The Role of Emotional Intelligence, Setting Your Growth Pace, and the Rise of AEO
We are digging into three very different but important topics pertaining to your advisory business this week.
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
The Role of Emotional Intelligence, Setting Your Growth Pace, and the Rise of AEO
We are digging into three very different but important topics pertaining to your advisory business this week.
Mastering the Art and Science of the Call to Action
We are drilling down on the topic of CTAs this week.
Mastering the Art and Science of the Call to Action
We are drilling down on the topic of CTAs this week.
Crushing Your First Impressions
This week is all about nailing your first impressions — from presenting your capabilities to mastering your discovery meetings and creating welcome kits, we have you covered.
Crushing Your First Impressions
This week is all about nailing your first impressions — from presenting your capabilities to mastering your discovery meetings and creating welcome kits, we have you covered.
Lead Generation Tips, Gaining Referrals, and Finding High-Net-Worth Clients
As we enter this week, we are examining lead generation tips, gaining referrals, and attracting affluent clients.
Lead Generation Tips, Gaining Referrals, and Finding High-Net-Worth Clients
As we enter this week, we are examining lead generation tips, gaining referrals, and attracting affluent clients.
Recruiting Top Talent, Delivering Extraordinary Client Experiences, and Creating Client Personas
This week we are taking a deep dive into recruiting and retaining talented team members, delivering a consistent extraordinary client experience, and creating client personas.
Recruiting Top Talent, Delivering Extraordinary Client Experiences, and Creating Client Personas
This week we are taking a deep dive into recruiting and retaining talented team members, delivering a consistent extraordinary client experience, and creating client personas.
Turning Client Questions Into Opportunities, Maximizing Client Engagement, and Motivating your Staff
Our practice management concepts for the week center around how to turn client questions into opportunities, maximizing your client engagement, and ways to motivate your team members.
Turning Client Questions Into Opportunities, Maximizing Client Engagement, and Motivating your Staff
Our practice management concepts for the week center around how to turn client questions into opportunities, maximizing your client engagement, and ways to motivate your team members.
Embracing the Unseen, Content Ideas for Young Families, and Client Onboarding
We are drilling down this week on the subjects of embracing the unseen, content ideas for young families, and creating a repeatable client onboarding process.
Embracing the Unseen, Content Ideas for Young Families, and Client Onboarding
We are drilling down this week on the subjects of embracing the unseen, content ideas for young families, and creating a repeatable client onboarding process.
Authenticity in Video Marketing, Handling Resistance, and Working with Stressed Clients
This week we are tackling the practice management topics of authenticity, client resistance, and getting through to stressed clients.
Authenticity in Video Marketing, Handling Resistance, and Working with Stressed Clients
This week we are tackling the practice management topics of authenticity, client resistance, and getting through to stressed clients.
Helping Clients Track Down Their Documents, Making Your Site Standout, and Growing Your Practice
We are digging into three different, but important, topics this week.
Helping Clients Track Down Their Documents, Making Your Site Standout, and Growing Your Practice
We are digging into three different, but important, topics this week.
Improving Client Outcomes, AI Content Risks and Digital Marketing Budgets
Our roundup of articles this week includes the themes of driving client action, navigating artificial intelligence content risks and determining your digital marketing budget.
Improving Client Outcomes, AI Content Risks and Digital Marketing Budgets
Our roundup of articles this week includes the themes of driving client action, navigating artificial intelligence content risks and determining your digital marketing budget.
Business Process Automation, The Case for AI, and Helping Clients Protect Themselves from Financial Scams
Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation.
Business Process Automation, The Case for AI, and Helping Clients Protect Themselves from Financial Scams
Our practice management topics for this week focus on business process automation, using artificial intelligence and protecting your clients from financial exploitation.
Your Elevator Speech, Financial Signs of Dementia and Optimizing your YouTube Channel
As we kick off the new year, we are looking at topics to help future proof your practice and stay ahead in the ever-changing financial services industry.
Your Elevator Speech, Financial Signs of Dementia and Optimizing your YouTube Channel
As we kick off the new year, we are looking at topics to help future proof your practice and stay ahead in the ever-changing financial services industry.
Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff
We are examining three different but important topics this week, including texting, client acquisitions and surviving a layoff.
Using Texting to Boost Productivity, Client Acquisition Strategies and Helping Your Clients Survive a Layoff
We are examining three different but important topics this week, including texting, client acquisitions and surviving a layoff.
Succession Planning, Mobile-Friendly Websites and Serving the Sandwich Generation
Our practice management themes for this week encompass succession planning, the importance of a mobile-friendly website and the unique needs of the sandwich generation.
Succession Planning, Mobile-Friendly Websites and Serving the Sandwich Generation
Our practice management themes for this week encompass succession planning, the importance of a mobile-friendly website and the unique needs of the sandwich generation.
Building Trust, Best Times to Post, and Effective Content Marketing
Our topics for this week focus on trust, when to post on social media and content marketing.
Building Trust, Best Times to Post, and Effective Content Marketing
Our topics for this week focus on trust, when to post on social media and content marketing.
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