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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.

Recent Content By Kristan Wojnar, RCC™
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Practice Management

3 Must-Read Pieces for Practice Management: August 12 Edition

Every month, we bring you a curated list of must-read articles geared towards helping you grow...

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Practice Management

Listening with Intent to Your Clients

Are you a good listener? Let’s rephrase that. Are you a genuine listener that truly listens with...

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Practice Management

3 Must-Read Pieces for Practice Management: July 15 Edition

Every month, we bring you a curated list of must-read articles geared towards helping you grow...

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Practice Management

Creating a Client Advisory Board for Your Business

Striving for exceptional client service? Well, client feedback is crucial.

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Practice Management

3 Must-Read Pieces for Practice Management: June 17 Edition

Every month, we bring you a curated list of must-read articles geared towards helping you grow...

Millennials
Practice Management

Truth Talk: Myths About Millennials

The millennial generation, also called Generation Y or Gen Y, is perhaps the most highly...

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Practice Management

3 Must-Read Pieces for Practice Management: May 20 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

Caregiver
Practice Management

Serving Your Clients Who Are Caregivers

Being a caregiver is extremely stressful. It weighs heavily not only on the caregiver’s finances,...

Financial%20blog
Practice Management

3 Must-Read Pieces for Practice Management: May 6 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

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Practice Management

Helping Clients Navigate Divorce

Unfortunately, it is well known that more than half of all marriages do not “live happily ever...

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Practice Management

3 Must-Read Pieces for Practice Management: April 22 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

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Practice Management

Revisiting Your Value Proposition

While many advisors in the not so distant past did not invest the time to define their value...

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Practice Management

3 Must-Read Pieces for Practice Management: April 8 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

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Practice Management

What Separates Successful Advisors From the Rest?

Ever wonder which best practices truly separate the good financial advisors from the really great...

Practice%20management%20march%2025
Practice Management

3 Must-Read Pieces for Practice Management: March 25 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

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Practice Management

How to Deliver Bad News to a Client

It certainly isn’t a fun part of the job, but delivering bad news to clients is inevitable as a...

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Practice Management

3 Must-Read Pieces for Practice Management: March 18 Edition

Every two weeks, we bring you a curated list of must-read articles geared towards helping you...

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Hershey Co, Discover Financial Services and Expedia Group Increase Dividend

Each week, stocks, funds and REITs announce upcoming dividend payouts. Track how your portfolio’s...

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Johnson & Johnson, S&P Global and Equinix Go Ex-dividend This Week

There are many securities going ex-dividend this week starting Monday, August 19. For income...

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The Market Wrap for August 16: The Signs Start to Flash Red

This week, traders were faced with a continuing deterioration in the global economy. Worries in...