Practice Insights

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As a financial advisor, you wear multiple hats. On any given day, you’re working with clients to plan their financial futures and working on growing and strengthening your practice.

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.

3 practice metrics you need to know

Uncover valuable insight about your business by knowing and interpreting your numerical story.

6 ways a blog helps build your business

Blogging is one way to reach prospects and provide a constant stream of communication to clients.

Gain control of workload with time blocking

The practice of time blocking can be a useful tool to help gain control of your schedule while maintaining the ability to be flexible and nimble.

5 ways to think, plan and act like a business owner

These five business-owner characteristics can help you shift out of your comfort zone to reach your business’s full potential.

Four reasons you might need a business coach

Having the self-awareness to recognize you need a business coach puts you one step closer to a business breakthrough.

7 things that drive practice value

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

Reduce processing errors, increase time with clients

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

Are you fostering a toxic team dynamic?

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

Waddell & Reed favorably ranked by national publications

In a climate characterized by shrinking margins, increased regulatory oversight and greater competition, Waddell & Reed consistently ranks favorably in total revenue, as reported by national publications.

Selling your practice is no small deal

Selling a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.