Practice Insights


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.

Better, faster decision making: Foundations of your cash flow

Cash flow analysis tells you the level of investment you can make in your business and the impact of it on your earnings. Understanding it can help you make better business decisions.

3 not-so-obvious reasons to charge for financial planning

Revenue stream, while important, isn’t the only reason to charge for financial planning services.

Tips for virtual events, seminars and workshops

These simple tips can help you host successful virtual client events.

How and why to advise clients on the start-stop-start Social Security strategy

The start-stop-start Social Security strategy may be worth discussing with your clients.

Tips for one-on-one virtual client meetings

Master virtual meetings and gain valuable benefits from the experience with these six tips.

5 steps to providing perspective during volatility

Following these five steps can help you calm your clients’ worries during market volatility.

4 creative ways to choose your DBA name

These four methods can help you choose a DBA name that best represents you and your practice.

6 strategies to help your team manage change

These six strategies can help prepare your team for changes within your practice.

Conduct a financial emergency drill with your clients

Conduct a financial emergency drill with clients to help protect their assets in times of market turbulence.

5 New Year’s resolutions for financial advisors

These New Year’s resolutions for financial advisors may help make 2020 your best year ever.