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Client Feedback, Taboo Money Talk and Your Marketing Plan
Kristan Wojnar, RCC™ |
We are kicking off this week with the topics of gaining client feedback, breaking the taboo around money talk and your marketing game plan.
Practice Management Channel
Latest Articles
Building Your Capability Deck, When It’s Time to Hire and the Great Wealth Transfer
Kristan Wojnar, RCC™ |
We are bringing actionable ideas this week around building your marketing capability deck, determining when it is time to hire and the great wealth transfer.
Client Expectations, Business Planning and First Meeting Mistakes
Kristan Wojnar, RCC™ |
Our roundup this week highlights client expectations, business planning and common first meeting mistakes.
Talking Politics, Communication Crutches and Focusing On What Matters the Most
Kristan Wojnar, RCC™ |
Our themes for this week center around politics, communication crutches and focusing on what matters most.
Creating a Strategic Roadmap, Words You Never Want to Hear and Social Media Missteps
Kristan Wojnar, RCC™ |
This week we are tackling the topics of building your business, connecting with the wives of your male clients and social media mistakes.
Asset Retention Strategies for Next-Gen Clients
Kristan Wojnar, RCC™ |
Next-gen asset retention continues to remain a hot topic.
Boosting Efficiency, Helping Special Needs Families and Improving Client Communication
Kristan Wojnar, RCC™ |
Our practice management themes for this week encompass saving time, helping clients with special needs families and client communication tips.
Wowing Your Clients and Prospects With Impactful Webinars
Kristan Wojnar, RCC™ |
Webinars are an ideal way to connect with clients and prospects while building credibility.
AI Benefits for Your Advisory Practice
Kristan Wojnar, RCC™ |
Artificial intelligence continues to be a hot topic.
Video Tips and Tactics to Elevate Your Advisory Practice
Kristan Wojnar, RCC™ |
This week our roundup is focused on essential video tips and tactics.
The Language of Trust, Communicating with Clients in a Crisis, and Tech Solutions for Advisors
Kristan Wojnar, RCC™ |
Our topics for this week include using the right words with clients, communication during a crisis and technology tips.
Stress Management Tactics, Business Development Tips, and Time Saving Hacks
Kristan Wojnar, RCC™ |
We are exploring the themes of managing stress, business development and time management this week.
Effective Generational Marketing Strategies
Kristan Wojnar, RCC™ |
We are going all in on the topic of generational marketing this week.
Creating Advisory Boards, Developing Your Online Presence and Fine-Tuning Your Niche
Kristan Wojnar, RCC™ |
This week we are tackling the themes of advisory boards, your online presence and refining your niche.
Successful Estate Planning Strategies for Your Advisory Practice
Kristan Wojnar, RCC™ |
This week we are entrenched in the topic of estate planning.
Implementing Well-Crafted Scripts Into Your Daily Business
Kristan Wojnar, RCC™ |
Well-crafted scripts have the ability to empower advisors.
Your Essential Guide to Top Influencers, Podcasts, and Books for Financial Advisors
Kristan Wojnar, RCC™ |
The summer is heating up and we are bringing you the best of the best.
Contrarian Networking, Effective Marketing, and Top Questions About Women Investors
Kristan Wojnar, RCC™ |
Our roundup of articles this week includes non-traditional networking tactics, marketing strategies, and questions advisors wonder about female clients.
Elements of a Welcome Kit, Managing Client Anxiety, and a Historic Demographic Wave
Kristan Wojnar, RCC™ |
This week we are bringing you three great reads to amp up your business.
Creative Marketing Tactics to Boost Your Business
Kristan Wojnar, RCC™ |
This week we will look at effective marketing strategies for every budget.
Actionable Client Acquisition Strategies
Kristan Wojnar, RCC™ |
Research shows new client acquisition is a top challenge for advisors.
The Keys to Hosting Killer Client Events
Kristan Wojnar, RCC™ |
Client events are a fantastic way for advisors to not only demonstrate appreciation but also to deepen relationships and increase ideal client introductions.
Empowering and Engaging Female Investors
Kristan Wojnar, RCC™ |
Women are key financial decision-makers and control a significant portion of wealth.
Navigating Procrastination
Kristan Wojnar, RCC™ |
Whether you are the one procrastinating or your clients, we’ve got you covered this week with strategies to conquer this common obstacle.
Best Practices for Effective Center of Influence Marketing
Kristan Wojnar, RCC™ |
This week we are doubling down on the topic of center of influence (COI) marketing.
Utilizing Active Listening, Mastering LinkedIn Creator Mode and Embracing AI
Kristan Wojnar, RCC™ |
Spring is here, and it is a great time to refresh your practice with new business ideas.
Prospect Meetings, Unsolicited Referrals and Authentic Advocates
Kristan Wojnar, RCC™ |
We are digging into the crucial themes of prospecting, generating referrals and creating client advocates this week.
Generational Finance Views, Strong Branding, and Measuring your Marketing
Kristan Wojnar, RCC™ |
Our topics for this week center on how different generations view finances, communicating your brand, and tracking your marketing.
Using Client Advisory Boards to Enhance Your Practice
Kristan Wojnar, RCC™ |
This week, we are going deep on the topic of client advisory boards.
Client Testimonials, Discussing Elder Care and Tweaking Your Voicemails for Better Results
Kristan Wojnar, RCC™ |
We are tackling three different, but equally important, topics this week.
Catapult Your Business Through Strong Branding
Kristan Wojnar, RCC™ |
Your brand is the most important investment you can make in your advisory practice.
Creating and Implementing Blog Content, Email Content and Pillar Content to Build your Practice
Kristan Wojnar, RCC™ |
We are hyper-focused on one topic this week, and it is content.
Referral Strategies to Amplify your Practice
Kristan Wojnar, RCC™ |
This week, we are drilling down on the subject of referrals.
The Power of Storytelling in Your Advisory Practice
Kristan Wojnar, RCC™ |
It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects.
Great Questions Advisors Ask, Breaking Unproductive Habits and Profit Increase Strategy Mistakes
Kristan Wojnar, RCC™ |
We are dialing in on the practice management themes of great questions, unproductive habits and profit strategy missteps.
Marketing Checklist for Success, Powerful Discovery Meeting Questions and Behavioral Science Website Tips
Kristan Wojnar, RCC™ |
Our roundup for this week covers utilizing a marketing checklist, asking the right questions in your discovery meetings and behavioral science tips to improve your website.
Marketing to Women, Increasing Webinar Attendance, and Purposeful Marketing
Kristan Wojnar, RCC™ |
This week, we are tackling the themes of marketing to women, webinars, and marketing ideas.
