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The Team Behind YOUR Team

The Team Behind YOUR Team

At Baird, we’re constantly reimagining how we can best support our advisors and the clients we serve. That’s why each of our Financial Advisors is supported by our regional Wealth Centers.

These in-house business development experts provide personalized guidance to help you:

  • Identify the priorities that are critical to your growth and success
  • Expand the value you’re able to offer clients
  • Create capacity
  • Generate new business

They also share best practices from the firm’s top teams and work with you to make best use of Baird’s vast array of resources. 

 

The Wealth Center 

The Wealth Center is comprised of teams across Baird PWM that focus on providing advisor teams with the tools and solutions to elevate their businesses. By providing thoughtful, personalized advice and specific guidance to your practice, our Wealth Center enables you to deliver exceptional client service, every time. Think of us as a virtual extension of your team!

  • The Business Development Team partners with leadership and advisor teams to identify and prioritize opportunities for growth. Consultants can recommend resources and solutions that elevate business and client outcomes, including providing business planning, practice insights, and avenues for peer-sharing such as the Growth Forums. The Business Development Team delivers exceptional client outcomes by:

    • Leveraging Value One data to provide advisors with an insightful analysis of their practice
    • Creating awareness of Baird’s wealth management capabilities and how Advisors can systematically deliver them to clients 
    • Providing perspective on trends and best practices to support advisor growth and differentiation within the industry
       

  • The CRT supports the advisor teams by creating space within practices and freeing up time to provide your best clients with a comprehensive wealth management experience. This reduces your unproductive household count by absorbing clients who are no longer a fit. CRTs deliver exceptional client outcomes by:

    • Developing strategies and timelines around advisors' remaining, less productive households 
    • Refining and pruning an advisor’s practice as needed 

  • Investment Solutions helps advisors establish ideal investment consulting practices with client-centric investment offerings. The Investment Solutions team uses various dashboards to identify advisory opportunities within a practice and assists in developing tiered investment service models. Investment Solutions delivers exceptional client outcomes by:

    • Leveraging the Holdings Insight Tool to identify capacity/service-level opportunities
    • Creating awareness of the various investment solutions available for clients across all relationship types and sizes
       

  • Helps advisor practices with the "How to" questions and coaching on core PWM Technologies including 360 Wealth, Baird Wealth Report, ThomsonONE, Proposals/MRT, CRM, Webex, and Microsoft Teams to increase utilization and adoption in your practice. PWM Technology delivers exceptional client outcomes by:

    • Creating efficiencies in the advisor's business and facilitating a high-touch, digitally-enabled client wealth management experience
    • Providing PWM Technology updates and trainings
    • Regularly hosting Client Technology Events
       

  • The Productivity & Development team helps advisor practices establish and maintain a scalable client service model that improves team communications while creating a proactive, best-in-class client experience. Productivity & Development delivers exceptional client outcomes by:

    • Supporting the team in developing and implementing a Tiered Service Model
    • Helping the team develop a model using CRM to create a proactive approach to the team’s practice 
    • Partnering with teams to create processes that improve the client experience and team communication

  • The Wealth Planning team works with advisors to incorporate more advanced planning into their practice. The team can also provide technical expertise and analysis to advisors when needed. The Wealth Planning team delivers exceptional client outcomes by:

    • Providing planning opportunity analysis 
    • Hosting MoneyGuidePro training 
    • Conducting estate plan and income tax reviews 
    • Partnering with teams to build an advanced planning standard of care
       

  • The PWM Marketing team recommends marketing strategies for advisors based on their specific phase of growth. This helps to optimize and highlight the advisor’s unique value proposition. Marketing delivers exceptional client outcomes by: 

    • Enhancing digital properties
    • Providing positioning and messaging recommendations (collateral, digital/social media, etc.)
    • Constructing plans and strategies that incorporate multiple channels and tactics
    • Developing an established client/prospecting event strategy