Inclusive for both stakeholders and associates, Baldwin offers diverse committees available for advisory participation: Audit Committee, Investment Committee, People Committee (focusing on HR matters), and the Executive Committee. These committees provide avenues for comprehensive engagement and collaboration. Baldwin maintains an ongoing assessment of advisors and their current bandwidth, remaining open to new additions to the team. In situations where an advisor has reached their capacity or seeks a G2 advisor, Baldwin can hire additional support or provide central resources. The culture also emphasizes the pursuit of professional designations, with several individuals actively progressing toward achieving them. While formal training programs are not in place, learning takes place through methods such as shadowing experienced advisors, engaging in preparatory work, and active participation in meetings.

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Baldwin has a full-time team member to assist in para-planning functions. They help streamline everything from data gathering to report delivery. They are actively looking to expand this function.

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Partners will centralize all back-office functions including compliance, HR, billing, marketing, trading, technology, and more.

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When joining Baldwin, partners will gain access to the following services: financial planning, estate analysis and planning, family office (including bill pay, budgeting, QuickBooks), philanthropic giving, lending analysis/recommendations, & trustee services. Baldwin stands out for its focus on high-net-worth families and certain small businesses. They offer family office services, catering to those with investible assets exceeding $20 million by managing tasks like bill payment and specialized reporting. Notably, they have an in-house attorney to review documents and collaborate with the family's attorney.

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At Baldwin, partners gain access to a diverse library of marketing materials, featuring investment collateral designed for client sharing. Moreover, Baldwin benefit from leads originating from centers of influence (CIOs) as well as referrals.

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Baldwin extends practice management support, aiding partners and advisors in delineating staff roles and responsibilities pertinent to their respective local offices. Additionally, assistance is provided in conducting employee reviews and managing performance. Recommendations encompass structuring the work week model for local offices, allocating tasks to specific days. The firm further collaborates with partners to discern and execute strategic growth initiatives, while also assisting in defining and overseeing local offices towards achieving specific Key Performance Indicators (KPIs). A comprehensive dashboard is employed, presenting a monthly management report pipeline down to the advisor team. This tool facilitates tracking of new assets and those that have been lost.

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