Practice Insights


As a financial advisor, you wear multiple hats. On any given day, you’re working with clients to plan their financial futures and working on growing and strengthening your practice.

Waddell & Reed has built a reputation on offering independent financial advisors resources to help them pursue their success. We’re pleased to share the same insight with you as you explore the financial advisor career or consider Waddell & Reed as the career home for your existing practice.

Diary of a financial advisor

Many advisors sometimes feel overwhelmed and directionless in their practice – there are solutions.

4 elements of creating a DBA

Establishing a DBA is as simple as a four-step process and yields unique branding opportunities.

4 tips for marketing your new DBA

These four tips can help you market your new DBA and promote your unique brand successfully.

6 strategies for managing personal and practice change

Change is constant. These simple strategies can help you control your response to it.

Go team! A playbook for creating or growing your team

The decision to form a team opens the door to many important, subsequent considerations.

Metrics redefined baseball. What can they do for your practice?

Understanding your numbers can help you make more informed decisions and give you an edge.

Take the time to hire right

Hiring the right people for the roles you need can enhance your client experience and help you grow your practice.

Turn Profitability into Growth

Understanding profitability within your business can help maintain organic growth.

Waddell & Reed favorably ranked by national publications

In a climate characterized by shrinking margins, increased regulatory oversight and greater competition, Waddell & Reed consistently ranks favorably in total revenue, as reported by national publications.

Succession planning: Practice what you preach

Preparing a succession plan for your practice is an important business decision that can benefit those you care about.