The biggest mistake? Setting their expectations too low.  

Too often the goal is “bonding” or “socializing” or “getting to know each other better” or vague “cross-selling.”  

Then they walk away after two days of morning programs with a golfer’s tan, but no lasting changes.
Retreats can chart a new course for a firm.  They can tangibly change a firm’s behavior and accomplish specific strategic goals.  

Planned right and executed , retreats can raise strategic issues, achieve consensus, teach new skills, and delineate specific follow-up responsibilities to move the firm ahead.  

But only if you aspire to create that on the front end, then work with a single-minded focus to ensure that you accomplish those goals.  It’s harder work, but it’s where the investment really pays off.  

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