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
Practice Management
3 Must-Read Pieces for Practice Management: February 10 Edition
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Practice Management
Gaining While Failing in Your Practice
Your biggest mistakes can also bring you the biggest gains in your business....
Practice Management
3 Must-Read Pieces for Practice Management: January 13 Edition
Check out our latest update on the three must-read pieces for practice management.
Practice Management
Managing Difficult Clients
Check out this article to learn more about skills needed to deal with...
Practice Management
3 Must-Read Pieces for Practice Management: November 11 Edition
Check out our latest update on the three must-read pieces for practice management.
Practice Management
Maximizing Your Assistant to Achieve Your Ultimate Productivity
Partner with your assistant to gain the most productive results in your business.
Practice Management
3 Must-Read Pieces for Practice Management: October 14 Edition
Check out our latest update on the three must-read pieces for practice management.
Practice Management
Making a Meaningful Difference: Increasing Financial Literacy
Read this article to know how advisors can significantly impact the growing financial...
Practice Management
3 Must-Read Pieces for Practice Management: September 16 Edition
Check out our latest update on the 3 must-read pieces of this month.
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...
Practice Management
Listening with Intent to Your Clients
If we are honest, we all can work on being better listeners when...
Practice Management
3 Must-Read Pieces for Practice Management: July 15 Edition
This week we are looking at three pieces focused on your social media...
Practice Management
Creating a Client Advisory Board for Your Business
Establishing a client advisory board provides numerous benefits, including helping to ensure your...
Practice Management
3 Must-Read Pieces for Practice Management: June 17 Edition
Check out our latest update on the 3 must-read pieces.