Advisors delve into practice-enhancing topics at fall conference


One reason experienced financial advisors align with Waddell & Reed is for its supportive environment and wealth of practice-enhancing resources.

But another segment of advisors, those new to the career, choose Waddell & Reed as well. They, too, recognize the value that rich resources and a support-focused culture can provide their young businesses – resources such as the Career Development Conference (CDC).

In early November, a select group of new advisors gathered for CDC in Kansas City, Mo., and delved into topics including developing a sound business plan, developing a marketing plan, using social media and getting a financial planning commitment from clients. Led by home office experts, CDC took advisors on a deep dive into topics essential for building solid practices. The response?

“This [CDC] has been a highlight in my W&R experience. My goal is to use this material and knowledge to greatly improve my business,” said one attendee. Another remarked that “CDC was a week well spent. The information exchange and ideas shared were very valuable. I look forward to implementing many of the things I have learned into my practice.”

CDC gets high marks from advisors because of the value they extract from it. But there’s another reason, too. Camaraderie. At CDC, attendees have a rare opportunity to gather with a relatively small group to network, share ideas, discuss opportunities, and be in the company of colleagues on a similar professional journey. CDC is about knowledge and community.

Whether launching a career as a financial advisor, moving your young practice, or moving an established business, certain attributes you must cling to and others you will compromise. Don’t compromise support.


Let's talk about the level of support you envision for your practice.

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Associated Tags: Practice Management

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