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
Hosting Successful Hybrid Events, The Cons of Outsourced Marketing and Building a High Performing Team
Our three themes for this week center around successful hybrid events, why you...
Your Referral Process, Connecting with Alpha Executives and the Power of a Prospecting Script
Our practice management themes for this week touch on your referral process, how...
Women’s Event Strategies, Marketing Performance Indicators and Holiday Ideas
We are dialing into the topics of women’s events, marketing performance metrics and...
The Urgent Problem You Solve, Creating an Advisory Board and The First 90 Days
This week we are tackling the topics of identifying the urgent problem you...
Successful Niche Markets, Old School Marketing and Mastering Personal Introductions
Running low on practice management ideas? Then look no further. First up we...
The Downfall of Free Services, Awesome Back to School Tips and Asking One Simple Question
Let’s dive into the topics of free services, back to school and a...
How Women Choose Their Advisors, Content Writing Tips and Handling Investor Anxiety
We are kicking off September with three timely business-building topics. Our first piece...
Intimate Client Events, Referral Marketing Tactics and Drip Campaigns
Need some new practice management ideas? Then look no further.
Effectively Delegating, A New Service Model and Maximizing Your Content Distribution
This week we are looking at three different – but extremely relevant –...
The Power of Process, Your Ideal Number of Clients and Engaging Email Newsletters
This week, we are tackling the practice management topics of creating processes, your...
Creating Video Testimonials, Creative Social Media Posts and Demonstrating Your Value
The dog days of summer are in full swing, and we are heating...
Blogging Mistakes, the Importance of Firm Culture and Avoiding Red Flags in Prospecting
This week we are focusing on blogging mistakes, why your advisory firm’s culture...
Great Reads, Social Media Impressions and Working with Adult Children of Deceased Clients
Our must-read pieces for this week look at great advisor books, how impressions...
Justifying Your Fees, Landing Local Media Interviews and Road Mapping Your Business Goals
The latest and greatest practice management ideas for this week are demonstrating value...
Generating Referrals, Capitalizing on a Common Throwaway Question and the Benefits of Retargeting
In this week’s edition, we are gaining insight into generating referrals, making the...