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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.

Be a leader without being a boss 

Leaders are everywhere. And guess what? Many of them are the boss of no one. They’re individual contributors, teachers, volunteers, students. And they’re financial advisors.

Financial advisors join Waddell & Reed, Inc.

Waddell & Reed, Inc. has added two independent financial advisors, with assets totaling more than $100 million, to its national network.

Waddell and Reed Selects Riskalyze to Provide Risk Alignment for Advisors

Latest wealth management enterprise to provide access to the Riskalyze platform

WRI introduces new advisory program

MAPDirect offers access to wide range of individual mutual funds and exchange-traded funds.

WRFI Announces Potential Relocation of Corporate Headquarters to Further Business Transformation

Waddell & Reed Financial, Inc., (NYSE: WDR) announced today it has undertaken a comprehensive review of its future real estate needs and is currently evaluating options for a new corporate headquarters.

Waddell & Reed, Inc. Creates New Advisor Desktop Application

WaddellONE offers single sign-on access to range of data, information.