HOW WE SUPPORT YOU
EMPOWERING YOUR SUCCESS
HOW WE SUPPORT YOU
When you join Baird , you ’ ll have access to our unique , specialized resources ( most of them free of charge ) that are grounded in both our cultural values and our goal to provide unwavering support to our associates . No matter what team you ’ re on or where you are in your wealth management career , we ’ ll give you the tools you need to thrive – and partner with you to create the best client and associate experience you ’ ve ever had .
Throughout this guide , you ’ ll learn about the following resources we proudly provide for our Private Wealth Management associates :
WEALTH CENTER MODEL
Experts dedicated to helping you elevate the quality of your business by providing thoughtful , personalized advice specific to your practice so you can deliver exceptional client service .
PG 5
SPECIALIZED AREAS OF EXPERTISE
In addition to the experts within our wealth centers , these specialized teams concentrate their practice in specific areas where clients may need more tailored solutions . Examples of these teams include Baird Trust , a group that focuses on carrying out legacy plans , and our Business Owner Solutions group , our in-house team of experts who develop financial solutions for business owners .
PWM ACADEMY
PG 9
A program that supports Private Wealth Management business priorities by preparing , educating and developing associates across the business – ultimately helping associates reach their full potential .
ADVISORY GROUPS
PG 11
Networking groups and leadership councils for Financial Advisors and Branch Support Associates that aim to provide an empowering environment for associates to share experiences , challenges and best practices .
COMMUNITY INVOLVEMENT OPPORTUNITIES
PG 13
Regular opportunities for Private Wealth Management associates to reinforce Baird ’ s commitment to giving back to the communities where we live and work , largely thanks to the Baird Gives Back Associate Resource Group .
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