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:









Listen to the monthly series, MDRT Presents: @mdrtpresents

– Establishing a team agreement as a springboard to peer recognition

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

– Facilitating a financial dialogue for staff members

– Driving closeness through competition

– Creating social events outside and bringing guest speakers inside

– Working to develop camaraderie with virtual team members

– Learning about colleagues through personality tests and increased clarity

When I realized giving is important and how it overlaps with my business

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.