Its company “Cultural Contract” acknowledges the need for open and honest communication at Legacy Capital.
“Holistic” is a word usually heard in reference to the spirit or health of an individual. Legacy Capital Group in Little Rock and Springdale takes pride in also keeping an eye on the holistic wealth of its clients.
The investments management and corporate benefits firm even uses that perspective in treating its separate locations not as “individual silos” but as part of the same big picture.
That all-for-one approach is a reason why Legacy Capital has been named one of Arkansas Business’ Best Places To Work for 2014.
“It takes each and every employee to make this company run smoothly,” said Jill Beall, principal and CFO of Legacy.
“Not only do we actively teach and coach new employees with their roles, but we expose them to other areas of our business and take the time to explain why we do things a certain way. Most staff members could easily assist in any other area which may be short-handed for a period.”
That even includes a Little Rock employee stepping in for a Springdale co-worker, despite the 200-mile distance between the offices. Communication is key to how Legacy keeps its employees on the same page.
For example, an internal newsletter is published monthly with stories ranging from new developments and staff additions to recognitions of the children of Legacy employees.
Legacy also maintains an “open door” policy, empowering any employee with the ability to call a meeting, advance an idea or walk into any office to discuss a problem.
And every employee has signed the same page of the company’s Cultural Contract. Going further than the usual “don’t steal office supplies” form other company human resource departments hand out on the first day, this contract acknowledges that open and honest communication is a necessity.
Stocks and investments may go up and down during a certain period, but a successful portfolio will always continue to grow over time despite the individual fluctuations. It’s that kind of reasoning that’s kept Legacy successful as a whole as well.
On the Spot
A cohesive office isn’t the only benefit to working for Legacy Capital Group. Employees are eligible for “spot bonuses,” monetary rewards usually given “on the spot” for a job well done.
This isn’t like a year-end bonus or a sales bonus given for reaching a goal during a quarter. At a supervisor’s discretion, these unplanned bonuses — ranging from $100 to $1000 — are given simply for an outstanding performance on a particular job or project.
“For example, an account manager had to travel to several out-of-state locations to enroll a client in their benefits,” said Legacy principal and CEO Jill Beall. “Not only was there a substantial amount of prep work involved, but it took time out of her weekends and took her away from her children. She is an exempt employee. We typically don’t require a lot of overtime here so this was an extraordinary event for her. She did a wonderful job and never once complained. She received a spot bonus.”
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