Some values like integrity, competence, and professionalism shouldn’t need their own dedicated space on our website. We like to think these are the bare essentials for any participant in our profession. Other values separate the mediocre from the elite. At Legacy, the four Core Values below impact everything we do. They determine how we hire, how we evaluate our team members, how we deliver on commitments to clients, and how we measure overall success. Read on to find out if you share the same values.
We do what we say we are going to do. From the day-to-day requests to our long-term client commitments, nothing is more important to us than the trust our clients place in us and the faith we have in each other as a team. To earn it, we must deserve it every day.
None of us can do it alone. At least, not at the elite level we demand of ourselves. We want our clients to work closely with more than just their lead advisor. Coming together efficiently and providing solutions from both inside and outside our firm can save our clients time and money while alleviating stress.
We don’t stand still. We challenge ourselves daily to advance as students of our profession. Our clients deserve advice disseminated by well-informed partners using the latest available planning and investing techniques. Technologically and academically, we commit to excellence in every aspect of advice delivery.
If our clients’ lives aren’t improving, it doesn’t matter how good our advice is. We judge our success by the impact we have; not just on our clients, but on our teammates and our community. This, after all, will be our Legacy.