How We Support You

We make sure our advisors are equipped with the tools and resources they need to serve their clients best.

Let's Talk

Diane Kelly - Baird PWM Associate

People Who Support Your Business Growth

Our Wealth Solutions Group, an internal team of business development and planning experts, can help you grow your practice and increase your team’s efficiency in several ways, including:

  • Increasing the value you provide your clients through such in-house services as estate plan and tax return reviews
  • Expanding your team's outreach to prospective clients
  • Helping you reduce your unproductive households while still tending to these clients' needs
  • Strengthening your relationships with the next generation of clients

Go Back To                

 

Technology for You and Your Clients

We provide you with best-in-class technology tools to help you run a professional, efficient business that is uniquely yours.

Client Access

All the communication and relationship management tools you need to create meaningful connections with your clients.

Thomson ONE provides access to news, information, tools and services for comprehensive wealth management consultation.

Dynamics CRM manages your contacts, tasks and practice to help you better communicate with and serve your clients.

Reporting

All of your clients’ personal and account information on one, easy-to-read dashboard.

Baird Wealth Report is a powerful on-demand client reporting system that delivers an accurate, single view of all your clients’ assets, ranging from performance, asset allocation, holdings, transactions, benchmarking and model comparison.

Planning

Industry-leading financial planning tools for creating client and prospect financial plans and asset allocation reports.

Money Guide Pro helps you navigate the complex financial elements of your clients’ lives with both robust and condensed client reporting options.

Book Management

Tools to help you manage and prioritize your client lists.

Value One is a powerful online, interactive experience by PriceMetrix that gives advisors access to high-value practice management analytics and key wealth metrics.

Mobility

Resources to help you run your business even when you’re on the go.

Mobile Iron enables you to use your mobile devices to securely access several key Wealth Desktop applications, including MoneyGuidePro.

Client Portals

Proprietary client tools that let them – and you – see their complete financial picture.

Baird Online is an interactive, online tool that lets clients view their accounts online, 24/7.

360 Wealth helps you and your client manage their personal finances by bringing all their online financial accounts into a single view, even accounts held outside of Baird.

Electronic Signature

Authorization tools that help make the signature process more convenient for clients.

DocuSign lets you send documents electronically to obtain a valid electronic client signature and create paperless workflows.

Go Back To                

 
Bret Dietz & Elizabeth Weinkauf - Baird PWM Associates

A Smooth and Easy Transition

When it's time to make the switch, our Transition Team is on site with you – for weeks – helping to ensure a seamless transition for you and your clients.

  • Before the move, we work with you to plan your transition strategy, develop a communications strategy and review each client's particular wealth management needs. We have years of experience planning for the unexpected, so on the day of the big move, we'll be ready for any situation.
  • During the move, we're working with you in your office – meeting with clients, providing training on new technology and handling all of the transition paperwork. And we'll stay on the ground with you for as long as you need us.
  • After the move, we provide monthly check-ins and updates, making sure you and your business have everything you need to thrive.
  • Hear from other advisors who have made the switch to Baird – and couldn't be happier.

Go Back To                

 

Marketing Expertise at Your Fingertips

Our in-house Marketing team provides expert communication and business development guidance while helping you build your brand – all at no charge to you.

Business Development

You have instant access to client and prospecting event strategies and other business development expertise from Marketing specialists committed to helping your business thrive, as well as a full range of customizable print and electronic materials.

Digital and Social Media

With your own customizable website and active social media presence, you’ll be able to strengthen existing connections with clients while growing your network.

Go Back To                

 

Networks That Support You and Your Business

We believe the best ideas come from passionate partners working together. Our in-house associate networks have spurred new innovations and ways of thinking that keep Baird at the forefront of the industry.

Associate Resource Groups

Baird’s Associate Resource Groups are in-house, employee-led organizations that help drive Baird’s business goals in areas of personal and professional interest.

Baird Women Advisors

Baird’s Private Wealth Management Leadership team has partnered with our female Financial Advisors to create the Baird Women Advisors Network. This network brings together advisors from across the firm to collaborate on best practices, professional development and opportunities to improve Baird’s wealth management business.

Go Back To