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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
Practice Management

3 Must-Read Pieces for Practice Management: May 7 Edition

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

Practice Management

Understanding the Habits of the Wealthy

Seeking to understand the habits of your current wealthy clients or looking for new wealthy...

Practice Management

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

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

Practice Management

The Search for Answers and Calming Client Fears

Have you ever wondered what financial topics your clients and prospects are Googling?

Investors...

Practice Management

3 Must-Read Pieces for Practice Management: March 18th Edition

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

Practice Management

Practice Makes Perfect: The Importance of Preparation for Client and Prospect Meetings

It’s true. Practice makes perfect.

This isn’t just an old adage that might still ring in your...

Practice Management

3 Must-Read Pieces for Practice Management: February 18th Edition

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

Practice Management

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

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

Practice Management

Effectively Hosting Women's Events

Hosting women’s events is an extremely powerful way to connect with female clients and prospects....

Practice Management

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

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

Practice Management

Succeeding With Your Couple Clients

Do you have strong relationships with both spouses in your couple client relationships?

If your...

Practice Management

3 Must-Read Pieces for Practice Management: December 10th Edition

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

Practice Management

Overcoming the Hurdle of Client and Prospect Objections

You have encountered it time and time again. Clients and prospects who pushback.

This tale is as...

Practice Management

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

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

Practice Management

Connecting with the HENRYs

The HENRYs. Just who are they anyway and why are they so significant to your business?

Coined the...

Practice Management

Working With Women Business Owners

More than 11.6 million businesses are owned by women today. What’s more, these women-owned...

Practice Management

3 Must-Read Pieces for Practice Management: October 15th Edition

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

Practice Management

Adjusting Your Business for the Mature Market

It’s no secret that your clients are aging. Right now, more than 40 million Americans are over...

Practice Management

How Politics Play into Your Client Relationships

As the saying goes, it may be easier said than done. Nevertheless, standing on neutral ground is...

Practice Management

3 Must-Read Pieces for Practice Management: September 24th Edition

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

Practice Management

The Importance of Encouraging Your Clients to Have Family Meetings

Helping to engage your clients’ families just may be the key ingredient to successful...

Practice Management

3 Must-Read Pieces for Practice Management: September 10th Edition

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

Practice Management

Building Trust with Clients and Prospects

Trust. You either have it with your clients or you don’t. There’s really no in between.

They say...

Practice Management

3 Must-Read Pieces for Practice Management: August 27th Edition

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

Practice Management

Engaging the Baby Boomer Generation

Even though the highly discussed Millennials have officially surpassed the number of Baby Boomers...

Practice Management

3 Must-Read Pieces for Practice Management: August 13th Edition

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

Practice Management

3 Must-Read Pieces for Practice Management: August 6th Edition

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

Practice Management

The Rise of Socially Responsible Investing

Whether or not you are on board, socially responsible investing is most certainly on the rise.

Practice Management

Connecting with Affluent Clients and Prospects

Good news for advisors seeking to connect with new affluent investors. With the continued growth...

Practice Management

3 Must-Read Pieces for Practice Management: July 17th Edition

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

Practice Management

Leadership in Your Advisory Practice and in Your Community

Consider this: Nearly 90 percent of clients believe that their financial advisor should have...

Practice Management

Blogging Tips and Trends For Your Advisory Business

There is no doubt that blogging is on the rise among financial advisory firms.

Practice Management

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

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

Practice Management

The Art of Asking your Clients Powerful Questions

Do you ask your clients and prospects questions that are truly powerful? Are you genuinely...

Practice Management

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

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

Practice Management

Engaging the Silent Generation

What percentage of your business are members of the Silent Generation?

Practice Management

3 Must-Read Pieces for Practice Management: May 29 Edition

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

Practice Management

Connecting With Your Female Clients Through Philanthropy

Looking for a way to make deep connections with your female clients and prospects?

Philanthropic...

Practice Management

3 Must-Read Pieces for Practice Management: May 15 Edition

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

Practice Management

3 Must-Read Pieces for Practice Management: May 8 Edition

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

Practice Management

Behavioral Finance

You witness it in your business everyday. The way your clients and prospects think and feel...

Practice Management

Little Changes Make Major Differences to Your Practice

Have you hit a plateau in your business? Do you feel like you need to make some changes to your...

Practice Management

3 Must-Read Pieces for Practice Management: April 17 Edition

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

Practice Management

Spend Your Time Wisely and Master Delegating to Your Staff

Do you feel like you waste time every day doing tasks that you know you simply should not focus...

