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.
Waddell & Reed makes it easy to augment communication and marketing efforts during industry-specific events by offering client-focused materials and advisor education.
Selling a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.
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.
Create a culture that reflects who you are and positively positions your business.
Spend more time with clients when your business runs effortlessly.
A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.
As a financial advisor and a small business owner, setting goals and developing a plan to achieve those goals are key to your success.
Leaders are everywhere. And guess what? Many of them are the boss of no one. They’re individual contributors, teachers, volunteers, students. And they’re financial advisors.
Think about why you became a financial advisor. Your reasons might include a desire to help people or intrigue in investing. Definitely NOT on your list: hiring staff, negotiating office leases, purchasing office equipment.