Utilizing Conversational Marketing, Top Podcasts and Successful Networking Tips
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
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].
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Utilizing Conversational Marketing, Top Podcasts and Successful Networking Tips
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
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As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
Successful Professional Referrals, Virtual Assistants and Creating a Blog
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
Marketing Services to Ditch, ChatGPT Advisor Uses and the Power of In-Person Events
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Marketing Services to Ditch, ChatGPT Advisor Uses and the Power of In-Person Events
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
CPA Partnerships, Engaging Couples and Creating a Repeatable Advisor Onboarding Process
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Social Media Planning, Building the Talent of your Team, and Attracting New Clients
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
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Compelling Home Page Copy, Marketing Metrics and Discovery Meeting Tactics
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Traits of Top Teams, Loyalty Factors, and Improving your Business Performance
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Your Most Valuable Clients, Differentiating Yourself and Driving Results in Your Business
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Repurposing Content, Meeting Your Clients’ Emotional Needs and Revisiting Your Brand
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Creating Loyalty, Reassuring Female Clients and Responses to Prospects With Existing Advisors
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Generational Marketing, Recruiting Talented Team Members and Top Influencers to Follow
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Taking Your Video Marketing to the Next Level
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Common Goal Setting Mistakes, Dealing with Overwhelm and Maximizing Work Sessions
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Common Goal Setting Mistakes, Dealing with Overwhelm and Maximizing Work Sessions
Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions.
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