Letter From Leadership: Staying Aligned With What Matters Most
At Baird, we never waver from one principle: Clients come first. One way we honor this commitment is by understanding what our clients look for in a financial partner and continuously aligning our advice and service to support them.
In our last Letter From Leadership, we emphasized how our client survey plays a key role in staying connected to your needs. It’s this notion – of being a firm you can trust – that continues to fuel our commitment. And we’re proud to share that respondents showed overwhelming support with 97% being either satisfied or very satisfied with Baird, and 96% believing we have their best interests at heart.
Your feedback – whether through our survey, conversations with your advisor team or other channels – helps us stay focused in areas we know you value. For example: Our investments and emphasis on year-round financial and tax planning align with what we’ve heard are your top priorities. We’re also constantly evolving our technology to support the way you engage with your Baird Financial Advisor. And, alongside the ongoing conversations you have with your advisor team, we view each issue of Digest as chance to explore the topics you’ve told us are most important.
But these are just a few examples, and it doesn’t mean our work is done. In a world that is constantly evolving, our commitment is simple: to keep listening, evolving and putting you first.
*This report contains the results of the Customer Experience Survey provided to clients Baird Private Wealth Management during Jan-Feb 2025 Survey results are anonymized and represent the sentiment of survey respondents at the time solicited and may not be representative of the experience of all Baird clients. From time to time in the ordinary course of business certain clients may receive gifts or other direct or indirect benefits in compliance with applicable rules and regulation. However, no cash or other compensation was provided to any person for completion of this survey. Investing involves risk and there is no guarantee of future performance or success. For more information about this Customer Experience Survey, view the full report at www.bairdwealth.com/clientsatisfactionsurvey
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.
