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How We Support Your Growth

Looking To Elevate Your Career? You've Come to the Right Place.

When you work with a firm that supports your ideas, aspirations and personal and professional success, you can tell the difference. At Baird, part of our commitment to our clients is providing them with the best professionals in the industry – and to accomplish that, we owe our exceptional Financial Advisors every reason and resource to enhance their practices with us.

We’re Helping Advisors and Their Clients Reach New Heights

Baird has more than 155 Private Wealth Management offices throughout 33 states. And while we’re not small, we are intentional about the ways we grow our firm so that we can continue providing personalized support to each advisor and team. Below are some of the ways in which we do that while helping to foster growth within your practice.

Candid photo of Corporate Resource Group associates meeting in a conference room

Business Development Experts

When you work with Baird, you’ll have a team of regionally aligned experts behind you who are devoted to helping you and your branch thrive. A virtual extension of your team, these experts specialize in areas that range from market analysis to technology platforms. They answer the phone when you call and walk you through any questions or concerns you have, because their goal is to help you grow your practice, win new business and create an exceptional client experience. Have a question about your marketing budget? Shoot your assigned marketing consultant an email. Looking for guidance on implementing a new technology? Call up your IT partner.

Accessible Teams With Specialized Areas of Expertise

Our specialized teams are here to support you and your clients when a situation is increasingly complex in a specific area. We provide you with concentrated teams who focus solely on solutions for things like legacy planning, business owner transitions and family wealth planning for high-net-worth individuals. Plus, we have internal market strategy and economic thought leadership experts who provide commentary and analysis to keep advisors and clients informed. These teams commonly sit down with advisors and clients to collaborate on effective solutions.

Associates walking into a conference room

Best-In-Class Technology

Baird spends approximately $40 million per year on technology for our Private Wealth Management business because we want nothing but the best for our advisors and their clients. When we invest in new technology, we keep two things in mind: the depth of planning insights it provides advisors and the efficiency and accessibility it provides clients.

Microsoft Dynamics logo

Keep your client contacts and tasks organized using this tool to help you better communicate with and serve your clients.

Thomson One logo

Receive access to news, information, tools and services to help inform a more comprehensive wealth management consultation.

Receive an accurate, single view of all your clients’ assets on-demand.

Money Guide Pro

Leverage these robust and condensed client reporting options to navigate the more complex elements of your clients’ financial lives.

Using artificial intelligence, this software reads the data of a client’s tax return to create a customized report.

Valueone

An online, interactive experience that gives access to high-value practice management analytics and key wealth metrics.

MobileIron logo

When you’re on the go, this software allows you to use your mobile device to securely access key Wealth Desktop applications, like MoneyGuidePro.

Baird Online

An interactive, online tool that lets clients view their account information anywhere, any time.

A platform bringing all of a client’s financial accounts into a single view, including any accounts held outside of Baird.

Peer-Led Advisory Groups and Councils

Here, we want advisors to feel connected and represented – and our advisory groups and councils are one of the ways in which we do that. Along with being supported by leadership, these groups allow advisors to collaborate and share best practices with one another. Each group and council strive to make Baird a place that advisors are proud to work for and that clients are proud to work with. Below is a list of Baird’s advisory councils, along with their respective missions.

Baird Diverse Advisors

The BDA aims to promote the presence of diverse advisors, both internally and externally. As they strive to recruit and retain ethnically diverse advisors, the BDA creates a place where associates can learn from one another through the sharing of experiences.

Baird Women Advisors

The BWA creates a space of empowerment for female Financial Advisors, and promotes the profession as a career choice for women now and into the future. The group advances the necessary connections to encourage the growth of a culture that enhances Baird’s ability to attract and retain women Financial Advisors.

Financial Advisor Advisory Council

Made up of 12 Baird Financial Advisor representatives, the FAAC shares industry best practices and serves as a sounding board for Private Wealth Management leadership to enhance the advisor and client experience at Baird.

Early Career Advisor Council

The ECAC is a group of 14 advisors who are focused on helping early career advisors build a successful practice. Equipped with a growth mindset, they elevate educational opportunities across all components of the business and serve as a resource for policy questions and tests.

Registered Assistant Advisory Council

Consisting of 16 branch support associates, the RAAC is responsible for communicating ideas, concerns and suggested changes from their peers to leadership to help enhance the Baird client experience. They actively work with internal business partners to improve processes and procedures, while also facilitating communication with the field.