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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
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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
  • Seminars
  • 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

Comprehensive Seminars

25% off retail price
Only $19.99$32.50 per workbook
Learn more about Seminars.

Topic-Specific Seminars

Only $750 each (reg. $999)
Only $2.75$3.15 per workbook
Learn more about Topic-Specific Seminars.

Presentations

Only $1020 per year
(reg. $1350 per year)
Learn more about  Presentations.

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

Only $45 per month or $499 per year
(reg. $50 per month or $540 per year)
Learn more about eNewsletters.

Print Newsletters

Print Marketing and Newsletters

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

Only $12 per month or $145 per year
(reg. $17 per month or $165 per year)
Learn more about eCards.

Continuing Education

$12 per month or $75 per year
(reg. $17 per month)
Learn more about Continuing Education.

 


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