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 complimentary case study demonstrates how a 60-year-old male client could potentially benefit from the type of retirement strategy that involves a variable annuity product.
Whether clients are fixated on the past, paralyzed by uncertainty, or terrified of potential losses, they may risk falling short of their financial goals. Learn...
Want to operate both a commission- and fee-based practice? The Hybrid RIA business model promises the best of both worlds! Get the facts now.
Dec 01, 2014
There’s more to an investment portfolio than just stocks and bonds. More specifically, there’s more staying power to a portfolio that makes room for the...
Nov 20, 2014
What is the manager of managers approach all about and why is it beneficial to retirement advisors? Attend this live virtual conference and learn the...
Nov 12, 2014
Some life events come suddenly and unexpectedly – including the loss of a job, a marriage, a loved one. And when these happen, money is...