The Power of Scripting
Kristan Wojnar, RCC™ |
Well-written, repeatable scripts help you to communicate with clients and prospects more effectively
Maximizing Your Digital Marketing in 2024, Pitfalls of AI Blogging and Efficient Time Management
Kristan Wojnar, RCC™ |
Serving and Supporting Aging Clients
Kristan Wojnar, RCC™ |
This week we are focusing on serving a very important segment of your client base — your aging clients.
Trackable Habits, Navigating Stress as an Advisor, and Customized Content
Kristan Wojnar, RCC™ |
We are kicking off 2024 strong with three great reads.
Key Considerations to a Successful Succession
Kristan Wojnar, RCC™ |
A successful transition of your business requires years of planning to ensure success.
Acquiring Affluent Clients, Differentiating Yourself as an Advisor, and Engaging With Millennials
Kristan Wojnar, RCC™ |
We are diving into the subjects of affluent clients, differentiation, and engaging with the next generation.
Building a Pipeline of Client Referrals
Kristan Wojnar, RCC™ |
This week, we are all in on client referrals.
Marketing Challenges, Compliance Hurdles and Earning Life-Long Clients
Kristan Wojnar, RCC™ |
We are focused on marketing challenges, compliance hurdles and building life-long clients this week.
Marketing Campaigns, Client Events and LinkedIn Strategies
Kristan Wojnar, RCC™ |
This week, we are diving into ways to elevate your marketing.
Regaining Trust with Clients, Taking Your Business to the Next Level and Scheduling CEO Days
Kristan Wojnar, RCC™ |
We are tackling the topics of trust, moving beyond an inflection point in your business and how CEO days can help your business success.
Blog Post Topics, Personalizing Your Marketing and Time Management
Kristan Wojnar, RCC™ |
Our three themes for this week focus on blog post topics, establishing a personal connection through your marketing and effectively using your time.
A Financial Advisor’s Guide to Google Tools
Kristan Wojnar, RCC™ |
Learning technology tools can be a challenge.
Taking Your Video Marketing Content to New Heights
Kristan Wojnar, RCC™ |
Written content is not enough for visual clients.
Strategies to Help Calm Your Anxious Clients and Prospects
Kristan Wojnar, RCC™ |
Uncertain times and market volatility can lead to overwhelmed, anxiety-ridden clients.
Working with Millennials, Utilizing Social Listening and Creating an Agenda for your Team Offsite
Kristan Wojnar, RCC™ |
Our roundup of topics for this week encompasses Millennials, social listening and team off-site agendas.
Maximizing your Financial Advisory Website
Kristan Wojnar, RCC™ |
This week, we are hyper-focused on your advisory website.
ADVISOR QUIZ: Your Clients Are Worried - Are You Ready?
In these unpredictable economic times, financial advisors are often the frontline responders to a flurry of questions about recessions, investments, and the state of global markets.
Navigating The "Recession Question": Unpacking the Recession Quiz Results
Our recently conducted "Advisor Quiz: How Well Are You Handling The Recession Question?" sought to gauge financial advisors' acumen in responding to pressing concerns amidst recession fears.
Building Trust, Avoiding Career Fatigue and Fresh Blog Topics
Kristan Wojnar, RCC™ |
Our collection of actionable ideas this week focuses on trust, reigniting the spark in your business and advisory blog topics.
Understanding the Emotions That Come With Money
Kristan Wojnar, RCC™ |
The discussion of financial matters and emotions go hand in hand.
Capturing Raving Client Reviews
Kristan Wojnar, RCC™ |
Client reviews are incredibly impactful
Email Marketing Tips, Hot Marketing Trends, and the Power of Persuasion.
Kristan Wojnar, RCC™ |
Our practice management themes for this week are focused on email marketing, marketing trends and persuasion.
Leveraging LinkedIn to Grow your Practice
Kristan Wojnar, RCC™ |
We are covering all things LinkedIn this week.
Utilizing Google AdWords, Assessing Your Practice and Updating Your Headshot Using AI Technology
Kristan Wojnar, RCC™ |
Our roundup for this week examines Google AdWords, assessing your practice and updating your headshot.
Catchy Subject Lines, Supporting Moms Going Back to School and Inheritor Opportunities
Kristan Wojnar, RCC™ |
This week, we are tackling the topics of email subject lines, supporting your clients who are moms heading back to school, and inheritor opportunities.
Boosting your Client Newsletters to the Next Level
Kristan Wojnar, RCC™ |
We are going all in on client newsletters this week.
Extraordinary Client Experiences, Client Segmentation and Your Longevity Network
Kristan Wojnar, RCC™ |
We are showcasing three important themes this week.
Turning Up Your ChatGPT Knowledge
Kristan Wojnar, RCC™ |
ChatGPT is a topic you simply can’t escape.
Elevating Your Social Media IQ and Tactics
Kristan Wojnar, RCC™ |
The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts.
Strengthening Your Video Marketing Strategies and Skills
Kristan Wojnar, RCC™ |
Looking to improve your video marketing capabilities this summer?
Amping Up Your Google Business Profile, Time Management Skills, and Referral Strategies
Kristan Wojnar, RCC™ |
Want to up your game when it comes to your Google business profile, time management skills, and referrals?
Utilizing ChatGPT in Wealth Management, Creating an Operating Plan, and Identifying Your Blind Spots
Kristan Wojnar, RCC™ |
Summer is here, and we have three hot topics this week.
Fixed Annuities: Why Financial Advisors Should Embrace This Bond Alternative for Stable Returns
Aaron Levitt |
Fixed annuities can be a promising alternative to bonds, providing steady guarantees, income, and tax benefits, yet financial advisors are not utilizing them effectively in client portfolios
Developing Your Logo, Taking the Guesswork Out of Prospecting and Understanding Personality Types
Kristan Wojnar, RCC™ |
This week we are focused on logos, prospecting and understanding your clients’ personalities.
Using Social Proof, Improving your Podcast Hosting Skills and Supporting your Caregiver Clients
Kristan Wojnar, RCC™ |
We are exploring three very different but important topics this week.
Asking for Business, Value Propositions and Phrases to Drop
Kristan Wojnar, RCC™ |
We are looking at the subjects of asking for the order, value propositions and words to lose this week.
Starting a Podcast, Creating Video Testimonials and Elevating Your Practice
Kristan Wojnar, RCC™ |
Our practice management themes for this week are podcasting, testimonials and strategies to build your practice.
Utilizing Conversational Marketing, Top Podcasts and Successful Networking Tips
Kristan Wojnar, RCC™ |
We look at ways to utlize conversational marketing strategies, a roundup of top podcasts for advisors and networking tips.
Successful Professional Referrals, Virtual Assistants and Creating a Blog
Kristan Wojnar, RCC™ |
As we jump into another week, we are concentrating on the themes of successful professional referral relationships, hiring a virtual assistant and creating a financial advisor blog.
