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Explore every episode of the podcast TIQUE Talks: The Business Podcast for Travel Advisors

Dive into the complete episode list for TIQUE Talks: The Business Podcast for Travel Advisors. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
192. What Social Media Platforms To Use For Your Target Audience with Caroline Langdon17 Feb 202600:40:06

Not all social media platforms are created equal, and not all of them deserve your time. In this episode, Caroline Langdon of Impact Media House talks about choosing the right platform based on where your ideal clients actually hang out, instead of pouring energy into Instagram or TikTok just because everyone else says you should. Learn how to spot the signals that reveal who your true audience is, why niching down makes your marketing easier, how to match the right type of content to the right platform, and what Instagram, Facebook, TikTok, Pinterest, and LinkedIn are really best used for. If you’re feeling overwhelmed by social media, unsure where to show up, or frustrated that your efforts aren’t turning into leads, this episode will help you simplify, focus, and finally get real ROI from your marketing!

Ready to take this topic even further? Don’t miss Caroline’s live training inside the Niche community where she’ll show you exactly how to batch a full month of content in a single day. Join now! tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep192&utm_content=Niche


About Caroline Langdon:

Caroline is a full-time traveler who has been living and working remotely for the past two years, designing a life centered around freedom, exploration, and purpose. Through her travels, she’s built strong connections within the travel advisor community — a group she admires for their shared love of travel, entrepreneurial spirit, and commitment to building meaningful businesses. Caroline is inspired by advisors who use travel as a vehicle not just for income, but for creating lives aligned with their goals, values, and vision. Her work focuses on supporting growth, storytelling, and connection within this space.


instagram.com/impactmediahouse

impactmediahouse.co



Today we will cover:

  1. (02:30) How to identify your target audience
  2. (08:10) The power of niching down
  3. (11:00) Instagram: your visual resume
  4. (16:40) Facebook: community and referrals
  5. (18:50) TikTok: incredible for discovery, weak for community
  6. (21:30) Pinterest: turning blogs into a traffic machine
  7. (24:15) LinkedIn: the most underrated platform
  8. (26:45) What to post on each platform



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Thanks to Our Tique Talks Sponsors:

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191. Hot Take: You Need A CRM13 Feb 202600:12:58

In the spiciest Hot Take yet, Jennifer and Robin call out a problem they didn’t realize was this widespread: successful travel advisors running entire businesses from memory, inboxes, and spreadsheets. And they don’t mince words. A CRM isn’t “nice to have.” It’s the difference between overwhelm and control, chaos and consistency, boutique service and a truly repeatable luxury client experience. If your processes live in your head, this episode will feel uncomfortably familiar. And if you’ve been putting off setting up a CRM because it feels like “too much work,” this conversation will convince you it’s the work that changes everything.

Unsure which CRM is right for you? Join Niche for real advisor feedback and the insights you need to choose the one that fits your brain and your business. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep191&utm_content=Niche



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182. The Recipe For A High-Converting Website with Ingrid Urena13 Jan 202600:43:30

A beautiful website means nothing if it doesn’t make people click, book, or buy. Ingrid Urena of Penguin Designing joins this episode to answer the question: what actually makes a website convert? She walks through the foundational “ingredients” every high-performing website needs: crystal-clear messaging rooted in your audience’s language, strategic site structure that supports SEO and discoverability, and intentional design choices that guide visitors toward action. You’ll hear why clarity beats clever every time, how smart structure boosts both SEO and conversions, and the sneaky copy and design mistakes that quietly send potential clients clicking away. Plus, Ingrid covers the core legal elements every website needs to protect both you and your clients (because “I’ll add that later” is not a strategy). If your site feels more like a digital business card than a sales tool, this episode shows you how to turn it into something that actually converts!

Want even more insights from Ingrid?

Watch the replay of her training inside THE NICHE COMMUNITY, and download the Travel Website Roadmap and an SEO Checklist for Travel Advisors!


About Ingrid Urena:

Ingrid is a brand strategist and Showit expert with 10+ years of experience helping creative founders and coaches build profitable websites. As the founder of Penguin Designing, she blends design psychology with conversion rate optimization to turn digital presences into money-making ecosystems. Her work and teaching have been featured in Showit, Flodesk University, and across industry summits and communities.


instagram.com/penguindesigning

penguindesigning.com



Today we will cover:

  1. (01:00) Meet Ingrid: design expert and ShowIt Design Partner
  2. (03:00) The importance of knowing your target audience
  3. (11:40) How website structure impacts SEO and discoverability
  4. (18:50) Must-have legal pages every website needs
  5. (25:55) Using segmentation to guide visitors through the right journey
  6. (32:35) Balancing beautiful design with effective design
  7. (38:30) What to review monthly, quarterly, and yearly to keep your site converting



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92. What Your Boundaries Say About Your Business10 Sep 202400:43:30

From establishing professionalism to creating a better work-life balance, setting boundaries in your business is a must. However, what does implementing boundaries actually look like? How can you educate potential clients on your boundaries so that you are only working with travelers that value your time? Jennifer and Robin answer those questions and more on this episode! Learn why boundaries are necessary, how to communicate them effectively (and handle pushback) to clients, and the role fees play in reinforcing these boundaries. If you’re eager to create stronger boundaries in your business and ensure a positive client experience, don’t skip out on this episode!

