Roles and responsibilities will be discussed heavily to help teams outline specific needs and identify where focus should be spent, develop a strong team structure, a comprehensive business plan, and layout a detailed plan for success Sales Training - To help FAs develop sales training tactics, they will complete a full week of sales training that will take place in person in Milwaukee, WI. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training.