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.
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.
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.
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.
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.
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 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 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 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.
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.