Sun, Sand, and Strategy
In this episode, Marcus and Rachel discuss their recent team retreat to Florida, sharing insights on planning a successful getaway for a virtual firm. They dive into the logistics of organizing a destination retreat and the benefits of bringing team members and their spouses together in person. They also reveal how they used this opportunity to roll out new bonus structures and leadership opportunities, demonstrating how combining business strategy with team bonding can lead to innovative ideas and stronger company culture.
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
- (00:00) - Welcome to Who's Really the Boss
- (01:07) - Purpose and Importance of Team Retreats
- (02:52) - Travel Logistics and Considerations
- (04:28) - Choosing the Right Destination
- (09:29) - Highlights and Benefits of the Retreat
- (13:04) - Team Bonding and Culture
- (17:59) - First Night and Setting the Tone
- (24:03) - Hotels vs Rental Homes
- (26:16) - Team Meeting and Goals Review
- (32:17) - Evaluating the Old Bonus System & Introducing New One
- (40:36) - Optimist-Pessimist Activity
- (45:15) - Leadership Opportunities and Career Advancement
- (47:04) - Onboarding and Efficiency Incentives
- (56:09) - Retreat Highlights and Team Bonding
- (01:02:21) - Future Retreat Plans and Budgeting
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