Are you one of the many financial advisors thinking about going independent? If so, make sure you have a solid plan. The transition process can be extremely smooth for your clients who follow if you have developed a business plan. This transition process typically takes up to a quarter as well. Lack of preparation could [...]
Baird’s Continued Success
August 25, 2010 By Leave a Comment
Baird seems to be moving up more frequently than ever these days. It is targeting more and more markets and taking financial advisors from Merrill Lynch, Morgan Stanley and other firms it can find high producing advisors. Baird is more aggressive than ever. This privately held company is so alluring to so many advisors. Baird [...]
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