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.
These four methods can help you choose a DBA name that best represents you and your practice.
Eliminate NIGOs and maximize the capabilities of your CRM by building holistic practice workflows.
Regardless of your team’s structure, it is imperative to monitor and evaluate your team’s dynamic.
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 a practice is a process. Explore the lifecycle of a practice sale in the replay of “Keys to Selling Your Practice” webcast.
Create a culture that reflects who you are and positively positions your business.
A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.
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.