Marketing Services to Ditch, ChatGPT Advisor Uses and the Power of In-Person Events
Kristan Wojnar, RCC™ |
Let’s dig into the subjects of marketing services to consider dropping, ChatGPT and in-person events.
CPA Partnerships, Engaging Couples and Creating a Repeatable Advisor Onboarding Process
Kristan Wojnar, RCC™ |
This week, we are tackling the topics of partnering with accountants, engaging couple clients, and building a repeatable onboarding process for new advisors
Using Powerful Questions, Importance of Marketing and Creating Meaningful Content
Kristan Wojnar, RCC™ |
As we kick off second quarter, let’s dive into the subjects of using powerful questions to understand your clients, why marketing is critical right now and creating meaningful content.
Social Media Planning, Building the Talent of your Team, and Attracting New Clients
Kristan Wojnar, RCC™ |
Let’s dive into the business building ideas of social media planning, cultivating new hires and attracting prospects.
Compelling Home Page Copy, Marketing Metrics and Discovery Meeting Tactics
Kristan Wojnar, RCC™ |
Our topics for this week are concentrated on your website, marketing analytics and discovery meetings.
Traits of Top Teams, Loyalty Factors, and Improving your Business Performance
Kristan Wojnar, RCC™ |
This week we are exploring the subjects of building a top team, factors that impact loyalty, and proven business performance.
Your Most Valuable Clients, Differentiating Yourself and Driving Results in Your Business
Kristan Wojnar, RCC™ |
Let’s examine the topics of your most valuable clients, standing out from your competitors and driving results in your business.
Repurposing Content, Meeting Your Clients’ Emotional Needs and Revisiting Your Brand
Kristan Wojnar, RCC™ |
Our practice management themes for this week center around content repurposing, anticipating your clients’ feelings and rebranding.
Marketing Moves to Avoid, Winning More Prospects and Inbound Marketing Results
Kristan Wojnar, RCC™ |
This week, let’s focus on marketing and prospecting.
Creating Loyalty, Reassuring Female Clients and Responses to Prospects With Existing Advisors
Kristan Wojnar, RCC™ |
We are digging into the themes of client loyalty, reassurance and prospect comebacks this week.
Generational Marketing, Recruiting Talented Team Members and Top Influencers to Follow
Kristan Wojnar, RCC™ |
This week we are tackling the topics of marketing to different generations, recruiting talent, and influencers for advisors to follow.
Taking Your Video Marketing to the Next Level
Kristan Wojnar, RCC™ |
Lights, camera, action! We are focused on video marketing this week.
Common Goal Setting Mistakes, Dealing with Overwhelm and Maximizing Work Sessions
Kristan Wojnar, RCC™ |
Our subjects for this week look at goal setting mistakes, how to deal with overwhelm, and utilizing focused work sessions.
Recession-Proof Marketing, Top SEO Keywords and Cranking up Your Marketing
Kristan Wojnar, RCC™ |
We are focusing heavily on marketing this week.
Inbound Marketing Costs, Key Marketing Moves for Advisors and 2023 Business Goals
Kristan Wojnar, RCC™ |
We are ringing in the new year with marketing and goal-based content.
Social Media Effectiveness, 2023 Predictions for Social Media Marketing and Writing Your Instagram Bio
Kristan Wojnar, RCC™ |
Hot Webinar Topics, Communicating How You Help Clients and Content Marketing Pitfalls
Kristan Wojnar, RCC™ |
We are digging into the subjects of webinar topics, communicating your value and reasons your content marketing may be falling short.
Growing Your Centers of Influence, Effective Marketing Strategies and Growing Your Business in Tough Times
Kristan Wojnar, RCC™ |
As we approach the holidays, let’s take a hard look at three important subject matters.
The Importance of Your Marketing Funnel, The Phases of Retirement and Measuring Your Digital Marketing
Kristan Wojnar, RCC™ |
Our business building ideas for the week center around filling your marketing funnel, the phases of retirement, and digital marketing measurements.
Elevating Your Communications, Fee Transparency and Marketing Tactics to Avoid
Kristan Wojnar, RCC™ |
Our practice management focus themes for this week are about your communication techniques, fees and marketing mistakes.
Meaningful Client Conversations, Your 2023 Marketing Plan and the Clients You Serve
Kristan Wojnar, RCC™ |
We are continuing our momentum this week by focusing on having meaningful client conversations, planning your marketing efforts for 2023 and identifying the clients you serve.
Marketing for Introverted Advisors, Increasing Your Website Traffic and the Power of Internal Linking
Kristan Wojnar, RCC™ |
This week our focus is around marketing
An Ideal Client Strategy, The Great Wealth Transfer and Creating Effective Word Pictures
Kristan Wojnar, RCC™ |
Let’s look at three different but impactful topics this week. Our first piece provides an insightful approach to building ideal clients.
Must Haves to Sell Your Practice, Balancing Visuals with Messaging and Video Marketing Tips
Kristan Wojnar, RCC™ |
This week we are tackling the topics of selling your advisory firm, tips for the best way to balance visuals with content, and video marketing.
Why Great Advisors Fail, The Importance of Client Friendships and Why Advisors Should Scrap Their Marketing Budget
Kristan Wojnar, RCC™ |
Autumn is in full swing, and our trending topics this week focus on common mistakes great advisors make, why client friendships are important, and ditching marketing budgets.
Surveying Your Clients, How the Brain Is Affected by Inflation and Digital Marketing Strategies
Kristan Wojnar, RCC™ |
Our focus for this week centers around surveying your clients, the impact of inflation on clients and digital marketing strategies.
Helping Clients Establish Goals, Creating Case Studies to Win More Ideal Clients and Nailing your Content Marketing
Kristan Wojnar, RCC™ |
Our highlights for this week include everything from client goals and case studies to amping up your content marketing.
Scaling Your Practice, Selecting Strong Images and Getting Clients to Call you Back
Kristan Wojnar, RCC™ |
We are closing out this quarter with articles about scaling your practice, choosing the right images and getting clients to return your calls.
Powerful Bios, Calming Nervous Clients and Replicating Your Best Clients
Kristan Wojnar, RCC™ |
Our top picks for this week include articles on how to write a strong bio, what nervous clients need and a referral roadmap.
Increasing Referrals During Volatility, Blog Topics, and Understanding Client Expectations
Kristan Wojnar, RCC™ |
We are tackling the topics of referrals during volatile markets, blog topics and client expectations this week.
Creating Team Capacity, Purposeful Succession Planning and Successful LinkedIn Strategies
Kristan Wojnar, RCC™ |
This week we are diving into the themes of team capacity, succession planning and LinkedIn tactics.
