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 firstname.lastname@example.org
How to Be a Values Wealth Manager for Your Women Clients
By Kristan Wojnar | March 26, 2012
Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a...
In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
New investor attitudes toward risk call for a new approach by advisers. Download this whitepaper to discover financial options you might have ignored in the...
Jun 30, 2015
Join ThinkAdvisor & Well 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...
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.