Waddell & Reed

Results-Oriented Marketing Resources

Marketing drives your practice's growth. That's why we've designed marketing resources to help you attract and retain clients your way for your business. Our marketing tools and strategies, client-facing materials, and brand-building techniques will help you stand out in a competitive marketplace, build relationships, enhance your image, and target and gain access to new markets.

Taking Charge Process

Develop professional marketing strategies for your business with the Taking Charge Process. This resource will help you develop a personal profile, identify target markets, understand products and services and become proficient in presenting them, and create a marketing plan based on your sales and income goals.

Career Celebration Event

The Career Celebration Event is an opportunity for advisors who have recently affiliated with Waddell & Reed to publicize and celebrate their career choice. New advisors are eligible for reimbursement of a portion of their Career Celebration Event.*

* Advisors may have more than one event. $1,000 is the maximum reimbursement for all events held.

Power Prospecting Series

This series compiles some of the industry’s best prospecting ideas into a play book for your business. Each idea explores in detail the opportunity, technique and resources that can make it a successful tactic for your practice.

Forefield AdvisorTM

This sales, education and client communication tool helps deliver current, concise and compliant information to your clients. Use it to access articles, illustrations and tables, interactive calculators and presentations; receive email alerts on relevant topics; and access consumer-friendly materials to help explain complicated concepts.

Personal Website

Create your professional website using templates and tools provided through our partnership with Emerald Publications. Featuring Flash-enhanced technology and cutting-edge designs, create a website that promotes your business and supports your brand.

Email Marketing

Through a partnership with Emerald Publications and Forefield, we provide an email resource to track important dates and appointments, promote your business and educate your clients. Reach out with newsletters, research articles, interactive calculators, event notices, invitations, reminders, greeting cards and more.

The Company Store

Our online fulfillment management system is a one-stop shop for an extensive library of marketing resources. The Company Store houses sales-oriented booklets and brochures, invitations, customizable literature, and gift and promotional items. You can place orders through a user-friendly shopping cart system and take advantage of additional print and direct mail services.

Client/Prospect Event Recipes

Strengthen client relationships and ensure that you stay top of mind with events that are fun, creative and effective. Browse our library of events and choose an idea to host for your clients and prospects, or gain inspiration and design your own event.

Seminar/Presentation Tools

This comprehensive collection of professional presentations will engage your clients and prospects. You’ll also have access to seminar and presentation materials created by Waddell & Reed subject matter experts as well as those provided through our partnership with Emerald Publications.

Sales Literature

A wide array of professionally written and designed, compliance-approved, high-impact sales literature is available at no cost. We also offer a variety of customizable materials. These materials are systematically routed for compliance review and approval.

Investment Commentary

Ongoing audio and print commentary from our chief executive officer, chief investment officer and investment management division gives you up-to-date analysis and insight, assists you in educating your clients, and aids you in recommending and promoting appropriate solutions.


InvestorInfo is a collection of articles covering a broad range of financial subjects. When customized with your personal information and sent to clients, prospects or your local media, you’ll benefit from increased exposure in your community.

Client/Prospecting Letters

This library of pre-approved client and prospect letters includes product information, financial topics, event announcements and more. Letters can be used for individual mailings or as part of a targeted marketing campaign.


Educational newsletters and publications are key tools for staying connected to clients. We offer a variety of options through partnerships with three industry-leading providers of financial content – Wall Street Journal Custom Studios, Emerald Publications and Forefield.

Local Media Adevertising

Promote your practice with professionally produced and customizable print, radio, billboard and online banner advertising. These resources are designed to enhance your name recognition and drive traffic to your business.

Press Releases

Press releases from our library help you publicize your news, such as promotion or recognition, in a cost-effective manner. Simply fill in event-specific details and distribute.

Exhibit Booths

To support your efforts in local trade shows and community events, we provide high quality exhibit booths and signage.

Co-Op Marketing Programs

Every region of the country is a unique marketing environment that calls for strategies tailored to it. To support your local marketing and advertising efforts, we reserve significant financial resources, available via reimbursement, for a variety of tactics including traditional advertising, seminar marketing, local sponsorships and special events.