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
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