Getting More Ideal Clients, Daily Non-Negotiable Tasks and First Meeting Tactics
Kristan Wojnar, RCC™ |
We have three popular practice management topics this week including finding new ideal clients, your daily routine activities and what to say in initial meetings with prospects.
Boosting Productivity, What Makes You Different and Stories that Stick
Kristan Wojnar, RCC™ |
We are supercharging your business this week with the subjects of productivity, value propositions and telling stories.
Creating a Marketing Plan, the Value of Your Advice and Sticking to Your Process
Kristan Wojnar, RCC™ |
Our trending topics for this week include your marketing plan efforts, quantifying your advice and standing firm on your process.
Client Engagement, Family Wealth Education and Longevity in Retirement
Kristan Wojnar, RCC™ |
We are growing your practice this week with the themes of critical engagement time with prospects, educating clients’ children on wealth and longevity, and the journey of retirement.
Helping Clients With Philanthropic Wishes, Blog Post Lengths and Staying Visible During Volatility
Kristan Wojnar, RCC™ |
We are boosting your business this week with the topics of philanthropy, blog posts and staying visible.
Prospecting Strategies, Elevating Client Engagement and Leveraging Seminars with Referrals
Kristan Wojnar, RCC™ |
We are kicking off this week with three compelling pieces focused on areas to help you build your practice.
Controlling Conversations, The Value You Offer Clients and Communicating your Value Proposition
Kristan Wojnar, RCC™ |
Our practice management subjects are sizzling hot this week.
Summer Client Events, Summer Marketing Strategies and The Power of Persuasion
Kristan Wojnar, RCC™ |
Our content is heating up this week with the topics of summer events and ideas, seasonal marketing strategies and the power of persuasion.
Overrated Marketing Tactics, Managing Capacity Issues and Affluent Website Strategies
Kristan Wojnar, RCC™ |
We are focusing on three powerful themes this week.
Hospitality Versus Service, New Client Meetings and Website Must-Haves
Kristan Wojnar, RCC™ |
This week, we are looking at the topics of hospitality, new client meeting outcomes and advisor website must-haves.
Follow-Up Tips, Using Video in Your Marketing and Making Emotional Connections Remotely
Kristan Wojnar, RCC™ |
As we begin this week, we are examining the subjects of effective follow-up, using video in your marketing efforts, and making emotional connections with clients remotely.
Effective Pipeline Management, Using Storytelling in Your Marketing and 12-Week Marketing Plans
Kristan Wojnar, RCC™ |
Our roundup of topics this week includes pipeline management, telling stories in your marketing and streamlining your marketing plan.
Decision Mapping, Outsourcing Your Marketing and Determining Ideal Clients
Kristan Wojnar, RCC™ |
Our subjects for this week center around making decisions, whether to outsource your marketing and identifying ideal clients.
LinkedIn Prospecting Messages, Lead Generation Ideas and Repurposing your Content
Kristan Wojnar, RCC™ |
We are looking at all things marketing in this week’s edition.
Growing Your Business, Networking Tips and Working with Smaller Clients
Kristan Wojnar, RCC™ |
This week we are examining the topics of blocks that keep you from growing your business, networking group tips, and working with small clients.
New Client Acquisition, Personalizing Your Communication and Your Firm’s Culture
Kristan Wojnar, RCC™ |
As we enter a new week, we are touching on the subjects of client acquisition, your client communications and cultivating your firm’s culture.
Serving Clients with Alzheimer’s, What Not to Say to Widows and Resources for Families with Special Needs Children
Kristan Wojnar, RCC™ |
Special circumstances require specialized service and advice.
Blogging Ideas, Producing Strong Visuals and Creating Sticky Content
Kristan Wojnar, RCC™ |
We are focusing on all things marketing this week.
Writing a Killer Bio, Becoming a Trusted Advisor and Creating Meaningful Client Communication
Kristan Wojnar, RCC™ |
We are tackling the valuable topics of writing strong bios, earning clients as a trusted advisor, and creating meaningful client communication.
Replying to LinkedIn Messages, Identifying How You Help Clients and Measuring Digital Marketing
Kristan Wojnar, RCC™ |
This week we are diving into the subjects of replying to LinkedIn messages, identifying the benefits of how you help your clients and measuring digital marketing.
Blogging Mistakes, Measuring Your Profitability and Building Your Business
Kristan Wojnar, RCC™ |
As we close out the first quarter, we are digging into the topics of blogging mistakes, measuring profitability, and growing your business.
Serving Women Clients, Managing Client Emotions and Using a Lead Magnet
Kristan Wojnar, RCC™ |
We are delving into the subjects of serving female clients and prospects, managing emotions, and using a lead magnet to market your advisory firm.
Video Messaging, Demonstrating You Care and Top Advisor Conferences
Kristan Wojnar, RCC™ |
This week we are touching on the topics of utilizing video messaging, ways to show you care and top conferences for this year.
Inbound Marketing Strategies, Blogging to Attract New Clients and the Power of Persuasion
Kristan Wojnar, RCC™ |
Let’s tackle the themes of inbound marketing, blogging and persuasion this week.
Gaining Referral Through Stories, Outlining Your Videos and Tying Your Value to Fees
Kristan Wojnar, RCC™ |
Our trending topics for this week are gaining new referrals through client stories, what to say in your videos and communicating your fees.
Your Communication Strategy, Wrong Fit Clients and Female Client Initiatives
Kristan Wojnar, RCC™ |
As we head into another week, let’s look at the must-read practice management themes of your communication strategy, what to do about wrong fit clients and launching your female client initiative.
Top Advisor Skills, Making Strong LinkedIn Impressions and Turning Web Visits into Leads
Kristan Wojnar, RCC™ |
Let’s dive into three powerful practice management topics this week.
Goal Setting, Evaluating Your Marketing Strategy and Reassessing Your Newsletter
Kristan Wojnar, RCC™ |
This week we are looking at goal setting, evaluating your marketing, and assessing your client newsletter.
Marketing Ideas to Drive Growth, Creating a Repeatable Content Process and Staying Compliant as an Author
Kristan Wojnar, RCC™ |
This week we are exploring the subjects of marketing ideas, content production and compliance tips for writers.
Reassessing Weekly Commentary, Revisiting Pre-COVID Prospects and the Power of Social Proof
Kristan Wojnar, RCC™ |
Let’s take a look at three different, but insightful topics this week.
Interpreting Body Language, Enlisting the Gatekeeper, and Increasing your Fees
Kristan Wojnar, RCC™ |
This week we are tackling the topics of reading body language, enlisting help from the gatekeeper, and raising your fees.
2022 Marketing Opportunities, Client Segmentation and Business Planning
Kristan Wojnar, RCC™ |
We are kicking off the new year strong and looking at the topics of marketing opportunities, client segmentation and business planning.
