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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
3 Must-Read Pieces for Practice Management
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...

Understanding the Habits of the Wealthy
Practice Management

Understanding the Habits of the Wealthy

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

3 Must-Read Pieces for Practice Management April 16
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...

The Search for Answers and Calming Client Fears
Practice Management

The Search for Answers and Calming Client Fears

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

Investors...

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

The importance of preparation for client and prospect meetings
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...

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

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

Effectively Hosting Women's Events
Practice Management

Effectively Hosting Women's Events

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

3 Must-Read Pieces for Practice Management
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...

Succeeding With Your Couple Clients
Practice Management

Succeeding With Your Couple Clients

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

If your...

3 Must-Read Pieces for Practice Management
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...

Overcoming the Hurdle of Client and Prospect Objections
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...

3 Must-Read Pieces for Practice Management
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...

Connecting with the HENRYs
Practice Management

Connecting with the HENRYs

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

Coined the...

Working With Women Business Owners
Practice Management

Working With Women Business Owners

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

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

Adjusting Your Business for the Mature Market
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...

how politics play into client relationships
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...

Generate leads image
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...

multi generating gathering image
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...

financial advisor niche marketing image
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...

Building trust with financial advisors
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
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...

Advisor with Baby Boomers
Practice Management

Engaging the Baby Boomer Generation

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

Man reading on Tablet
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...

Woman Thinking about Writing
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...

Man holding coins with plant growth
Practice Management

The Rise of Socially Responsible Investing

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

Rich Couple on a Boat
Practice Management

Connecting with Affluent Clients and Prospects

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

Happy Professional Woman Speaking with Man
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...

Woman Leading a Meeting
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...

Young Couple with Advisor
Practice Management

Blogging Tips and Trends For Your Advisory Business

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

Advisor with Happy Family Clients
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...

Advisor Asking Client Question
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...

Woman Looking at her Watch
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...

Young professional shaking hands with older couple
Practice Management

Engaging the Silent Generation

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

Man Reading Tablet
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...

Professional Woman Talking to her Client
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
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
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...

Behavioral Finance
Practice Management

Behavioral Finance

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

Change makes major difference to practice management.
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...

Best Management Practices.
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...

Delegating your staff.
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...

Best practice graphics.
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...

Guiding clients through retirement planning.
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...

Best practice graphics.
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...

Writing on a laptop.
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...

Business management, best practices.
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...

Large "Z" and a small "Generation"
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...

Project management values.
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...

A business man on his computer and the text webinar.
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...

A rocket shooting out of a laptop.
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...

Grandparents playing with their granddaughter.
Practice Management

Strengthening Relationships with your Grandparent Clients

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

A chart of the different generations with a focus on Gen X.
Practice Management

Engaging Your Gen X Clients

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

Connected to clients
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...

Businessman Reading his Newspapers
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...

College Funds Jar
Practice Management

Helping Your Clients Through the College-Planning Process

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

Business woman reading a sheet of paper
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...

Marketing Plan on Wooden Blocks
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....

Aerial view of a man reading a book in a coffee shop
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...

Man holding open a magazine
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...

Hand of young person holding the hand of an elderly person
Practice Management

Assisting Clients With Aging Parents

Your clients with aging parents urgently need you.

Business woman reading from her tablet
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...

Two business women speaking together
Practice Management

Unleash the Power of Working with Female Clients

There is no argument that women are in control.

Man in Suit Reading a Book
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...

Public Speaker and Microphone
Practice Management

Becoming a Great Speaker for Client Events and Boardroom Presentations

The first 120 seconds of any presentation is critical.

Brand Touchpoints
Practice Management

Brand Touchpoints: Reinforcing Your Brand With Intention

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

Woman Reading in her Office
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...

Man speaking with two clients
Practice Management

Using Stories to Explain Your Services to Clients and Prospects

Telling stories is tremendously powerful yet simple.

Digital Asset Image
Practice Management

Assisting Your Clients With Protecting Their Digital Assets

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

Businessman Reading and Smiling
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...

Men Reading on the phone and a newspaper
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....

Man holding a clipboard with graphs
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...

Businessman Reading Documents
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...

Father and Son Putting a Coin in a Piggy Bank
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...

People Reading in Subway
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...

Website Best Practices
Practice Management

Financial Advisor Website Best Practices

Does Your Current Website Turn Prospects Into Clients?

reading a book
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...

core personality
Practice Management

Identifying Your Core Personality

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

center of influence
Practice Management

Working with Center of Influences to Build Your Business

Where do you get your best referrals?

Man Reading a Book
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...

Business Plans for Financial Advisor
Practice Management

Business Plans for Financial Advisors

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

Woman Reading in an Office
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...

Social Media Trends
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...

Businessman Reading Documents
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...

Cybersecurity and Threats
Practice Management

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

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

Young businessman reading article
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...

parents supporting child
Practice Management

Guiding Clients With Special Needs Children

They say it takes a village to raise a child.

Financial Advices
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...

Patient with Alzheimer's
Practice Management

Assisting Your Clients With Alzheimer’s

It’s an extremely devastating disease.

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

Businessman Reading on Ipad
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...

Genealogical Tree
Practice Management

What Will Your Professional Legacy Be?

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

Businessman reading article
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...

Charitable Planning
Practice Management

Helping Your Clients With Charitable Planning

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

Man Reading on His Tablet in the Metro
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...

Managing your Time
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...

Small Business Owner
Practice Management

Succeeding With Small Business Owners

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

Man Reading in an Airport
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...

Expert Advice on White Card
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...

Woman on Her Laptop
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...

Financial Advisor Meeting Clients
Practice Management

Creating Impactful Client Events

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

Businessman reading article
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...

Value Proposition
Practice Management

Refining Your Value Proposition

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

Business Man Reading
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 Read
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...

Young Office Workers Reading
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...

Young Woman Reading
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...

Planning Succession
Practice Management

Succession Planning

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

Woman Reading on Her Phone
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...

Build Trust on Dominos
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...

Business Man Reading on His Computer
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...

Be Prepared for Change
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.

Reading on Management during Holidays
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...

Business Man Reading the News
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...

Female Financial Advisor Shaking Hands With Female Client
Practice Management

Deepening Your Relationships With Female Clients and Prospects

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

Project Managers looking at a Computer Screen
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...

Multigenerational Clients
Practice Management

Building Multigenerational Clients

Develop your connection with the next generation through legacy tools.

Business Man Reading
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...

Business People Arguing
Practice Management

Mastering Conflict in Client Relationships

Tips to help resolve struggles when tensions may run high.

Business Man Reading While Walking
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...

Millenial and Finance
Practice Management

Attracting Millennial Clients

Strategies to help you deepen relationships with the next generation.

Business Man Reading Management Papers
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...

Female Manager Reading a Report
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...

Ideal Financial Clients
Practice Management

Identifying Your Ideal Client

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

Theory and practice management
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...

Group of Financial Advisors
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...

Female financial advisor smiling
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?