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.
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Seeking to understand the habits of your current wealthy clients or looking for new wealthy...
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Have you ever wondered what financial topics your clients and prospects are Googling?
Investors...
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It’s true. Practice makes perfect.
This isn’t just an old adage that might still ring in your...
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Hosting women’s events is an extremely powerful way to connect with female clients and prospects....
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Do you have strong relationships with both spouses in your couple client relationships?
If your...
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You have encountered it time and time again. Clients and prospects who pushback.
This tale is as...
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The HENRYs. Just who are they anyway and why are they so significant to your business?
Coined the...
More than 11.6 million businesses are owned by women today. What’s more, these women-owned...
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It’s no secret that your clients are aging. Right now, more than 40 million Americans are over...
As the saying goes, it may be easier said than done. Nevertheless, standing on neutral ground is...
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Helping to engage your clients’ families just may be the key ingredient to successful...
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Trust. You either have it with your clients or you don’t. There’s really no in between.
They say...
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Even though the highly discussed Millennials have officially surpassed the number of Baby Boomers...
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Whether or not you are on board, socially responsible investing is most certainly on the rise.
Good news for advisors seeking to connect with new affluent investors. With the continued growth...
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Consider this: Nearly 90 percent of clients believe that their financial advisor should have...
There is no doubt that blogging is on the rise among financial advisory firms.
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Do you ask your clients and prospects questions that are truly powerful? Are you genuinely...
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What percentage of your business are members of the Silent Generation?
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Looking for a way to make deep connections with your female clients and prospects?
Philanthropic...
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You witness it in your business everyday. The way your clients and prospects think and feel...
Have you hit a plateau in your business? Do you feel like you need to make some changes to your...
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Do you feel like you waste time every day doing tasks that you know you simply should not focus...
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Longevity is a common theme we keep hearing more and more about in the industry as it relates to...
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Do you carefully consider the words you use with your clients and prospects? Have you ever...
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Gen Z. Have you heard of them? It is certainly not too early to think about engaging them in your...
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Do you currently use webinar marketing? If not, you may be missing out on an extremely...
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There is truly nothing like the relationship between a grandparent and a grandchild. The role of...
They are often overlooked. In between baby boomers and the highly talked about Millennial...
Have you ever thought about what genuine connection is and why it matters so much to your client...
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Other than retirement, college tuition is the biggest investment goal that your clients will...
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If you don’t have a written marketing plan in place for your advisory practice, you aren’t alone....
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Your clients with aging parents urgently need you.
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There is no argument that women are in control.
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The first 120 seconds of any presentation is critical.
You’ve likely spent countless hours and put in significant work on your brand messaging.
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Telling stories is tremendously powerful yet simple.
What happens to your clients’ digital assets when they pass away?
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Our own lives, as well as our clients’ and prospects’ lives, are filled with life transitions....
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Every parent wants their children to be prepared as much as possible for the future. However, the...
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Does Your Current Website Turn Prospects Into Clients?
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Have you ever wondered why you naturally “click” with some of your clients and other client...
Where do you get your best referrals?
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Do you have a formal business plan for your practice? Research shows only 50% of financial...
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The usage of social media among financial advisors has dramatically surged in recent years.
While...
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Unfortunately, concern about cybersecurity has become commonplace. Electronic safety is...
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They say it takes a village to raise a child.
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It’s an extremely devastating disease.
More than five million Americans are currently living with...
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Legacy planning is certainly a hot topic today, especially as it relates to your personal legacy...
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Philanthropy and charitable contributions are an extremely meaningful piece to a client’s overall...
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Do you feel like you lack control over your time? Well, the struggle is real and you certainly...
Did you know that research indicates six in 10 small business owners haven’t consulted with a...
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The statistics tell us a tale. According to the U.S. Census, 39.9 percent of women ages 65 and...
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Client appreciation events are an excellent way to demonstrate your deep gratitude to current...
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Creating your value proposition probably sounds like Marketing 101 to you. Defining your value...
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Tune out the negativity and gain clarity on your future to benefit your business and your...
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Let’s face it: the statistics aren’t in our favor. The financial services industry is one of the...
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There’s no escaping it. The financial services industry now more than ever continues to change.
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Resources to help you grow your connections with the underserved economic powerhouse.
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Develop your connection with the next generation through legacy tools.
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Tips to help resolve struggles when tensions may run high.
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Strategies to help you deepen relationships with the next generation.
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Spend your time focusing on clients and prospects you love by creating an ideal client profile.
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A decision that many advisors face when they hit a plateau in their practice is whether or not to...
Ever wonder what factors might prompt a female advisor to switch to a new broker-dealer?
A long-running debate in asset allocation circles is how much of a portfolio an investor should...
In a digital age where information moves in milliseconds and millions of participants can transact...