Marketing drives your practice's growth. That's why we've designed marketing resources to
help you attract prospective clients and retain current clients. Our innovative 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.
Lead and Referral Program
Waddell & Reed has partnered with IXI™ Corporation – the industry’s premier provider
of customer segmentation, targeting and market tracking solutions – to provide a lead
and referral program. This turn-key solution supplies sophisticated, actionable marketing
data at the tactical level. You’ll be able to find a household’s neighborhood wealth rating
or a list of the nearest neighbors for any household in the U.S.
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.
Our sales strategies outline a specific sales opportunity, the implicit financial issues,
appropriate target markets, a targeted marketing campaign and the skills, knowledge
and resources you’ll need to execute.
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 e-mail alerts on relevant topics; and
access consumer-friendly materials to help explain complicated concepts.
Create your professional website using templates and tools provided through our
partnership with Emerald Publications. Featuring Flash-enhanced technology and cuttingedge
designs, create a website that promotes your business and supports your brand.
Through a partnership with Emerald Publications and Forefield, we provide an email
marketing 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.
This comprehensive collection of professional presentations will engage your clients
and prospects and position you as an expert. You’ll also have access to seminar and
presentation materials through our relationships with Morningstar®, Forefield and
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.
Ongoing audio and print commentary from our chief executive officer, chief
investment officer and investment management division gives you up-to-date
analysis, perspective 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.
This library of pre-approved client and prospect correspondence 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 – SmartMoney, 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 from our library help you gain exposure for your events in your local
market. Simply fill in event-specific details, print and distribute.
To support your efforts in local trade shows and community events, we provide highquality
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 and special events.