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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.

7 things that drive practice value

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

4 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.

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.

Develop and protect your culture

Create a culture that reflects who you are and positively positions your business.

Consider your successful succession plan

A succession plan can help you prepare for almost all future scenarios so that your practice continues as desired.

Hiring staff. NOT the reason you became a financial advisor.

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.