In Perspectives

I can feel it as if I was about to relive it.  My shoulders begin to tighten, my feet and mind move a bit faster.  I race through the parking lot to find an open spot.  I then walk quickly to grab a boarding pass, then off to security.  What am I describing?

Airports.  We all experience them differently; however, most of us would likely agree air travel is not as much fun “as it used to be.”  When I was younger, it was a treat to go to the airport and something that I looked forward to.  Now, although I enjoy parts of it, overall the experience leaves much to be desired.

A couple of weeks ago on a Friday, I had the chance to wait in the boarding line, to take off my shoes before walking through the metal detectors….all while hoping to find a coffee shop before boarding the plane.  As if my mind wasn’t racing enough, I was also wondering how packed my flight might be….

And I actually ENJOY flying!  I love the feeling of having no control over or responsibility for the success of the takeoff or landing. I must put my faith in others doing their job as they have been trained to do.

Whatever the situation, we all go to the airport for the same reason; to go somewhere.  And for the most part, we all lack the ability to control the experience and “service” we receive.

The experience of flying commercially these days is not a model that is promoted by many companies (for example cost reduction, lower service standards, higher ticket costs, fees for anything extra, etc.).  The airline industry experienced a major upheaval several years ago due to financial struggles (bankruptcies of United Airlines and US Airways), mergers (Delta and United) and fuel costs (remember how much jet fuel was costing these companies in 2005?).  Many of those effects are still being felt today.

Companies hoping to leave a lasting (positive) impression with their clients/customers could study this experience as a way “not to be.”  I might be overly sensitive to it, but this is the reality of flying now.  Who likes to be treated as one of a thousand?  Who likes to be anonymous (if you refer to me as “Mr. Blower,” chances are we do not know each other)?

Think back on both positive and (not so) positive experiences you have had recently; whether at an amusement park, a restaurant, a movie theater and so on.  Whatever you felt or thought about that particular experience should be telling as to how willing you will be to choose a similar path in the future.  Chances are certain you will avoid the activities that left you feeling annoyed or disappointed.

As a leader in a service business, I consciously try to put myself in the shoes of consumers.  If you are not keenly aware of people’s likes/dislikes, preferences/turnoffs, how might you ever expect to build a positive experience people will willingly go through time after time?

Of course, I will continue to fly, but I certainly hope that “my experience” with airports improves over time.  However, in the meantime, I will stay aware and try to focus on the more enjoyable parts of air travel, that is to get myself from point A to point B as quickly and safely as possible.

Legacy Trust and Your Right to Financial Privacy

At Legacy Trust we have established policies and practices that respect the financial privacy of all individuals who use our trust company. We believe it is critical to comply with the laws and regulations designed to secure your financial privacy. Your relationship with us as our client is very important to us, and we want you to understand our policies and practices about handling your information.

This Policy applies to you – This Policy applies to our relationships with individual clients who inquire about or obtain products or services from us for personal, family and household purposes.

Strict security measures – We take the security of information very seriously. We have established security standards and procedures to prevent access to client information. We maintain physical, electronic and procedural safeguards to guard client information.

Limited employee access – We have established procedures to limit employee access to information to only those employees with a business reason for accessing such information. We educate our employees about the importance of confidentiality and client privacy. We take appropriate disciplinary measures to enforce employee responsibilities regarding client information.

Why we collect information – We collect information about you to:

  • accurately identify you;
  • protect and administer your records, accounts and funds;
  • help us design or improve our products and services;
  • understand your financial needs;
  • save you time when you apply for new products and services; offer you quality products and services; and comply with certain laws and regulations;

We collect information – We collect and maintain your personal information so that we can provide investment management and other services to you. The types and categories of information that we collect and maintain about you include:

  • Information we receive from you to open an account or provide investment advice or other services to you (such as your home address, social security number, telephone, financial information and investment objectives).
  • Information that we generate to service your account or from our transactions with you (such as account statements and other financial information).
  • Information on your transactions with nonaffiliated third parties.

We have established procedures so that the financial information we collect is accurate, current and complete. We are committed to work with you to promptly correct any inaccurate information.

Our selective sharing of information – In order for us to provide investment management and other services to you, we do disclose your personal information in very limited instances, which include:

  • Disclosures to nonaffiliated companies as permitted by law, including those who help us service your account (such as providing account information to brokers and custodians).
  • Other limited disclosures as permitted by law, for example, required reports to government entities.

We do not share your information with third parties for marketing purposes. We do not sell your information.

Former clients – If you end your relationship with us, we will continue to adhere to the privacy policies and practices described in this notice.

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USA PATRIOT Act

Important Information About Procedures For Opening A New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

We apologize for any inconvenience this may cause; however, federal law prohibits us from waiving these requirements.

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Legacy Trust makes no representation concerning nor is it responsible for the quality, content, nature, or security of any hyperlinked site. This link is provided as a convenience and does not imply any investigation or endorsement of the site.

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