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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: January 4th Edition

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

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

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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

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Building Trust in Client Relationships

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Practice Management

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

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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

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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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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

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

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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

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

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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

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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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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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