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Content Creator, Coach and Communicator,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, developing, training and speaking nationwide on value-added financial services programs to financial advisor, wholesaler and investor audiences. While her passion is the female investor, she has coached and trained top financial advisors and advisory teams on a myriad of practice management topics including branding, high-net-worth relationship management and building connection with clients and prospects. Kristan is a Registered Corporate Coach (RCC™) and has been published in industry trade publications, including Advisor Perspectives, Fundfire, AdvisorOne and RIABiz.

Recent Content By Kristan Wojnar
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Practice Management

3 Must-Read Pieces for Practice Management: May 23 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Assisting Your Clients With Alzheimer’s

It’s an extremely devastating disease.

More than five million Americans are currently living with...

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Practice Management

3 Must-Read Pieces for Practice Management: May 9 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

What Will Your Professional Legacy Be?

Legacy planning is certainly a hot topic today, especially as it relates to your personal legacy...

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Practice Management

3 Must-Read Pieces for Practice Management: April 26 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Helping Your Clients With Charitable Planning

Philanthropy and charitable contributions are an extremely meaningful piece to a client’s overall...

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Practice Management

3 Must-Read Pieces for Practice Management: April 12 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Managing Your Time Effectively as a Financial Advisor

Do you feel like you lack control over your time? Well, the struggle is real and you certainly...

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Practice Management

Succeeding With Small Business Owners

Did you know that research indicates six in 10 small business owners haven’t consulted with a...

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Practice Management

3 Must-Read Pieces for Practice Management: March 28 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Strengthening Your Relationships With Widows

The statistics tell us a tale. According to the U.S. Census, 39.9 percent of women ages 65 and...

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Practice Management

3 Must-Read Pieces for Practice Management: March 14 Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Creating Impactful Client Events

Client appreciation events are an excellent way to demonstrate your deep gratitude to current...

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Practice Management

3 Must-Read Pieces for Practice Management: February 28th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Refining Your Value Proposition

Creating your value proposition probably sounds like Marketing 101 to you. Defining your value...

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Practice Management

3 Must-Read Pieces for Practice Management: February 21st Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

3 Must-Read Pieces for Practice Management: January 4th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

3 Must-Read Pieces for Practice Management: December 28th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

3 Must-Read Pieces for Practice Management: December 21st Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Succession Planning

Tune out the negativity and gain clarity on your future to benefit your business and your...

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Practice Management

3 Must-Read Pieces for Practice Management: December 14th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Building Trust in Client Relationships

Let’s face it: the statistics aren’t in our favor. The financial services industry is one of the...

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Practice Management

3 Must-Read Pieces for Practice Management: December 7th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Embracing Change: Tips to Keep You Focused During Times of Change

There’s no escaping it. The financial services industry now more than ever continues to change.

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Practice Management

3 Must-Read Pieces for Practice Management: November 30th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

3 Must-Read Pieces for Practice Management: November 23rd Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Deepening Your Relationships With Female Clients and Prospects

Resources to help you grow your connections with the underserved economic powerhouse.

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Practice Management

3 Must-Read Pieces for Practice Management: November 16th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Building Multigenerational Clients

Develop your connection with the next generation through legacy tools.

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Practice Management

3 Must-Read Pieces for Practice Management: November 9th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Mastering Conflict in Client Relationships

Tips to help resolve struggles when tensions may run high.

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Practice Management

3 Must-Read Pieces for Practice Management: October 28th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Attracting Millennial Clients

Strategies to help you deepen relationships with the next generation.

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Practice Management

3 Must-Read Pieces for Practice Management: October 26th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

3 Must-Read Pieces for Practice Management: October 19th Edition

Every week, we bring you the best and most succinct curation of must-read articles to help you...

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Practice Management

Identifying Your Ideal Client

Spend your time focusing on clients and prospects you love by creating an ideal client profile.

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Practice Management

3 Must-Read Pieces for Practice Management: October 12th Edition

Every week, we bring you the best and most succinct curation of must-read pieces to help you grow...

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Practice Management

To Hire or Not to Hire? Considerations in Hiring a Business Coach or Additional Staff

A decision that many advisors face when they hit a plateau in their practice is whether or not to...

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Practice Management

Female Advisors Wanted: What Factors Drive a Female Advisor to Switch Firms?

Ever wonder what factors might prompt a female advisor to switch to a new broker-dealer?

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Buy on the Dip Prospects: May 29 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

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Sell on the Pop Prospects: May 29 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

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High-Yield Prospects: May 28 Edition

Here is a look at ETFs that currently offer attractive income opportunities. The high-yield...