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
Email Marketing Tips, Hot Marketing Trends, and the Power of Persuasion.
Our practice management themes for this week are focused on email marketing, marketing...
Utilizing Google AdWords, Assessing Your Practice and Updating Your Headshot Using AI Technology
Our roundup for this week examines Google AdWords, assessing your practice and updating...
Catchy Subject Lines, Supporting Moms Going Back to School and Inheritor Opportunities
This week, we are tackling the topics of email subject lines, supporting your...
Boosting your Client Newsletters to the Next Level
We are going all in on client newsletters this week.
Extraordinary Client Experiences, Client Segmentation and Your Longevity Network
We are showcasing three important themes this week.
Utilizing ChatGPT in Wealth Management, Creating an Operating Plan, and Identifying Your Blind Spots
Summer is here, and we have three hot topics this week.
Meaningful Client Conversations, Your 2023 Marketing Plan and the Clients You Serve
We are continuing our momentum this week by focusing on having meaningful client...
An Ideal Client Strategy, The Great Wealth Transfer and Creating Effective Word Pictures
Let’s look at three different but impactful topics this week. Our first piece...
Why Great Advisors Fail, The Importance of Client Friendships and Why Advisors Should Scrap Their Marketing Budget
Autumn is in full swing, and our trending topics this week focus on...
Helping Clients Establish Goals, Creating Case Studies to Win More Ideal Clients and Nailing your Content Marketing
Our highlights for this week include everything from client goals and case studies...
Powerful Bios, Calming Nervous Clients and Replicating Your Best Clients
Our top picks for this week include articles on how to write a...
Creating Team Capacity, Purposeful Succession Planning and Successful LinkedIn Strategies
This week we are diving into the themes of team capacity, succession planning...