieces for Practice Management: March 10
First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.
A Fresh Perspective on Branding
Building your brand is not just a fad. Revisiting and refining your brand is paramount.
A Fresh Perspective on Branding
Building your brand is not just a fad. Revisiting and refining your brand is paramount.
3 Must Read Pieces for Practice Management: February 11
This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.
3 Must Read Pieces for Practice Management: February 11
This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.
Finding Your Joy: Why it is Great to be an Advisor in 2020
Focusing on the positive brings energy and inspiration to your business
Finding Your Joy: Why it is Great to be an Advisor in 2020
Focusing on the positive brings energy and inspiration to your business
3 Must Read Pieces for Practice Management: January 13
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.
3 Must Read Pieces for Practice Management: January 13
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.
Crossing the Generations
Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.
Crossing the Generations
Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.
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