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

Wealth Solutions Group

Grow your business Wealth Solutions Group

Your team. Extended.

The Wealth Solutions Group is a team of credentialed, industry experts who offer product and sales support, knowledge, tools and resources in the areas of advisory products and investments, financial planning, retirement planning, and insurance & annuities. Their consultative services are available to help you grow your practice and exceed client expectations. Think of the Wealth Solutions Group as an extension of your team, just a phone call away.

Case Consultation

A case consultation can help you strategize solutions, troubleshoot a specific issue, or explain planning concepts or complex product solutions. Employ this service to help deepen your analysis, enhance your confidence and improve results.

Plan Development

Enlist the Wealth Solutions Group to develop custom financial plans for your clients. This service spans the arc of the financial plan preparation process, starting with data collection through final plan construction. Your case manager will work in partnership with you to deliver a final plan that uncovers often overlooked strategies and opportunities.

RFP Preparation

Streamline the RFP process and land more large cases by leveraging the expertise of the Wealth Solutions Group’s RFP Preparation Service. Let the group help you prepare complicated proposals for 401(k)s, 403(b)s, foundations and charitable endowments.

Portfolio Construction

Have a prospective or existing client with a complex asset allocation situation? Seeking to create more consistency in your delivery of investment solutions? Looking for a second opinion? The Wealth Solutions Group will analyze the portfolio and provide recommendations and guidance on potential opportunities to improve performance, reduce portfolio risk, or both.

Business Development

Grow your book of business with the help of our consultative, value-added programs and proactive support. We offer online topical training modules, client friendly guides, timely strategies, opportunities to engage clients/prospects and plan reviews to help you identify latent opportunities.

Product & Technology Integration

The Wealth Solutions Group knows our planning and investment planning solutions inside and out. Consult our team of experts to improve how you integrate tools such as eMoney, Envestnet and Morningstar into your sales and client services process.

Marketing

Women talking

Captivate prospects, create buzz, expand business

Whether you specialize in financial plans for military personnel, employer-sponsored plans for corporations, or insurance sales to doctors, marketing is your differentiator. Creative, targeted and unexpected marketing can captivate an audience, lift leads and ultimately, get the conversion. Turn to Waddell & Reed’s marketing services to help you create buzz.

Socialize your practice with social media

Our social media program provides training, content and tips for growing your business using LinkedIn, Facebook and Twitter. Using engaging and professionally designed posts, or writing your own customized posts, you can connect with clients and prospects on a weekly or daily basis. Our dedicated social media staff will work with you individually to:

  • Identify prospects using search filters
  • Interact with clients and prospects through updates, comments, discussions and messaging
  • Expand your reach using targeted ads and posting strategic content

Hire a Waddell & Reed marketing professional

When you hit the limits of your creative talent, contact the marketing professionals at Waddell & Reed to strategize, conceptualize and materialize your ideas. You share your vision and we’ll draw up a contract based on an agreed upon, per-hour fee. Contact our marketing team for assistance with:

  • Branding services
  • Advertising design and content
  • Writing for radio/TV ads, press releases, speeches
  • Printed marketing materials
  • Web content

Plan your perfect event

Event planning is more than securing a location and planning the food. To get your event exactly right, contract with Waddell & Reed’s corporate events team. This group is at your service for large-scale and more intimate events. They take care of it all, including:

  • Development and design
  • Marketing and invitations
  • Financial management
  • Production

Launch a personalized website

A personalized website allows you to promote your business, gather leads and educate clients and prospects. Waddell & Reed partners with FMG Suite to provide multiple tiers of advisor websites, at a discounted rate. Websites feature:

  • Mobile-friendly and contemporary design styles
  • Customizable pages that you can populate with your own content or contract with Waddell & Reed marketing to develop engaging, professional copy
  • FINRA-reviewed resources

Advisor Development

Two Women meeting at table

Expand your knowledge

Any sage, savant or school teacher will say you are never done learning. We agree. With the financial services world constantly in motion with new products, communications and marketing approaches, sales techniques, and legislation, it can be a chore to keep up. Waddell & Reed makes it easier with curriculum, coaching and conferences to build your skills and up your game.

Performance coaching

Lift your sales results with professional coaching and curriculum from a variety of training organizations on topics such as sales management, increasing your production, taking your practice to the next level and prospecting.

Waddell & Reed University (WRU)

WRU delivers required and elective online training programs that are sourced both externally and using our internal subject-matter experts. Work at your own pace, accessing training as you need it, from a library of more than 325 courses. Topics include DOL, financial planning, insurance planning, investment planning, executing business, practice development, marketing, product information, sales process, systems and technology, and home office operations.

National Meeting

This annual business meeting features nationally recognized guest speakers covering business, financial and life topics, investment management professionals discussing industry trends, Waddell & Reed executives providing company direction and outlook, and practice-enhancing workshops.

See where you can grow with Waddell & Reed.

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