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Special Offers for Waddell & Reed Advisors

Save up to 25% on Broadridge services.

Special Offers for Waddell & Reed Advisors

Broadridge is the premier provider of advisor marketing solutions designed to help you find new prospects, retain and educate clients, and increase referrals.

Call 800-233-2834 to order
Request Information

Select one of these packages at a special savings or choose from the individual solutions below.


Marketing for every stage of your career

Grow Package
Preserve and Manage
  • Only $55 per month
    ($77 retail value)
    Save 28.6% from retail price
  • Email marketing
  • FINRA-reviewed content library
  • Continuing education
Invest Package
Grow and Communicate
  • Only $125 per month
    ($250 retail value)
    Save 50% from retail price
  • Email marketing
  • FINRA-reviewed content library
  • eNewsletters
  • Seminar Solution Set
    (choice of: 17 Presentations or
    one topic-focused Solution Set)
  • Continuing education
MANAGE PACKAGE
Preserve and Manage
  • Only $80 per month
    ($127 retail value)
    Save 37% from retail price
  • Email marketing
  • FINRA-reviewed content library
  • eNewsletters
  • Continuing education

You can also purchase these additional services a la carte

Seminars


Presentations

30-minute seminars
17 titles for $1,020 per year
(reg. $1,350 per year)


Available titles:
An Introduction to Annuities, Variable Annuities, Business Continuation Planning, College Planning, Estate Planning Basics, Advanced Estate Planning, Financial Planning Basics, Investment Basics, Roth IRA Conversions, Planning for Long-Term Care, Special Needs Planning, Social Security, Your Employer-Sponsored Retirement Plan, Retirement Basics, Retirement Income Planning, Retirement Savings Challenges for Women, Women and Money.

Topic-Specific Seminars

60- to 90-minutes seminars with coordinating workbook
Only $750 each (reg. $999)
Only $2.75$3.15 per workbook

Available titles:
College Funding, Estate Conservation, Financial Management, Income for Life, Investment Fundamentals, Making the Most of Social Security, Retirement, Retirement Income, Retirement Investment Strategies, Surviving Market Swings, Taking Control, Tax Cuts and Jobs Act.

Seminar Solution Sets

Seminar packages that combine Presentations and Topic-Specific Seminars of similar topics.
Choice of one Set with Invest Package
Additional sets only $1,020 per year
(reg. $1,350 per year)
Select “One-on-One Collection” for all 17 Presentations

Additional Sets include:
Hot Topics, Annuities, Approaching Retirement, Business Owners, College Funding, Estate Planning, Financial Management, Investment, Retirement, Retirement Income, Social Security, Starting Out, Womens Finance

Comprehensive Seminars

5- to 10-hour multi-session seminars with coordinating workbook
Receive 25% off retail price
(reg. $5,000$6,000)
Only $19.99$32.50 per workbook

Available titles:
The Complete Financial Management Workshop, Financial Strategies for Successful Retirement, Passport to Retirement.

Direct Mail Invitations

Only $0.50$1.35 per piece ($0.55$1.40 value)
Learn more about Invitations.

Email Marketing/FINRA-Reviewed Content Library

More than 3,000 pieces of content that can be shared through email and print.
Only $45 per month or $540 per year
(reg. $60 per month or $599 per year)
Learn more about Email Marketing.

eNewsletters

Timely, FINRA-reviewed content branded for your practice, keeping you top-of-mind and encouraging client conversations.
Only $45 per month or $499 per year
(reg. $50 per month or $540 per year)
Learn more about eNewsletters.

Print Newsletters

Differentiate your brand and stay top-of-mind with prospects and clients with the help of financial education articles.
12% discount on full-service orders (includes printing, postage, and mailing)  
Full Service: $1.43$1.71 per piece, based on quantity.($1.63$1.94 value)
Print Only: $0.81$0.99 per piece, based on quantity.
Learn more about Print Marketing.

eCards

Build and nurture client relationships with user-friend eCard system.
Only $12 per month or $145 per year
(reg. $17 per month or $165 per year)
Learn more about eCards.

Continuing Education

Earn accreditations quickly and efficiently through web based CE tests.
$12 per month or $75 per year
(reg. $17 per month)
Learn more about Continuing Education.

 


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