The Advisors’ Trust Company® Zia Trust, Inc. 505.881.3338 ziatrust.com 6301 Indian School Rd NE Suite 800 Albuquerque, NM 87110 We work alongside your clients’ investment advisors Independent Corporate Trustee • Trust Administration and Estate Settlement. • Special Needs Trust Administration. • Serve as Personal Representative, Trustee, Co-Trustee, and Financial Power of Attorney. • Introduced Wellness Weekends. All employees get one Friday off each month to refresh and recharge. It has quickly become our team’s favorite benefit while maintaining and enhancing productivity. • Created “Women in Tech,” our first Employee Resource Group, which provides training, connections and support to women within the tech industry. • Introduced BHG Together, a diversity, equity and inclusion program that provides monthly support, celebration and training. • Offered BHG LEAD, which provides employees with actionable steps they can take to become better leaders and grow their BHG careers. Concluding Thoughts Building your institution’s culture takes time. There may be highs and lows, but if you prioritize listening to and engaging within your team, you will persevere. We call this principle “Winning Together,” acting as one team by respecting, encouraging and valuing each other’s contributions. It has allowed BHG to create an award-winning culture and achieve continued growth. We believe it can be an equally successful core value for you and your bank’s employees as well. Katie Barnes is the chief people officer at BHG Financial, a leading provider of financial solutions for professionals, businesses and banks. In her role, she oversees the strategy and direction of BHG’s People Development (PD) department, leading various programs such as Talent Acquisition, Talent Management, Employee Experience and Compensation. Sources 1. https://www.gallup.com/workplace/247391/ fixable-problem-costs-businesses-trillion.aspx 2. https://www.wellable.co/blog/employee-engagement-statisticsyou-should-know/#:~:text=Companies%20with%20a%20highly%20 engaged,have%20higher%20customer%20retention%20rates Building your institution’s culture takes time. There may be highs and lows, but if you prioritize listening to and engaging within your team, you will persevere. 24
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