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Legacy Advisors
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  • About
talent optimization framework

Meet the Talent Optimization Platform.

The best teams are magic. Roles and personalities complement each other. The whole becomes greater than the parts. Performance soars. Finally, there’s a scientific way to design high-performing teams with predictability.

It all starts with a 6-minute behavioral assessment, Try it for free.

Find out more

Talent Optimization

Dream teams get it done.

Right person. Right role. Every time.

Right person. Right role. Every time.

Help your teams get along and get the job done — so you can focus on the strategy ahead (no matter what).

Right person. Right role. Every time.

Right person. Right role. Every time.

Right person. Right role. Every time.

Make the best hiring decision for any role using millions of data points with PI Hire — a leading pre-employment testing tool.  Click here to try it for free

Build teams that drive results.

Build teams that drive results.

Build teams that drive results.

Managers, meet your favorite solution to build and inspire high-performing employees and teams.

Are your employees checked out?

Build teams that drive results.

Build teams that drive results.

Isolate the cause of low employee engagement—and take action to fix it.

Culture

 Every organization has a culture.  Legacy is designed to help you clearly articulate the company culture you WANT versus the one you currently HAVE, and then work with your leadership team to align the two.  


Between '09 and '14 the companies rated highest by Glassdoor outperformed the S&P by 122%, the lowest underperformed the market. 

Culture is king

Our Analytical Approach

Our Analytical Approach

Our Analytical Approach

While company Culture is very much the result of what PEOPLE do, our process starts with hard analytics.  We can demonstrate and measure the gaps, allowing us to move the culture in a variety of ways to better achieve your goals.  Executive coaching can help leadership understand the needs and overcome some barriers which may exist.

Why is it important?

Our Analytical Approach

Our Analytical Approach

In today's world, if leadership is not laser focused on aligning the company culture with the values of your team and your customers you risk losing your best people, market share, momentum and money.  


According to Forbes, happy employees are 31% more productive and companies that engage fully with their employees reduce turnover by 54%.

Our process

First steps

Chart your course

Todays reality

Our first step is to work with your most senior team through an analytical process to define what you aspire as your core company ideology.  


This step defines the destination.

Todays reality

Chart your course

Todays reality

Here we talk to your team, your customers and your community to accurately determine where you stand today.

Values, vision, leadership, workplace environment, employee relations and satisfaction, training and development, product line, hiring and onboarding, communication and management strategies.

This step defines the starting point.


Chart your course

Chart your course

Chart your course

Once we've found the gaps we bring our unique blend of analytics and leadership experience to bear in a way few others can.  A unique blend of recent experience, academics and science makes what we do credible, effective, affordable and long-lasting

People

In our opinion your people are everything.  Their satisfaction, loyalty, commitment and sense of belonging are essential for you to be successful.  More than anything else, we would LOVE to partner with you on a comprehensive project to help you build a winning team.

Core people services

Retention

Recruitment process enhancement

Recruitment process enhancement

We use a variety of tools to determine drivers of retention in your business and assist you in designing, implementing and communicating strategies which will improve retention and loyalty.

Recruitment process enhancement

Recruitment process enhancement

Recruitment process enhancement

Recruiting great people is without doubt the priority we hear most at the moment.  We assist you in reviewing the entire recruitment lifecycle, often using The Predictive Index.

Performance Management

Recruitment process enhancement

Performance Management

An effective performance management plan improves satisfaction, retention and perception of fairness.

  Todays contemporary performance management systems provide continued and ongoing feedback linked to established desired behaviors, goals, standards and expectations.

A la carte people services

Work Environment

Leadership Coaching

Work Environment

With strong ties to Culture, the environment within which your team members work influences retention, satisfaction, loyalty and the degree to which they will give discretionary effort at work.  You can create a competitive advantage quickly by making sometimes minor but thoughtful changes to comfort, break rooms, employee meals, uniforms, sitting/standing requirements, the "tools" used on the job and reviewing dress and grooming policies.

Team Building

Leadership Coaching

Work Environment

Whether or not you have a stated diversity and inclusion position, this is an area we encourage our clients to review.  A multi-faceted review from recruitment, hiring, promotions, discipline and career growth opportunities on an ongoing basis is important in todays world.  We can assist in setting measurable targets and ensuring you are seen as aware, tolerant and inclusive.

Leadership Coaching

Leadership Coaching

Leadership Coaching

Whether or not you have a stated diversity and inclusion position, this is an area we encourage our clients to review.  A multi-faceted review from recruitment, hiring, promotions, discipline and career growth opportunities on an ongoing basis is important in todays world.  We can assist in setting measurable targets and ensuring you are seen as aware, tolerant and inclusive.

Search

Diversity and Inclusion

Leadership Coaching

 You must make the most of every opportunity to bring in new talent and making sure they are a good "fit" with your desired Culture is CRITICAL.  We cut through the emotion, the urgency and the panic to bring you talent which will support your aspirations.

Secret Shopping

Diversity and Inclusion

Diversity and Inclusion

Whether or not you have a stated diversity and inclusion position, this is an area we encourage our clients to review.  A multi-faceted review from recruitment, hiring, promotions, discipline and career growth opportunities on an ongoing basis is important in todays world.  We can assist in setting measurable targets and ensuring you are seen as aware, tolerant and inclusive.

Diversity and Inclusion

Diversity and Inclusion

Diversity and Inclusion

Whether or not you have a stated diversity and inclusion position, this is an area we encourage our clients to review.  A multi-faceted review from recruitment, hiring, promotions, discipline and career growth opportunities on an ongoing basis is important in todays world.  We can assist in setting measurable targets and ensuring you are seen as aware, tolerant and inclusive.

Speaking Engagements

Speaking Engagements

Speaking Engagements

Whether or not you have a stated diversity and inclusion position, this is an area we encourage our clients to review.  A multi-faceted review from recruitment, hiring, promotions, discipline and career growth opportunities on an ongoing basis is important in todays world.  We can assist in setting measurable targets and ensuring you are seen as aware, tolerant and inclusive.

Temporary assignments

Speaking Engagements

Speaking Engagements

If you have a key position open and would benefit by having a temporary solution as you look for your permanent solution, let us know, we may be able to help.

If you have a problem in your company you need "fixed" before appointing a new leader, we have "fixers" who can do the heavy lifting and allow the new leader a clean slate.

Pay and Benefits

Speaking Engagements

Bonus, Commissions and Lesson revenues

We work with our clients to ensure pay and benefits are not competing against their goals.  We study competitive data as well as prior employee feedback before making recommendations.  

We take a holistic view of your entire organization to make sure pay and benefits are equitable, whether you are tenure or merit based.

Bonus, Commissions and Lesson revenues

Bonus, Commissions and Lesson revenues

Bonus, Commissions and Lesson revenues

Bonuses, commissions and lesson revenues are an important part of the income for many managers, sales personnel and golf/tennis professionals.  If you feel these plans could be enhanced or if it has been a while since you amended them, let us bring some progressive and modern approaches for your consideration.  

The old adage 'what gets measured gets done" remains true so if these plans are not linked to the critical behaviors required of that person, you have a gap.  

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