Client Connection, Virtual Communication and Mastering Business Skills
This week we are looking at client connection and virtual communication best practices.
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.
This week we are looking at client connection and virtual communication best practices.
This week we are looking at client connection and virtual communication best practices.
This week we are focused on the topics of prospecting and marketing.
This week we are focused on the topics of prospecting and marketing.
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.
Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.
First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.
First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.
Building your brand is not just a fad. Revisiting and refining your brand is paramount.
Building your brand is not just a fad. Revisiting and refining your brand is paramount.
This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.
This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.
Focusing on the positive brings energy and inspiration to your business
Focusing on the positive brings energy and inspiration to your business
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.
Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.
Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.
We are discussing branding and hiring tips in this edition
We are discussing branding and hiring tips in this edition
Social media and websites are on our radar for this week.
Social media and websites are on our radar for this week.
Total long-term mutual funds saw net cash outflows of around $1.5 billion for the two weeks ended September 18, with equities seeing large net outflows.
Total long-term mutual funds saw net cash outflows of around $1.5 billion for the two weeks ended September 18, with equities seeing large net outflows.
The intricate balance of professional and personal life as a financial advisor.
The intricate balance of professional and personal life as a financial advisor.
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