Making the Move

Grand Junction, CO
Transitioned from Wells Fargo Advisors

For over 20 years, my clients and I experienced numerous mergers and name changes, but I had never considered changing firms until I heard the Baird story. The firm I started with put clients first, but over the years that philosophy was lost. It’s still Baird’s top priority. The challenge of making a move was daunting, but the transition team paved the way. Their efficient process was well-organized, professional and comfortable. My clients were impressed and appreciated Baird’s support and focus on making the move go smoothly, and they frequently complimented us on finding such a great business partner. The transition team was there with us each and every step, true representatives of “The Baird Way.”

Stuart, FL
Transitioned from Wells Fargo Advisors

We were astonished by the abundance of support Baird promised us before switching firms, and we were not disappointed. The transition team guided us through the whole process with professionalism, understanding and efficiency. Not only did they meet with clients one-on-one and over the phone, they even traveled out of state with me to meet a large group of clients and assist with paperwork. This caliber of partnership is one-of-a-kind in our industry.

Northern Kentucky, KY
Transitioned from Bank of Kentucky

Our first day at Baird coincided with a late winter snowstorm. We were the first ones to the office that morning with exception of our transition team member who greeted us at the door. He was one step ahead of us the entire time, making our move to Baird as seamless as possible. He navigated the unfamiliar systems, procedures and had a contact for any issue or concern that popped up in those early weeks. It allowed us to spend that important time talking to our clients. We received very positive feedback regarding our decision to move to Baird and the ease of the transitions for them. Baird has been a wonderful fit for both us and our clients.

Houston – Memorial City, TX
Transitioned from UBS

Baird rolled out the red carpet for our team, and most importantly our clients, to make our transition a success. We were surrounded by support to help us navigate the challenge of moving our client book. The team who helped our clients move their accounts to Baird proved to be experts in the transition process. They cheerfully helped answer client questions, completed their account transition paperwork and gave a tremendous first impression about our new firm. We were confident to report to all of our clients that Baird was a tremendous fit for us as Advisors and for them as clients because of the Baird culture and the Baird people, and the transition team proved that to be true from day one.

Wichita, KS
Transitioned from Wells Fargo Advisors

The stress of moving a business is intense, so to have a capable transition team on the ground is critical. Our transition team was terrific – they made our transition as seamless as possible. Moving to Baird was the right decision for our clients and our team. Oh, how happy we are to be with Baird.

Bellevue, WA
Transitioned from DA Davidson

This was the first move in my career. With all the regulations that surround our industry and moving between protocol firms, it was very comforting to have an experienced transition team to consult with every day. The preparation leading up to the move was organized and thorough. Once we landed at Baird, the bulk of the work was completed in about seven weeks with the help of the transition team. The team had this calming presence whenever I approached them with what I thought was a difficult task. It was as if nothing was really a problem in their minds because they had already completed so many successful moves. That’s exactly what you want from your people. A confidence that comes from experience. Not only were they competent, they were a joy to have in the office.