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Practice growth is the goal. Pursue it using resources that promote your name, offer solutions and deepen your knowledge.

Product & Planning Service Teams

Consult with specialists to impact growth

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Our product and planning support teams offer a keen understanding, experienced approach and sound solutions to your specific case needs. Support teams are available in the areas of financial, insurance and retirement planning.

Financial Advisor Sales Team

Your first line of defense for pre-sale consultation services is the Financial Advisor Sales Team (FAST). FAST is staffed with subject matter experts in the areas of insurance, investments, retirement plans and financial planning and provides detailed and direct support.

You also may contact directly the following support teams for advanced, in-depth or complicated product and planning situations.

Financial Planning

Waddell & Reed’s tradition of financial planning evolved organically, starting when we opened our doors in 1937. Today, advisors look to planning as a catalyst for client success, and to that end we offer a team of planning professionals to consult on eMoney financial planning platform, our financial planning process and advanced planning services.

Insurance Planning

Incorporating insurance-based products to diversify your practice can mean growth opportunities, but only when you understand which products are best for your clients. Our insurance planning team provides product knowledge and comparison, review of current client insurance, recommendations for additional or upgraded products, education on industry trends and strategic partner resources.

Retirement Sales Support

Retirement planning fits into most clients’ financial plans, which translates to a significant portion of advisor business. Our retirement plan sales team provides consultation for inquiries related to platforms and products, marketing and sales strategies and advanced retirement plan issues and activities.

Marketing

Captivate prospects, create buzz, expand business

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Whether you specialize in financial plans for military personnel, employer-sponsored plans for corporations, or insurance sales to doctors, marketing is your differentiator. Creative, targeted and unexpected marketing can captivate an audience, lift leads and ultimately, get the conversion. Turn to Waddell & Reed’s marketing services to help you create buzz.

Socialize your practice with social media

Our award-winning social media program* provides training, content and tips for growing your business using LinkedIn, Facebook and Twitter. Using engaging and professionally designed posts, or writing your own customized posts, you can connect with clients and prospects on a weekly or daily basis. Our dedicated social media staff will work with you individually to:

  • Identify prospects using search filters
  • Interact with clients and prospects through updates, comments, discussions and messaging
  • Expand your reach using targeted ads and posting strategic content

*2015 WealthManagement.com Industry Award winner for Social Media Implementation

Hire a Waddell & Reed marketing professional

When you hit the limits of your creative talent, contact the marketing professionals at Waddell & Reed to strategize, conceptualize and materialize your ideas. You share your vision and we’ll draw up a contract based on an agreed upon, per-hour fee. Contact our marketing team for assistance with:

  • Branding services
  • Advertising design and content
  • Writing for radio/TV ads, press releases, speeches
  • Printed marketing materials
  • Web content

Plan your perfect event

Event planning is more than securing a location and planning the food. To get your event exactly right, contract with Waddell & Reed’s corporate events team. This group is at your service for large-scale and more intimate events. They take care of it all, including:

  • Development and design
  • Marketing and invitations
  • Financial management
  • Production

Launch a personalized website

As an advisor working out of a Waddell & Reed branch office, you will have a presence on the branch website. But a personalized website is where you can seriously promote your business, gather leads and educate clients and prospects. Waddell & Reed partners with Broadridge Financial to provide three tiers of advisor websites, at a discounted rate, that feature:

  • Mobile-friendly and contemporary design styles
  • Customizable pages that you can populate with your own content or contract with Waddell & Reed marketing to develop engaging, professional copy
  • FINRA-reviewed resources

Advisor Development

Expand your knowledge

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Any sage, savant or school teacher will say you are never done learning. We agree. With the financial services world constantly in motion with new products, communications and marketing approaches, sales techniques, and legislation, it can be a chore to keep up. Waddell & Reed makes it easier with curriculum, coaching and conferences to build your skills and up your game.

Performance coaching

Lift your sales results with professional coaching and curriculum from a variety of training organizations on topics such as sales management, increasing your production, taking your practice to the next level and prospecting.

Waddell & Reed University (WRU)

WRU delivers required and elective online training programs that are sourced both externally and using our internal subject-matter experts. Work at your own pace, accessing training as you need it, from a library of more than 325 courses. Topics include DOL, financial planning, insurance planning, investment planning, executing business, practice development, marketing, product information, sales process, systems and technology, and home office operations.

Conferences

Waddell & Reed offers the opportunity to qualify or buy-in to educational and networking conferences.

Circle

This annual business meeting features nationally recognized guest speakers covering business, financial and life topics, investment management professionals discussing industry trends, Waddell & Reed executives providing company direction and outlook, and practice-enhancing workshops.

Advisor Resources Conference (ARC)

Advisors in their first year at Waddell & Reed may qualify to attend the three-day ARC at our firm headquarters in Overland Park, Kan. Development topics focus on value to clients, the financial planning process, marketing strategies and resources, and practice development techniques.

See where you can grow with Waddell & Reed.

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