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
By Kristan Wojnar | March 26, 2012
Learn more about how behavioral biases affect the investor and advisor decision-making process with this collection of articles from IMCA's Investments & Wealth Monitor.
Switching firms can reignite connections with your best clients and even increase referrals. This step-by-step guide teaches you the best practices of top advisors on...
Are you getting the most out of your social media strategy? Without a strategy in place to make the most of LinkedIn, Twitter, Facebook and...
Apr 01, 2014
Regardless of the level of wealth that your clients enjoy, if you’re not providing them with knowledgeable advice about when and how to take their...
Mar 25, 2014
Practice Management and coaching won’t get you where you want to go. You must look beyond your practice and take on a more holistic view...
Feb 25, 2014
Join ThinkAdvisor for this live, interactive webcast and hear from industry executives regarding the investment opportunities surrounding alternative investments.