Becoming the Best, Time-Saving Tips to Boost Productivity and Converting Prospects to Clients
Kristan Wojnar, RCC™ |
We are closing out 2021 strong and exploring the topics of becoming a top advisor, saving time on internet passwords and ways to convert prospects.
Time Management Best Practices, Hiring a Coach and Reclaiming Hours in Your Work Week
Kristan Wojnar, RCC™ |
As 2021 winds down and we look toward 2022, let’s examine the important topics of time management and productivity.
Staying Emotionally Neutral, Gaining Referrals from Social Media Content and Guiding Philanthropic Clients
Kristan Wojnar, RCC™ |
We are diving into the topics of staying emotionally neutral, obtaining referrals from your social media content, and helping clients with their philanthropic wishes.
Hosting Successful Hybrid Events, The Cons of Outsourced Marketing and Building a High Performing Team
Kristan Wojnar, RCC™ |
Our three themes for this week center around successful hybrid events, why you may not want to outsource your marketing efforts and building a strong team.
Efficient Call Scheduling, Optimizing Technology in Your Practice, and Identifying Your Niche
Kristan Wojnar, RCC™ |
This week we are looking at efficiency, technology and choosing your niche.
Your Referral Process, Connecting with Alpha Executives and the Power of a Prospecting Script
Kristan Wojnar, RCC™ |
Our practice management themes for this week touch on your referral process, how to connect with alpha executives and the power of using a prospecting script.
Your Personal Brand, Successfully Working with Women Clients and Social Media Metrics
Kristan Wojnar, RCC™ |
Let’s take a look at three different, but essential practice management topics this week.
Women’s Event Strategies, Marketing Performance Indicators and Holiday Ideas
Kristan Wojnar, RCC™ |
We are dialing into the topics of women’s events, marketing performance metrics and holiday greeting ideas for your clients and prospects.
Your Office Story, LinkedIn Conversation Starters and Is the Customer Truly the King?
Kristan Wojnar, RCC™ |
Our themes for this week center around your office setup, engaging on LinkedIn and managing client expectations.
The Urgent Problem You Solve, Creating an Advisory Board and The First 90 Days
Kristan Wojnar, RCC™ |
This week we are tackling the topics of identifying the urgent problem you solve for clients, creating an advisory board and client onboarding.
Attaining the Top 5%, Writing Trending Topic Emails and Showing Female Clients You Care
Kristan Wojnar, RCC™ |
Our roundup of topics this week touch on attaining the top 5%, how to write trending topic emails, and talking points to show female clients that you care.
Successful Niche Markets, Old School Marketing and Mastering Personal Introductions
Kristan Wojnar, RCC™ |
Running low on practice management ideas? Then look no further. First up we have a piece that examines successful niche markets.
Your Ideal Number of Great Clients, Promoting Your YouTube Channel and 3 Types of Media for Successful Marketing Today
Kristan Wojnar, RCC™ |
Our must-read practice management pieces for this week look at the subjects of number of ideal clients, promoting your YouTube channel and types of media for a successful digital marketing strategy.
The Downfall of Free Services, Awesome Back to School Tips and Asking One Simple Question
Kristan Wojnar, RCC™ |
Let’s dive into the topics of free services, back to school and a powerful question about money to use with clients.
Frequency of Contact, Virtual Presentation Tips and Center of Influence Referrals
Kristan Wojnar, RCC™ |
This week we are tackling the topics of your client contact frequency, virtual presenting and gaining referrals from your centers of influence (COIs).
How Women Choose Their Advisors, Content Writing Tips and Handling Investor Anxiety
Kristan Wojnar, RCC™ |
We are kicking off September with three timely business-building topics. Our first piece this week looks at how women select their financial advisors.
A Great Read for Advisors and Clients, Podcasting Myths and Why Affluent Clients Fire Their Advisors
Kristan Wojnar, RCC™ |
We are closing out this month with three great practice management reads.
Your Ideal Client Profile, Building Your Email List and Inviting Friends to Like Your Business Facebook Page
Kristan Wojnar, RCC™ |
Our practice management subjects for this week center around creating your ideal client profile, building your email list and how to invite your personal friends to like your business Facebook page.
Intimate Client Events, Referral Marketing Tactics and Drip Campaigns
Kristan Wojnar, RCC™ |
Need some new practice management ideas? Then look no further.
Effectively Delegating, A New Service Model and Maximizing Your Content Distribution
Kristan Wojnar, RCC™ |
This week we are looking at three different – but extremely relevant – subjects to help you build your advisory practice.
Responding to Negative Reviews, Multi-Generational Planning and Generational Differences
Kristan Wojnar, RCC™ |
Our practice management themes for this week center around responding to negative reviews, providing multi-generational planning and the differences between Gen Z and Millennials.
The Power of Process, Your Ideal Number of Clients and Engaging Email Newsletters
Kristan Wojnar, RCC™ |
This week, we are tackling the practice management topics of creating processes, your ideal number of clients and creating engaging email newsletters.
Personalizing Your Content, Types of Clients and Digital Storytelling
Kristan Wojnar, RCC™ |
This week we are digging into the subjects of personalizing your content, different types of clients and bringing your stories to life online.
Creating Video Testimonials, Creative Social Media Posts and Demonstrating Your Value
Kristan Wojnar, RCC™ |
The dog days of summer are in full swing, and we are heating things up on the practice management front this week with three pieces to help you build your business.
The Positives of Pessimism, Declining Referrals and SEO Best Practices
Kristan Wojnar, RCC™ |
We are looking at the subjects of pessimism, turning down referrals and website ranking search results.
Blogging Mistakes, the Importance of Firm Culture and Avoiding Red Flags in Prospecting
Kristan Wojnar, RCC™ |
This week we are focusing on blogging mistakes, why your advisory firm’s culture matters and red flags that may cause you to lose prospects.
Fresh Perspectives on Your Business, Longevity Planning and Social Post Inspiration
Kristan Wojnar, RCC™ |
Our subject matters for this week concentrate on new ideas for your advisory business, longevity planning and inspiration for social media posts.
Great Reads, Social Media Impressions and Working with Adult Children of Deceased Clients
Kristan Wojnar, RCC™ |
Our must-read pieces for this week look at great advisor books, how impressions work on social media and insight on working with adult children after a parental death.
Sending Video Messages, Your Most Valuable Clients and Maximizing Your Time
Kristan Wojnar, RCC™ |
Maximizing your time and being efficient in your business are keys to every advisor's success.
Justifying Your Fees, Landing Local Media Interviews and Road Mapping Your Business Goals
Kristan Wojnar, RCC™ |
The latest and greatest practice management ideas for this week are demonstrating value to justify your fees, getting local media interviews and outlining your yearly goals and objectives.
