EXTRA SUPPORT AND RESOURCES FOR FINANCIAL ADVISORS & TEAMS
EXTRA SUPPORT AND RESOURCES FOR FINANCIAL ADVISORS & TEAMS
When you partner with us , we can promise that you won ’ t be sent to handle the challenges you face alone . Here , we prioritize consistent and proactive communication to prevent road bumps in your practice through vehicles like regular update calls , videos and branch visits . Plus , you can lean on resources like our specialized teams and wealth centers when you just need a little extra support .
WEALTH CENTERS
As you work to elevate the quality of your business , wealth centers are regionalized groups of experts who are devoted to every Financial Advisor , branch and team . Many of these experts come from our Wealth Solutions Group , a team that specializes in areas like tax and estate planning , market analysis , and technology platforms in support of our clients . At Baird , we take a personalized and thoughtful approach to helping our advisors grow , and as a virtual extension of your team , these experts are here to help with everything from marketing to investment solutions . The goals of our Wealth Centers are to help you grow your practice , win new business and most importantly , to create an exceptional client experience .
PWM MARKETING
BUSINESS DEVELOPMENT CONSULTING
FA TEAMS
CLIENT RESOURCE TEAM
INVESTMENT SOLUTIONS
SPECIALIZED AREAS OF EXPERTISE
Every client has a different situation , and these specialized resources are here to support those clients whose finances would benefit from expertise in a certain area . Instead of leaving our advisors to create solutions in areas they don ’ t concentrate their work in , we provide them with specialized teams like Baird Trust , Business Owner Solutions , PWM Research and Baird Family Wealth , to name a few . These teams focus solely on solutions for things like legacy planning , business owner transitions , timely research and family wealth planning for high-net-worth individuals . Plus , we have internal market strategy and economic thought leadership experts who are dedicated to providing commentary and analysis to keep advisors and clients informed .
WEALTH PLANNING
PWM TECHNOLOGY
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