Who's Really the BOSS? | Mid-Year Check-In: Goals, Growth, and Getting Away

Mid-Year Check-In: Goals, Growth, and Getting Away

June 23, 2025 / 52:24/S4 E13

Rachel and Marcus dive into planning their upcoming Mexico retreat for all 26 Dillon Business Advisors team members and spouses. After surveying their team using Patrick Lencioni's Five Dysfunctions framework, they discovered areas for improvement in conflict resolution and peer accountability that will shape their four-day agenda. The conversation covers everything from budget-friendly international retreats to turning team weaknesses into connection opportunities.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - Welcome to Who's Really the Boss
(05:15) - Summer Plans and Team Retreats
(06:22) - Planning the Mexico Retreat
(09:03) - Team Building and Improvement Initiatives
(16:05) - Five Dysfunctions of a Team
(26:32) - Planning the Retreat Agenda
(27:58) - Team Transparency and Goals
(30:09) - Mid-Year Check-In
(34:55) - Turning Conflict into Connections
(39:52) - Cell Phone Security
(41:37) - Client Categorization
(46:09) - Permission for Peer Accountability
(48:13) - Team Building Activities
(50:48) - Final Thoughts and Logistics

Marcus Dillon, CPA

Rachel Dillon