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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: December 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

Assisting Clients With Aging Parents

Your clients with aging parents urgently need you.

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Practice Management

3 Must-Read Pieces for Practice Management: November 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

Unleash the Power of Working with Female Clients

There is no argument that women are in control.

Maninsuit
Practice Management

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

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

Microphone
Practice Management

Becoming a Great Speaker for Client Events and Boardroom Presentations

The first 120 seconds of any presentation is critical.

Brand
Practice Management

Brand Touchpoints: Reinforcing Your Brand With Intention

You’ve likely spent countless hours and put in significant work on your brand messaging.

Womanreading
Practice Management

3 Must-Read Pieces for Practice Management: October 24 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

Using Stories to Explain Your Services to Clients and Prospects

Telling stories is tremendously powerful yet simple.

Digitalasset
Practice Management

Assisting Your Clients With Protecting Their Digital Assets

What happens to your clients’ digital assets when they pass away?

Businessmanreading
Practice Management

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

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

Businessreadings
Practice Management

Helping Your Clients Navigate Major Life Transitions

Our own lives, as well as our clients’ and prospects’ lives, are filled with life transitions....

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Practice Management

3 Must-Read Pieces for Practice Management: September 19 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: September 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

Encouraging Your Clients to Raise Money-Wise Children

Every parent wants their children to be prepared as much as possible for the future. However, the...

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Practice Management

3 Must-Read Pieces for Practice Management: August 29 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

Financial Advisor Website Best Practices

Does Your Current Website Turn Prospects Into Clients?

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Practice Management

3 Must-Read Pieces for Practice Management: August 15 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 Core Personality

Have you ever wondered why you naturally “click” with some of your clients and other client...

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Practice Management

Working with Center of Influences to Build Your Business

Where do you get your best referrals?

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Practice Management

3 Must-Read Pieces for Practice Management: July 18 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

Business Plans for Financial Advisors

Do you have a formal business plan for your practice? Research shows only 50% of financial...

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Practice Management

3 Must-Read Pieces for Practice Management: July 4 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

Social Media Trends and Tips for Financial Advisors

The usage of social media among financial advisors has dramatically surged in recent years.

While...

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Practice Management

3 Must-Read Pieces for Practice Management: June 20 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

Increase Your Cyber-Security Efforts to Protect Your Advisory Business From Threats

Unfortunately, concern about cybersecurity has become commonplace. Electronic safety is...

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Practice Management

3 Must-Read Pieces for Practice Management: June 6 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

Guiding Clients With Special Needs Children

They say it takes a village to raise a child.

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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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