Honestly, I never thought I would switch firms. I’ve always believed that if I just stayed focused on my clients, everything would work out. But I never expected to have resources taken away from me either.
Where Baird has surpassed my expectations is in the transparency. Like a lot of advisors, I’ve received lots of calls from recruiters making lots of promises on what resources they had – but when I spoke with colleagues who worked at those firms, I’m told “oh, they’ve been saying that for years.” When I spoke with Baird, they were transparent about what they could and couldn’t offer, and when I brought up a resource I needed they didn’t have, they worked with business executives on how they could accommodate me. It’s been the same after I started: Any time I ask a question, I don’t get vague promises or waffling – I get a yes or a no, and if it’s a no, it’s always followed by “but let’s see what we can do to solve this problem.” As a Type-A personality, I like to know what I can count on, and having such a transparent culture is so refreshing.