Practice Management

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

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

Practice Management

Guiding Clients Through Retirement Planning and Ways to Connect with Them

Longevity is a common theme we keep hearing more and more about in the industry as it relates to...

Practice Management

3 Must-Read Pieces for Practice Management: March 20 Edition

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

Practice Management

Your Word Choice Matters with Clients and Prospects

Do you carefully consider the words you use with your clients and prospects? Have you ever...

Practice Management

3 Must-Read Pieces for Practice Management: March 6 Edition

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

Practice Management

Engaging Gen Z Early

Gen Z. Have you heard of them? It is certainly not too early to think about engaging them in your...

Practice Management

3 Must-Read Pieces for Practice Management: February 20 Edition

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

Practice Management

Using Webinar Marketing with Your Clients and Prospects

Do you currently use webinar marketing? If not, you may be missing out on an extremely...

Practice Management

3 Must-Read Pieces for Practice Management: February 6 Edition

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

Practice Management

Strengthening Relationships with your Grandparent Clients

There is truly nothing like the relationship between a grandparent and a grandchild. The role of...

Practice Management

Engaging Your Gen X Clients

They are often overlooked. In between baby boomers and the highly talked about Millennial...

Practice Management

How Connected Are You to Your Clients?

Have you ever thought about what genuine connection is and why it matters so much to your client...

Practice Management

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

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

Practice Management

Helping Your Clients Through the College-Planning Process

Other than retirement, college tuition is the biggest investment goal that your clients will...

Practice Management

3 Must-Read Pieces for Practice Management: December 27 Edition

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

Practice Management

Developing Your Marketing Plan for 2018

If you don’t have a written marketing plan in place for your advisory practice, you aren’t alone....

Practice Management

3 Must-Read Pieces for Practice Management: December 19 Edition

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

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...

Practice Management

Assisting Clients With Aging Parents

Your clients with aging parents urgently need you.

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...

Practice Management

Unleash the Power of Working with Female Clients

There is no argument that women are in control.

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...

Practice Management

Becoming a Great Speaker for Client Events and Boardroom Presentations

The first 120 seconds of any presentation is critical.

Practice Management

Brand Touchpoints: Reinforcing Your Brand With Intention

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

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...

Practice Management

Using Stories to Explain Your Services to Clients and Prospects

Telling stories is tremendously powerful yet simple.

Practice Management

Assisting Your Clients With Protecting Their Digital Assets

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

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...

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....

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...

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...

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...

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...

Practice Management

Financial Advisor Website Best Practices

Does Your Current Website Turn Prospects Into Clients?

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...

Practice Management

Identifying Your Core Personality

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

Practice Management

Working with Center of Influences to Build Your Business

Where do you get your best referrals?

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...

Practice Management

Business Plans for Financial Advisors

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

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...

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...

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...

Practice Management

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

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

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...

Practice Management

Guiding Clients With Special Needs Children

They say it takes a village to raise a child.

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...

Practice Management

Assisting Your Clients With Alzheimer’s

It’s an extremely devastating disease.

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

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...

Practice Management

What Will Your Professional Legacy Be?

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

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...

Practice Management

Helping Your Clients With Charitable Planning

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

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...

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...

Practice Management

Succeeding With Small Business Owners

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

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...

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...

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...

Practice Management

Creating Impactful Client Events

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

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...

Practice Management

Refining Your Value Proposition

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

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...

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...

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...

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...

Practice Management

Succession Planning

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

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...

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...

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...

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.

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...

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...

Practice Management

Deepening Your Relationships With Female Clients and Prospects

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

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...

Practice Management

Building Multigenerational Clients

Develop your connection with the next generation through legacy tools.

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...

Practice Management

Mastering Conflict in Client Relationships

Tips to help resolve struggles when tensions may run high.

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...

Practice Management

Attracting Millennial Clients

Strategies to help you deepen relationships with the next generation.

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...

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...

Practice Management

Identifying Your Ideal Client

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

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...

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...

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?

Popular Articles

Practice Management

Practice Management – Quick Tips!

By Jonathan Bernstein, Stringer Asset Management

PRO
News

Buy on the Dip Prospects: August 14 Edition

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

The ETFs included...

Core ETF Channel

Volatility? Investors Will Increase ETF Allocations

With volatility picking up in the markets in the past few weeks, many investors are discussing...