‘Financial Planning’ Highlights Baird’s Retention of Young Advisors

Anita Volk, Baird’s Next Generation Talent Manager, recently sat down with Financial Planning to discuss how Baird is beating the odds in succession planning within the firm’s private wealth management business. Volk highlighted the firm’s Financial Advisor Training Program (FATP), a program that recruits and trains post-grad talent with at least three years of sales or related experience and the Foundations Program, a rotational training program designed to allow talent to learn from a wide variety of financial advisors.

We need people who were not previously thinking of going down this career path to consider it, for us to be able to keep pace with the number of retirements going on,

Anita Volk, Baird’s Next Generation Talent Manager

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