HOW WEALTH CENTERS BENEFIT YOU
YOUR SUPPORT TEAM AND RESOURCES
HOW WEALTH CENTERS BENEFIT YOU
BUSINESS DEVELOPMENT CONSULTING
The consultants within this team partner with leadership and advisor teams to identify and prioritize opportunities for growth .
CLIENT RESOURCE TEAM ( CRT )
Your dedicated CRT Advisor is here to service the client relationships that no longer fit within your practice . Working towards the goal of creating capacity for advisor teams , this team is equipped to handle a myriad of complex and sensitive client scenarios .
INVESTMENT SOLUTIONS
This team focuses on helping advisors establish ideal investment consulting practices with client-centric investment offerings . Investment Solutions supports advisors through strategic practice consultation and a variety of advisory solutions .
PWM TECHNOLOGY
Through regular Client Technology Events , trainings and team coaching , this team helps advisors utilize the technology tools Baird provides . Plus , these technology experts are licensed and well-versed in the wealth management business , so they have a strong understanding of the value you provide to clients .
WEALTH PLANNING
When advisors are looking to incorporate more advanced planning into their practice , this team can provide planning opportunity analyses , estate plan and income tax reviews and more . Plus , they can give technical expertise and analysis to advisors when needed .
PWM MARKETING
This team recommends marketing strategies for advisors based off their phase of growth . By enhancing digital properties , providing messaging recommendations and developing a prospecting strategy , the team helps optimize advisor practices ’ unique value propositions .
7 BAIRD / PRIVATE WEALTH MANAGEMENT