Show notes
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 DBAhttps://collective.cpahttps://www.linkedin.com/company/collectivebydbaLearn More About Dillon Business Advisorshttps://www.dillonadvisors.comhttps://www.linkedin.com/company/dillonbusinessadvisorsSign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE AppApple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app(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