Your Acquisition Trail, Making Your Advice Easy to Implement and Outsourcing Your Marketing
Kristan Wojnar, RCC™ |
This week we are tackling the topics of acquiring ideal clients, how to make your advice easy to follow and ways to outsource your marketing.
Generating Referrals, Capitalizing on a Common Throwaway Question and the Benefits of Retargeting
Kristan Wojnar, RCC™ |
In this week’s edition, we are gaining insight into generating referrals, making the most from a frequent throwaway question and retargeting in advertising.
Relentless Prospecting, LinkedIn Habits to Break and Publishing Fees on Your Site
Kristan Wojnar, RCC™ |
We are engaging in the practice management areas of client acquisition, social media habits to lose and publishing your fees.
Converting Leads from Social Media, Minimizing Referral Risk and Strong Team Communication
Kristan Wojnar, RCC™ |
Our topics for this week center around lead conversion and social media, minimizing referral risk and strong team communication.
Top Advisor Websites, the Power of Telling Stories and Using Social Proof in Your Marketing
Kristan Wojnar, RCC™ |
This week, we are delving into the subjects of top advisor websites, the power of storytelling and defining social proof.
Minding Virtual Nonverbal Cues, Getting Blogs to Pop up in Searches and Vital Website Elements
Kristan Wojnar, RCC™ |
We are exploring the topics of virtual nonverbal communication, getting your blogs to show up in searches and components your website might be missing.
Clues to Uncover Client Assets: Accounting Partners and the Form 1040
Wayne Anderman, CFP® MBA |
Building relationships with tax professionals and getting familiar with opportunities on the Form 1040 only serves to benefit your clients.
A Clear Business Plan, the Power of Your Spheres of Influence and Step-by-Step Blogging
Kristan Wojnar, RCC™ |
Our themes for this week focus on business planning, your spheres of influence and blogging.
Clickable Email Subject Lines, Lose this Word with Prospects and Digital Marketing Trends
Kristan Wojnar, RCC™ |
We are exploring content this week focused on clickable email subject lines, one word to avoid with prospects and successful digital marketing trends.
Frequency of Fresh Website Content, COI Referrals and Communicating Your Value
Kristan Wojnar, RCC™ |
This week we are examining the subjects of frequency of new website content, consistent center of influence (COI) referrals and communicating your value.
Increasing Social Media Engagement, Growing Ideal Clients and Traits of Elite Advisors
Kristan Wojnar, RCC™ |
Our practice management topics for this week center around social media engagement, growing your ideal client base and common traits of elite financial advisors.
Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
Kristan Wojnar, RCC™ |
We are looking at the industry themes of client emotional appeal, the power of female financial advisors and advisory website must-haves.
Infographic Marketing, 3 Words with a Big Impact and Referral Source Reviews
Kristan Wojnar, RCC™ |
This week we are diving into the subjects of infographics, words that can make a big difference and referral source reviews.
Successful Blogging, Story Selling and Authentic Marketing
Kristan Wojnar, RCC™ |
We are tackling the topics of blogging, story selling and advisor authenticity this week.
Using Hashtags, Scaling Your Business and Tiny Habits to Build Your Business
Kristan Wojnar, RCC™ |
Our subject matters for this week include successful use of hashtags, scaling your advisory business and how small changes can impact your overall business.
Growing your Social Media, Digital Marketing Trends and LinkedIn Conversations Starters
Kristan Wojnar, RCC™ |
We are looking at the hot topics of growing your social media, digital marketing trends and LinkedIn conversations starters.
Supercharging Your Marketing Efforts in 2021
Kristan Wojnar, RCC™ |
This week we are completely focused on your marketing strategies and tactics.
A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
Kristan Wojnar, RCC™ |
This week we are tackling the practice management topics of a client-centric approach, your ideal number of clients and making the most out of your meetings with female investors.
A Positive Mindset, Being a Great Advisor and the 2021 Advisor Landscape
Kristan Wojnar, RCC™ |
As we ring in 2021, we are keeping it positive.
Virtual Events, Building Your Centers of Influence and Gaining Client Feedback
Kristan Wojnar, RCC™ |
As we close out 2020, we are looking at 3 powerful practice management themes this week to super charge your new year.
Prospecting, Podcasting and Using an Online Appointment Scheduler to Maximize Business
Kristan Wojnar, RCC™ |
We are tackling the topics of prospecting, podcasting and using an online appointment scheduler this week.
Best Advisor Conferences, LinkedIn Messaging and Your Value Proposition
Kristan Wojnar, RCC™ |
Our practice management subjects for this week cover the best financial advisor conferences, LinkedIn messaging and your client value proposition.
Effective Use of Lead Services, Managing Emotional Clients and an Advisor Website Checklist
Kristan Wojnar, RCC™ |
This week we are diving into the topics of effective use of lead services, managing emotional clients and advisor website launch to-dos.
2021 Goal Setting, COVID-19 World Prospecting and Navigating Political Conversations
Kristan Wojnar, RCC™ |
Our timely practice management topics for this week revolve around 2021 goal setting, prospecting in a pandemic and navigating political conversations with clients.
Writing Clickable Subject Lines, What Millennials Want and Standing Out on Social Media
Kristan Wojnar, RCC™ |
This week, we are looking at the subjects of clickable subject lines and what millennials want from their advisors
Losing the Jargon, Digital First Impressions, and Getting Clients and Prospects to Return Your Calls
Kristan Wojnar, RCC™ |
This week we are tackling the subjects of financial services industry jargon and digital first impressions.
The Rise of Using Video Content and Maximizing It To See Results in Your Business
Kristan Wojnar, RCC™ |
This week, our content focuses around using the power of video.
Strengthening your Team, Closing Q4 Strong and Words to Avoid with Affluent Clients
Kristan Wojnar, RCC™ |
This week we’re tackling the topics of strengthening your team, ending Q4 with a strong finish and words you should lose.
Timely Tips: Following Up, Virtual Prospecting and Building an Online Presence
Kristan Wojnar, RCC™ |
Our timely practice management tips for this week focus on following up, virtual prospecting and building your online presence.
Becoming the Go-To Advisor, Uploading your Contacts to LinkedIn and Getting Prospects to Change Advisors
Kristan Wojnar, RCC™ |
We are diving into the subjects of becoming the “go-to” financial advisor and growing your LinkedIn network.
Nailing Video Calls, Clients Who Avoid Digital Engagement, and Snackable Content
Kristan Wojnar, RCC™ |
It’s a sign of the times – this week we are looking at all things digital.
Maximizing Your Content Marketing, Writing Read-Worthy Emails and Powerful LinkedIn Tips
Kristan Wojnar, RCC™ |
We are digging into the important subjects of content marketing, writing emails that clients want to read and mastering LinkedIn this week.
