Marketing Programs

Marketing is the engine that drives the growth of your practice. At Waddell & Reed, our marketing programs are designed to help you navigate a course toward your ultimate goal of sustained business expansion and market penetration. We supply innovative marketing tools, materials and strategies that give you the ability to reach clients in a competitive marketplace. We'll help you build relationships with prospective clients; enhance your image and reputation with existing clients; and target and gain access to new markets.

the company store

Our internet-based fulfillment management system offers ready access to an extensive library of marketing resources. The Company Store houses marketing collateral, invitation programs, customizable literature and premium items. You can place orders quickly and easily with a user-friendly shopping cart system and take advantage of additional print and direct mail services.

Marketing Collateral

A wide array of professionally written and designed, compliance-approved, high- impact sales literature is available at no cost to you. In addition, we offer a variety of material for personal customization. Customized materials are systematically routed for compliance review and approval. Once approved, simply download a PDF for local printing or utilize The Company Store for print and/or mail services for a low per-piece charge.

Investment Commentary

Ongoing audio and print commentary from our chief executive officer, chief investment officer and investment management division gives you up-to-date analysis, perspective and insight; assists you in educating your clients; and aids you in recommending and promoting appropriate solutions.

Local Media Advertising

Professionally created and customizable print, radio and billboard advertising, designed to enhance your name recognition and position you as a financial services resource in your community.

Personal Web Site

Through our partnership with Emerald Publications, you can purchase and create a comprehensive web presence using multiple templates, colors and themes and select from a substantial catalog of pre-approved content.

Email Marketing Services

Through our partnerships with Emerald Publications and Forefield, you'll have access to email marketing services that offer you customizable content and frequency-of-delivery options to target specific clients or groups.

Lead, Qualification & Referal Program

We have partnered with IXI Corporation, the premier provider of customer segmentation, targeting and market tracking solutions for the financial services industry, to provide you with a lead, qualification and referral program. This turnkey solution supplies sophisticated, actionable marketing data at the tactical level through a dynamic list building function, as well as the ability to find a household's neighborhood wealth rating or a list of the nearest neighbors for virtually any household in the U.S.

Sales Strategies

Our sales strategies outline a specific sales opportunity, the implicit financial issues, appropriate target markets, a targeted marketing campaign and the skills, knowledge and resources you'll need to execute.

Seminar/Presentation Tools

This comprehensive collection of compelling, targeted and professional presentations is designed to quickly engage your clients and prospects and position you as an expert on a variety of financial issues. In addition, you can further supplement this collection with a variety of seminar and presentation materials through our relationships with Morningstart, Forefield and Emerald Publications.

InvestorInfo

InvestorInfo is a collection of articles covering a broad range of financial subject matter that can be customized with your personal information and sent to clients, prospects or your local media to increase your exposure in your local community.

Taking Aim

A library of pre-approved client and prospect correspondence that includes product information, financial topics, event announcements and more. These letters are ready to be used individually or to mail merge as part of a targeted marketing campaign.

Press Releases

The press release library helps you gain exposure in your local market. Whether you are opening a new office within your community, being recognized for earning a specific designation or informing readers about an upcoming financial planning workshop, this program supplies the content you need.

Newsletters

Educational newsletters and publications make it easy to stay in front of clients. With that in mind, we partner with three of the industry's leading providers of financial content to offer you a variety of publication options. Through SmartMoney, Emerald Publications or Forefield you can find the solution that best meets the needs of your client base.

Exhibit booths

To support your efforts in local trade shows and community events, you'll have access to high quality exhibit booths and signage.

Co-op Programs

You know your target market and client base and are best equipped to know the right way to reach them. To that end, we reserve significant marketing and advertising dollars annually to support your local efforts. These programs provide reimbursement support for a variety of marketing and advertising programs including traditional advertising, seminar marketing and special events.

Gift and Promotional items

Through The Company Store Gift Catalog you'll have access to top-brand gift and promotional items for events and special occasions.

Creating your own Materials

While we provide a broad offering of marketing services and support, we understand that there may be times when you choose to create custom marketing materials to fit a unique need. With that in mind, we offer a simple and easy to use compliance review process that will help you to ensure that your material meets appropriate corporate and fiNRA standards.