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In Their Own Words

In Their Own Words

We love to tell Waddell & Reed’s story. But the color, realism and passion is best expressed by the advisors who affiliate with us. Hear it for yourself.

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Financial advisors gather to learn and engage at Circle of Champions meeting

Waddell & Reed’s top producing financial advisors gathered May 8-11 for a unique annual event called Circle of Champions. This year’s event was held in Kansas City, Mo., home of the firm’s headquarters.

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Top advisors value opportunity to network, collaborate at forum

Every October, a select group of financial advisors meet at Waddell & Reed’s corporate headquarters in Kansas City to network, collaborate and share ideas on the changing industry environment.

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Expand your digital footprint

You’re connected in all kinds of ways. As a financial advisor, you have to be. But are you really embracing technology in a way that lifts AUM?

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