Kristan Wojnar 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. She has coached and trained top financial advisors and advisory teams on a myriad of practice management topics including branding, the female investor, high-net-worth relationship management, building connection with clients and prospects, among many others.
A Registered Corporate Coach, Kristan can be reached at email@example.com
How to Be a Values Wealth Manager for Your Women Clients
By Kristan Wojnar | March 26, 2012
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...