Investment Advisor magazine spoke recently with Erik Dahlberg, Executive Director of Baird’s Private Wealth Management Branch System, about his career path and what he’s learned over the course of his more than 30-year career at Baird. In the article, Dahlberg discusses the opportunities and challenges facing the wealth management industry today, as well as Baird’s commitment to attracting and training the next generation of financial advisors.
“I’ve spent my career with Baird and in this business, and I continue to learn something new every day. During my 31 years, Baird’s senior leadership team has always set a strong example by staying true to our values and focused on the right things, even during challenging times when it would have been easy to get off track. By simply putting our clients first and the firm second, by treating your team and coworkers well, and by being thoughtful about the decisions you make — even the tough ones — you will see great returns. The leadership team at Baird has always been a guiding light for this lesson.”