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Why Waddell & Reed?

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Waddell & Reed prevails competitively in a constantly evolving industry, reinventing while remaining true to the tenets that have shaped us, and always respecting what our advisors value most.

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Transition your business

Switching firms is a milestone in your career. As you explore broker/dealers, settle for nothing less than a supportive environment that fosters enthusiasm for your practice and confidence in your clients’ satisfaction.

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Manage your business

Efficient and effective practice operations depend on solid programs, services and products that advance you to your end goal.

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Grow your business

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

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Practice Insights & News

7 things that drive practice value

Keep these seven points in mind as you work toward realizing maximum value for your practice.

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Reduce processing errors, increase time with clients

Eliminate NIGOs and maximize the capabilities of your CRM by building holistic practice workflows.

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Are you fostering a toxic team dynamic?

Regardless of your team’s structure, it is imperative to monitor and evaluate your team’s dynamic.

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