Can the people on your team bond both through celebrating each other and through friendly competition? How do you create closeness virtually? In this episode, MDRT members share their strategies for advancing relationships among the staff.

You’ll hear from:

Aaron Kane, AFA, B Bus

Adam Thomas Rex, AIF, CFP

Episode breakdown:

0:26 – Establishing a team agreement as a springboard to peer recognition

3:17 – Using an employee value proposition just as you would for clients

4:53 – Facilitating a financial dialogue for staff members

7:04 – Driving closeness through competition

8:08 – Creating social events outside and bringing guest speakers inside

9:55 – Working to develop camaraderie with virtual team members

13:34 – Learning about colleagues through personality tests and increased clarity

Listen to the monthly series, MDRT Presents: @mdrtpresents