Webinar Topics, Finding Balance and Building Your Brand
Kristan Wojnar, RCC™ |
We are tackling the topics of choosing the right webinar topic, finding balance in your business and building your advisory practice brand.
Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
Kristan Wojnar, RCC™ |
This week we have three different, but fantastic, pieces to dive into.
Social Distancing Marketing Best Practices, High Quality Prospects and Moving Clients Forward
Kristan Wojnar, RCC™ |
This week we are looking at the subjects of social distancing marketing, increasing quality prospects and helping clients to move forward.
Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
Kristan Wojnar, RCC™ |
We are looking at the subjects of staying top-of-mind with your clients, creative marketing and mistakes to avoid when blogging.
Back-to-School Support, Consistent Marketing Efforts and Avoiding Burnout
Kristan Wojnar, RCC™ |
Let’s dig into the topics of back-to-school support during COVID-19, jumpstarting your marketing and avoiding advisor burnout.
Remote Soft Skills, Video Calls and Emotions in Uncertain Times
Kristan Wojnar, RCC™ |
We are tackling three timely subjects for advisors this week as we continue to navigate the COVID-19 world.
Your Homepage Formula, Building your Capacity and Client Retention
Kristan Wojnar, RCC™ |
This week we are diving into the topics of what elements should be on your homepage, building capacity and client retention.
Virtual Tools, Valuable Lessons and Improving Your Business
Kristan Wojnar, RCC™ |
This week we are highlighting the themes of virtual tools, learning from your mistakes and improving your business during challenging times.
Managing Stress, Client Reviews and Marketing Tactics
Kristan Wojnar, RCC™ |
We are jumping into three different but timely topics this week.
Special Needs Financial Planning, Goal Setting and Blogging
Kristan Wojnar, RCC™ |
This week, we are taking a look at the subjects of special needs financial planning, setting goals for your practice, and advisor blogging.
Virtual Event Prospecting, Generating Leads and Managing Fear
Kristan Wojnar, RCC™ |
This week we explore the topics of prospecting through virtual events, low-cost lead generation and managing fear in uncertain times.
Longevity Planning, Staying Relevant and Keeping a Healthy Mindset
Kristan Wojnar, RCC™ |
This week, we are tackling the subjects of longevity planning, staying relevant and keeping a positive mindset through the COVID-19 crisis.
Simplifying your Business, Implementing Processes and the Advisor of the Future
Kristan Wojnar, RCC™ |
This week we are looking at the topics of efficiency in your advisory practice, as well as the financial advisor of the future.
Client Reviews, Creating a Digital Storefront and a YouTube Guide for Advisors
Kristan Wojnar, RCC™ |
This week we are looking at three different topics that are all important to your advisory practice right now.
Summer Quarantine Reading, Acquiring Clients through Webinars and Growing Your Team
Kristan Wojnar, RCC™ |
Let’s take a look this week at the subjects of quarantine best reads, mastering client acquisition through conducting online webinars and leveraging your team.
Client Reassurance, Reopening Your Office and Virtual Meeting Etiquette
Kristan Wojnar, RCC™ |
This week, we are looking at the topics of reassuring clients during the COVID-19 crisis.
Successful Client Communication
Kristan Wojnar, RCC™ |
We are focusing on the theme of communication this week.
Evolving, Delegating and Connecting
Kristan Wojnar, RCC™ |
This week we are focusing on how advisory practices are changing during the COVID crisis.
Client Connection, Virtual Communication and Mastering Business Skills
Kristan Wojnar, RCC™ |
This week we are looking at client connection and virtual communication best practices.
Creating Client Trust
Kristan Wojnar, RCC™ |
This week we are focusing on the subject of creating client trust.
Prospecting and Marketing in Turbulent Times
Kristan Wojnar, RCC™ |
This week we are focused on the topics of prospecting and marketing.
Succeeding Through the Coronavirus Pandemic
Kristan Wojnar, RCC™ |
We are focusing on pieces this week to succeed through the Coronavirus pandemic.
Thriving Through the COVID-19 Crisis
Kristan Wojnar, RCC™ |
This week we are specifically looking at pieces to help you thrive through the COVID-19 crisis.
Building Your LinkedIn Presence
Kristan Wojnar, RCC™ |
Read ahead to learn how to gain assets and clients by focusing your social media efforts on LinkedIn.
The Indispensable Advisor
Kristan Wojnar, RCC™ |
Read ahead to learn how to become the go-to financial advisor to your clients and prospects
3 Must Read Pieces for Practice Management: March 10
Kristan Wojnar, RCC™ |
First, we are looking at how to write a powerful advisor bio. Next, we are taking a look at how to manage your most valuable resource. Our final piece discusses the importance of authenticity in your business.
3 Must-Read Pieces for Practice Management: March 9 Edition
Kristan Wojnar, RCC™ |
Is your website worthless? Check out this article that can help you identify flaws in your website.
A Fresh Perspective on Branding
Kristan Wojnar, RCC™ |
Building your brand is not just a fad. Revisiting and refining your brand is paramount.
Your Social Strategy
Kristan Wojnar, RCC™ |
Not so long ago a social strategy used to be just a “nice-to-have” marketing strategy, but fast forward to the present and it has quickly become a “need-to-have” strategy.
3 Must Read Pieces for Practice Management: February 11
Kristan Wojnar, RCC™ |
This week we are taking a look at the topics of podcasts, how your prospects think and social media posts.
3 Must-Read Pieces for Practice Management: February 10 Edition
Kristan Wojnar, RCC™ |
Wish your brand could go viral? This quick read suggests 3 ways to get your business brand to stand out.
Gaining While Failing in Your Practice
Kristan Wojnar, RCC™ |
Your biggest mistakes can also bring you the biggest gains in your business. Check this article to learn more.
3 Must-Read Pieces for Practice Management: January 13 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the three must-read pieces for practice management.
3 Must Read Pieces for Practice Management: January 13
Kristan Wojnar, RCC™ |
Let’s face it, the words we use everyday matter! Our content for this week all has to do with the words you use in your business.
Managing Difficult Clients
Kristan Wojnar, RCC™ |
Check out this article to learn more about skills needed to deal with clients who are hard to manage.
Crossing the Generations
Kristan Wojnar, RCC™ |
Financial advisors that are successful with younger clients truly succeed with them because they make a concerted effort to meaningfully connect with younger clients and prospects in order to build trust.
3 Must-Read Pieces for Practice Management: November 12 Edition
Kristan Wojnar, RCC™ |
We are discussing branding and hiring tips in this edition
3 Must-Read Pieces for Practice Management: November 11 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the three must-read pieces for practice management.
Got Empathy?
Kristan Wojnar, RCC™ |
The Power of the Empathetic Advisor
Maximizing Your Assistant to Achieve Your Ultimate Productivity
Kristan Wojnar, RCC™ |
Partner with your assistant to gain the most productive results in your business.
