Baird Financial Advisor Opportunities
How We Ensure a Smooth Transition
Switching Firms Can Be Tough.
We Make it Easy.
When you feel called to join a new firm, the physical toll and stress of moving shouldn’t stand in your way. That’s why we’ve dedicated an entire team to ensuring your transition to Baird is as smooth and seamless as possible. Get a glimpse into the detailed work they do by watching the video below.
Baird's Private Wealth Management Transition Team
This dedicated team has curated a streamlined process for moving over your clients, training you on Baird’s software, connecting clients with the resources they need and so much more. Helping you transition with ease is what these associates do, and they are extremely efficient at it. And just like many other Baird associates, many of them are shareholders – so they’re invested in securing a smooth transition process just as much as you are.
Hear From Other Advisors Who Made the Move
For many advisors who switched over to Baird, the transition team made all the difference. Rather than feeling alone on an island, advisors are met with an environment of support as they guide their clients through any changes. Here’s what advisors who completed the transition process have to say...
...About the impact an in-house transition team can make
Baird’s in-house transition team was phenomenal. It’s funny – when we were brought over at a previous firm, they hired a third-party support team for onboarding. The difference between an outside support group and actual Baird employees who owned the system, understood all the forms and knew who to contact in the home office to get answers – it was like night and day. You can invest in that when you’re a firm Baird’s size – my previous firms were too big to bring in people who had that innate understanding and familiarity with the transition process.
The Weinert Group
…About how robust the transition process is:
So when we transitioned into our last firm, we were given coffee and a phone. That's it. No training on how their systems worked, no processes on how to transfer client accounts. At Baird, we couldn't have asked for a better set up: The transition team took care of everything. Everything was so clear and organized – we knew exactly what to do and what to send. It was like following a flow chart. We wouldn't have had half the success we had without them.
The Dahl Pennise Group
…About how the process instills confidence in advisors and clients:
When we came to Baird, Day 1 they brought us in, gave us an overview of what it was going to look like, we had everything we could possibly need. With Baird, they’ve been around for over a hundred years – they’ve truly figured it out, and they know what they’re doing. It instills a lot of confidence in me that when I tell a client it’s going to be okay, they’re truly going to be okay. The team is excellent, they’re well-trained, well-prepared, and they made this process better than I could’ve ever thought.
The Snowbird Group
Sound different from what you’re used to?
That’s not by accident. If you want to explore what Baird can do for you and your clients, we’re here to discuss and answer any questions along the way.