Letter From Leadership: Your Feedback Shapes Our Future
While we are in the advice-giving business, wealth management at Baird is never a one-way street. Your thoughts on our relationship with you helps us prioritize how we grow and ensures the service we provide aligns with what you need.
Every few years, we survey a randomized sample of clients using a third-party research firm. We ask clients to reflect on their relationships with Baird – not only the advice and solutions we currently provide, but how our business can evolve to meet your needs in the future.
You can see the result of past survey feedback with enhancements to our tax planning solutions, our expansion of market strategy expertise and upgrades to our Baird mobile app – all examples of opportunities we received from you previously.
We recently completed our 2025 client survey, and the initial results affirm our commitment to you: over 90% of surveyed clients gave us a top ranking in satisfaction with their Baird Financial Advisor. We will be sure to share more insights into what we heard from you in our next issue of Digest. One thing we want to make clear, though: The best feedback is ongoing. Any time you have thoughts about how we can better serve you and your family, your Financial Advisor team is only a phone call away.
The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action. The information reflected on this page are Baird expert opinions today and are subject to change. The information provided here has not taken into consideration the investment goals or needs of any specific investor and investors should not make any investment decisions based solely on this information. Past performance is not a guarantee of future results. All investments have some level of risk, and investors have different time horizons, goals and risk tolerances, so speak to your Baird Financial Advisor before taking action.
