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
Best Practices for Effective Center of Influence Marketing
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Utilizing Active Listening, Mastering LinkedIn Creator Mode and Embracing AI
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Prospect Meetings, Unsolicited Referrals and Authentic Advocates
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Generational Finance Views, Strong Branding, and Measuring your Marketing
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Using Client Advisory Boards to Enhance Your Practice
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Client Testimonials, Discussing Elder Care and Tweaking Your Voicemails for Better Results
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Catapult Your Business Through Strong Branding
Your brand is the most important investment you can make in your advisory...
Creating and Implementing Blog Content, Email Content and Pillar Content to Build your Practice
We are hyper-focused on one topic this week, and it is content.
Referral Strategies to Amplify your Practice
This week, we are drilling down on the subject of referrals.
Great Questions Advisors Ask, Breaking Unproductive Habits and Profit Increase Strategy Mistakes
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Marketing Checklist for Success, Powerful Discovery Meeting Questions and Behavioral Science Website Tips
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Marketing to Women, Increasing Webinar Attendance, and Purposeful Marketing
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Serving and Supporting Aging Clients
This week we are focusing on serving a very important segment of your...
Trackable Habits, Navigating Stress as an Advisor, and Customized Content
We are kicking off 2024 strong with three great reads.