3 Must-Read Pieces for Practice Management: October 15 Edition
Kristan Wojnar, RCC™ |
Social media and websites are on our radar for this week.
3 Must-Read Pieces for Practice Management: October 14 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the three must-read pieces for practice management.
Making a Meaningful Difference: Increasing Financial Literacy
Kristan Wojnar, RCC™ |
Read this article to know how advisors can significantly impact the growing financial literacy problem
Dream or Reality: Achieving Work-Life Balance as an Advisor
Kristan Wojnar, RCC™ |
The intricate balance of professional and personal life as a financial advisor.
3 Must-Read Pieces for Practice Management: September 16 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the 3 must-read pieces of this month.
3 Must-Read Pieces for Practice Management: September 16 Edition
Kristan Wojnar, RCC™ |
This week we are tackling the topics of becoming memorable, decoding nonverbal cues and where to find Millennial clients.
Becoming a Master Networker
Kristan Wojnar, RCC™ |
Tips to mastering the essential skill of networking
Engaging in Meaningful Client Conversations
Kristan Wojnar, RCC™ |
Making every effort to engage in conversations that are truly meaningful is the gateway to getting results.
3 Must-Read Pieces for Practice Management: August 12 Edition
Kristan Wojnar, RCC™ |
Every month, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.
3 Must-Read Pieces for Practice Management: August 12 Edition
Kristan Wojnar, RCC™ |
We are diving into technology topics this week.
Listening with Intent to Your Clients
Kristan Wojnar, RCC™ |
If we are honest, we all can work on being better listeners when it comes to both our personal and professional lives.
What Clients Want: The Rise of the Cyborg Advisor
Kristan Wojnar, RCC™ |
The hybrid model pairs the ease of the algorithm platform with the element of human interaction.
3 Must-Read Pieces for Practice Management: June 17 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the must-read pieces.
3 Must-Read Pieces for Practice Management: July 15 Edition
Kristan Wojnar, RCC™ |
This week we are looking at three pieces focused on your social media practices. Our first piece looks at optimizing your LinkedIn headline.
3 Must-Read Pieces for Practice Management: July 15 Edition
Kristan Wojnar, RCC™ |
This week we are looking at the subjects of digital marketing, succeeding with your female clients and prospects.
Vlogging For Financial Advisors
Kristan Wojnar, RCC™ |
The average person spends 88% more time on a website that has video.
Creating a Client Advisory Board for Your Business
Kristan Wojnar, RCC™ |
Establishing a client advisory board provides numerous benefits, including helping to ensure your marketing strategy is on track.
3 Must-Read Pieces for Practice Management: June 17 Edition
Kristan Wojnar, RCC™ |
Check out our latest update on the 3 must-read pieces.
Truth Talk: Myths About Millennials
Kristan Wojnar, RCC™ |
The millennial generation, also called Generation Y or Gen Y, is perhaps the most highly researched and highly talked about generation in all of history.
Helping Grieving Clients
Kristan Wojnar, RCC™ |
Helping clients who are grieving just might be one of the single biggest challenges with which financial advisors are confronted.
3 Must-Read Pieces for Practice Management: May 20 Edition
Kristan Wojnar, RCC™ |
This week we are exploring the topics of fully engaging your clients, knowing your audience and tips for business cards.
3 Must-Read Pieces for Practice Management: May 20 Edition
Kristan Wojnar, RCC™ |
We are concentrating on the topics of the power of process, upgrading your marketing, and building strong relationships with clients this week.
Serving Your Clients Who Are Caregivers
Kristan Wojnar, RCC™ |
Being a caregiver is extremely stressful. It weighs heavily not only on the caregiver’s finances, but also their career.
Training and Investing in Your Staff
Kristan Wojnar, RCC™ |
What’s the secret to having an amazing and loyal staff? Invest in their ongoing development.
3 Must-Read Pieces for Practice Management: May 6 Edition
Kristan Wojnar, RCC™ |
Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.
3 Must-Read Pieces for Practice Management: May 6 Edition
Kristan Wojnar, RCC™ |
Check out the latest edition of the three must read pieces.
Helping Clients Navigate Divorce
Kristan Wojnar, RCC™ |
Unfortunately, it is well known that more than half of all marriages do not “live happily ever after.”
The Biggest Hurdles Financial Advisors Face
Kristan Wojnar, RCC™ |
Financial advisors face tough challenges on a daily basis. At times, the hurdles may seem overwhelmingly hard to manage.
3 Must-Read Pieces for Practice Management: April 22 Edition
Kristan Wojnar, RCC™ |
Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.
3 Must-Read Pieces for Practice Management: April 22 Edition
Kristan Wojnar, RCC™ |
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
Revisiting Your Value Proposition
Kristan Wojnar, RCC™ |
Ask yourself honestly, when was the last time you revisited your unique value proposition?
What You Need to Know About The Children of Your Wealthy Clients
Kristan Wojnar, RCC™ |
Chances are high that you don’t know the children of your wealthy clients personally, and the fact of the matter is that they need you.
3 Must-Read Pieces for Practice Management: April 8 Edition
Kristan Wojnar, RCC™ |
Every two weeks, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice.
3 Must-Read Pieces for Practice Management: April 8 Edition
Kristan Wojnar, RCC™ |
Every two weeks, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar.
What Separates Successful Advisors From the Rest?
Kristan Wojnar, RCC™ |
The more you learn, the more you earn. These words of wisdom come from the great Warren Buffet.
The Importance of Connecting Emotionally With Your Clients and Prospects
Kristan Wojnar, RCC™ |
Making an emotional connection with your clients and prospects is both vital to your relationships with them and to your practice.
3 Must-Read Pieces for Practice Management: March 26 Edition
Kristan Wojnar, RCC™ |
This week we are looking at the topics of website design, website homepages and marketing to women.
3 Must-Read Pieces for Practice Management: March 25 Edition
Kristan Wojnar, RCC™ |
We are looking at the topics of mastering LinkedIn, what makes wealthy clients search for an advisor and tips for successful drip marketing campaigns.
How to Deliver Bad News to a Client
Kristan Wojnar, RCC™ |
Check out this piece to know how you can approach a potentially touchy territory with clients when both market highs and lows are part of the investing journey.
Becoming More Referable
Kristan Wojnar, RCC™ |
Asking for client referrals likely isn’t your favorite part of your job. Am I right? Read along to explore ways to become more referable.
3 Must-Read Pieces for Practice Management: March 18 Edition
Kristan Wojnar, RCC™ |
Check out the three must read practice management pieces for this week.
3 Must-Read Pieces for Practice Management: March 18 Edition
Kristan Wojnar, RCC™ |
Check out the three must read pieces for practice management for this week.
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