Waddell & Reed

Business Development and Sales Support

Your Transition Specialist will arrange for you to meet with our business development and sales support teams. Based on your practice and interests, we will construct a customized agenda to maximize your time and learning. These professionals will work with you to map out sales and product strategies and, most importantly, help you identify opportunities to grow your business. Your Specialist will also introduce you to the professional development programs that will help you take your career and practice to the next level.

Financial Advisor Sales Team (FAST)

  • Toll-free, on-demand access to subject matter experts for financial, investment, insurance and retirement planning
  • Pre-sale case consultation sales support team
  • Sales, marketing and business planning strategy experts
  • Mutual fund sales support

Regional Directors - Investment Sales

  • Investment product expertise and training
  • Point-of-sale support
  • Client and prospecting events
  • Liaison to Investment Management Division
  • Timely information and sales strategies
  • Insurance and annuity sales strategies
  • Key practice management steps

Financial Planning

  • Training and development on planning process and software
  • Dedicated plan support
  • Resources and marketing materials

Retirement Plan Sales

  • Retirement plans expertise and training
  • Point-of-sale support
  • Timely information and sales strategies
  • RFP assistance
  • Liaison to strategic partners
  • Service and information to third party administrator

Career Support Programs

  • Continuing education (CE)
  • Career Enhancement Conference (CEC)
  • Sales skills development program
  • Recognition and incentive programs