Practice Insights and News

Practice Insights & News


As a financial advisor, you wear multiple hats. On any given day, you’re working with clients to plan their financial futures and managing the non-revenue-producing aspects of your business, such as office logistics and staff.

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.

Develop and protect your culture.

Create a culture that reflects who you are and positively positions your business.

Resources at your fingertips

Waddell & Reed makes it easy to augment communication and marketing efforts during industry-specific events by offering client-focused materials and advisor education.

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?

Preparations continue for DOL Fiduciary Standard Rule

Waddell & Reed has been prepping for the DOL’s Fiduciary Standard Rule since it was proposed. See the steps we’ve taken for a smooth transition.

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.

Advisors benefit from award winning generations program

And the Star Award goes to…GenLink , a generation-focused program that advisors at Waddell & Reed are using to build client relationships and potentially retain generational wealth.

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.

Create operational efficiencies to function optimally.

Spend more time with clients when your business runs effortlessly.

Consider your successful succession plan.

A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.

Build your personal marketing plan.

As a financial advisor and a small business owner, setting goals and developing a plan to achieve those goals are key to your success.

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