Group photo on stage at Circle

Financial advisors gather in San Diego for Waddell & Reed's annual national education conference

June 20, 2018


Advisors from across the country gathered in San Diego May 30-June 2 for Circle of Champions, Waddell & Reed’s national education conference. More than 700 advisors participated in Circle this year, where they attended general sessions and workshops, networked and celebrated successes. Headlining the conference this year was a slate of nationally recognized speakers, including:

Carl Richards speaking

Carl Richards

The New York Times’ “Sketch Guy”

Spoke about the importance of clear communication.

Bert Jacobs speaking

Bert Jacobs

founder and Chief Executive Optimist of Life is Good®

Talked about the importance of optimism and how openness leads to greater success in professional – and personal – pursuits.

Ed Slott speaking

Ed Slott

star of nationally-aired PBS specials

Stressed the importance of building a retirement income strategies.

The conference gave advisors opportunity to learn about industry trends, explore new technologies, and participate in up-front discussions about practice management, business direction, the industry at large and company culture. They also took deep dives into financial planning topics and listened as experts from across the financial services industry discussed the marketplace and what we can expect from the economy going forward. 

Learn more about the financial advisor experience at Waddell & Reed.

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