"We cannot
imagine a better partner than Baird"
What
can a merger tell you about a company? As it turns out, quite a lot. When
Hefren-Tillotson chose to join Baird,
it brought together two like-minded organizations – financial services firms
that always keep their clients first,
build up their communities
and understand just how important
foundational planning is to holistic wealth management. Because at
a time when more and more financial services firms are owned and operated by
banks, partnering with a privately held, employee-owned firm that cares for
their clients can make all the difference – both for clients and the advisors
who serve them. |
|
Check out our interview with
Hefren-Tillotson CEO Kim Tillotson Fleming, CFA, on our “HER View From Here” podcast. |
|
If
partnering with a firm that shares your values and truly appreciates the
advisor–client relationship is important to you, you need to learn more about
Baird. Click the button below to discover Baird’s story and everything we
have to offer. |
To be a Medicare Agent's source of information on topics affecting the agent and their business, and most importantly, their clientele, is the intention of this site. Sourced from various means rooted in the health insurance industry - insurance carriers, governmental agencies, and industry news agencies, this is aimed as a resource of varying viewpoints to spark critical thought and discussion. We welcome your contributions.
Tuesday, September 27, 2022
"We cannot imagine a better partner than Baird"
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