Waddell & Reed


Circle of Champions

Leadership Council The Circle of Champions is a four-day annual meeting at an exclusive resort location. With top quality entertainment and a local flavor to the conference, you'll meet, learn from and network with Waddell & Reed executive management, portfolio managers and your successful peers. Top Circle of Champions qualifiers are invited with a guest.


ViennaThis special level of recognition for superior sales achievement earns you and a guest a week-long vacation at a once-in-a-lifetime destination. Past Crest trips have included: Vienna, Beijing, Puerto Rico, Paris and a Mediterranean cruise.

Chairman's Cabinet

ShanghaiOur most prestigious incentive program for our most successful advisors, Chairman's Cabinet is comprised of three levels of recognition. At the "Platinum Level," advisors and their guests are invited to an exclusive three-day getaway prior to the Crest trip. Chairman's Cabinet advisors can expect upgraded travel and other amenities. Past Chairman's Cabinet trips have been to Shanghai, Prague and Lisbon.

President's Council

The top 12 advisors --six Choice, six Classic-- nationwide form the President's Council. Each member of the council receives a cash bonus and is invited to special meetings for teambuilding, professional development and networking with executive management.

Top Advisors Forum

At the annual Top Advisors Forum, our leading advisors in GDC participate in a four-day visit to our corporate headquarters. Advisors meet and share ideas with senior management, investment managers, subject matter experts and most importantly, other successful advisors, while enjoying the hospitality of Kansas City.

Top Advisors Council

The Top Advisors Council is an exclusive subset of the Top Advisors Forum, consisting of the leading advisors in GDC.

Leadership Council

The top eight managing principals nationwide form the Leadership Council. Each member of the council receives a cash bonus and is invited to special meetings for team-building, professional development and networking with executive management.

Seven C's Recognition Award

This award pays tribute to an advisor and a managing principal who consistently demonstrate the ideals called for in "the Seven Cs," a set of cultural principles that define who we are and underpin our business strategies. Candidates are nominated by their colleagues.

Field Management Incentive Program

This program encourages managing principals to develop advisors, district managers and associate managers into managing principals and compensates them for the loss in their division. Awards include credit toward upcoming incentive trips and stock awards.

Managing Principal and District Manager Stock Incentive Plan

This program encourages managing principals and district managers to recruit and develop new advisors. Managers are ranked based on numerous criteria including recruiting, development and sales. Members are granted stock awards.