 

 

Today we will cover:

  •  (00:35) Why boundaries matter
  •  (05:10) Defining emergencies and setting expectations
  •  (08:25) Leveraging technology; WhatsApp
  •  (13:30) Educating clients on boundaries
  •  (25:00) Understanding your ideal client and how that demographic communicates
  •  (26:15) Implementing Fees
  •  (34:20) Handling pushback and maintaining professionalism

 

 

Episode 13: How To Set Healthy Boundaries In Your Business

 

 

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91. What You Wish You'd Always Known About Booking Airfare with Lary Neron03 Sep 202401:13:43

Managing airfare isn’t just about booking flights but about offering peace of mind and a cohesive travel experience. Larry Neron of Airfare Consultant, a boutique commercial air travel service company, is on a mission to demystify air travel! He brings a fresh perspective on why travel advisors should rethink booking air. From tackling the challenges and misconceptions around airfare management to showcasing strategies for adding substantial value to client interactions, Larry explains how to create a stress-free, high-value travel experience. Learn effective techniques for handling logistics, anticipating potential travel issues, and providing top-notch service that your clients will appreciate and remember. 

 

About Lary Neron:

Lary founded Airfare Consultant, a boutique commercial air travel service company, to redefine the commercial flying experience. As an air travel expert, consultant, and mentor, Lary is dedicated to providing unmatched air travel experiences. Driven by a client-focused approach and a commitment to simplicity, Lary aims to elevate and optimize air travel through highly personalized, white-glove service, ensuring seamless and stress-free journeys. As the lead expert at Airfare Consultant, Lary successfully oversees three key programs, offering top-tier support, consulting, and mentorship to clients, partners, and travel industry professionals. Lary calls Mexico home but spends his summers in Spain. Cycling is his passion, driving his curiosity and sense of adventure. Whether he's exploring the friendly roads of Spain or the rugged cobblestone streets of Mexico, he finds immense joy in discovering new hilltop villages, cafes, and bakeries.

 

airfareconsultant.com

#AirLab Community

Fully Managed Air Travel Program (#FMATP)

 

 

Today we will cover:

  •  (00:30) Lary’s career journey
  •  (03:45) Airfare Consultant’s retainer pricing model
  •  (07:40) Showcasing the value of your services
  •  (14:30) Should travel advisors book airfare?
  •  (29:45) Taking the intimidation out of booking airfare
  •  (42:00) Upgrading to first class; Ideal Itinerary Framework
  •  (53:00) Managing client expectations; the air travel experience
  •  (60:30) Communicating with clients; setting boundaries
  •  (01:05:00) Handling luggage delays and emergencies

 

 

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90. The Most Boring Podcast Episode That You NEED To Listen To (How To Avoid Getting Audited) with Jon Frye27 Aug 202400:48:47

Understanding your business finances isn't scary - it’s empowering! Jon Frye, CPA, joins this episode to tackle a topic that may not be the most exciting to some, but personally hits home for Jennifer. She recaps her experience being audited in 2018, giving insight into why she was audited and how she came out unscathed. Jon shares advice on avoiding IRS audits and understanding the nuances of tax preparation. He also gives details on what constitutes legitimate business expenses, such as travel upgrades and tips, and emphasizes the low risk of audits for smaller inconsistencies. Learn how to take control of your business finances, avoid risks, and make informed decisions. At the end of the day, good financial practices aren't about doing everything perfectly. It's about understanding, planning, and preparing!

 

Connect with Jon Frye:

linkedin.com/in/jonathan-frye-758b3651

 

 

Today we will cover:

  •  (01:30) Jon’s professional background
  •  (04:09) Understanding tax documentation; avoiding tax audits
  •  (09:50) 1099s, K1s, and contractor payments
  •  (12:05) Tax underpayment consequences
  •  (15:40) Business expenses and deductions; bonus depreciation
  •  (25:15) Justifying business expenses; tips, coffee and meals, company vehicle
  •  (30:00) Understanding business finances
  •  (35:05) Preparing for tax season; using Quickbooks
  •  (39:10) Managing business expenses; tax prep strategies

 

 

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89. Tailoring Your Sales Pitch To Each Client20 Aug 202400:47:33

In a world where consumer habits are rapidly evolving and over-saturation of sales pitches is the norm, one-size-fits-all sales approaches no longer cut it. Just like no two people are the same, successful sales strategies must embrace personalization to resonate with clients. In this episode, Robin and Jennifer discuss how you can use emotional intelligence to customize your sales pitch for each potential client, increasing your chances of a positive outcome. They stress the importance of understanding each client's unique needs and interests, using active listening and client research to build trust and offer tailored solutions. The episode also includes advice on how to manage objections, maintain communication integrity, and follow up effectively to secure bookings. 

 

 

Today we will cover:

  •  (01:10) Why personalization matters; the future of consumerism
  •  (06:30) Understanding your ideal client
  •  (09:50) The power of solving, not selling
  •  (15:20) Researching client needs through social media and inquiry forms
  •  (20:10) Niching down in products that your target audience is interested in
  •  (21:50) Utilizing active listening while on the sales call
  •  (25:25) How to handle client objections
  •  (28:15) Adapting communication styles
  •  (34:05) Tailoring your sales approach when needed
  •  (43:40) The importance of following up

 

 

THE SIGNATURE BRAND

A brand suite built on strategy to ensure that your visual identity is cohesive, professional, and attracting your dream clients.

 

THE LEGAL PAIGE

Use code TIQUE10 for 10% all purchases

_____

 

 

JOIN OUR NICHE COMMUNITY: tiquehq.com/niche

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88. How To Nurture Product Knowledge with Angela Isherwood13 Aug 202400:59:50

Angela Isherwood of Olive and Atlas Travel discusses the intricacies of crafting the perfect accommodation plan for clients based on their preferences and expectations. From building strong partnerships with suppliers to mastering product knowledge and selling with conviction, Angela explains all the components that play a part in creating client-centric experiences that exceed expectations and foster long-lasting client relationships. She also dives into her methods for asking the right questions during client intake calls, the importance of balancing the luxury of different properties across a client's itinerary, and how to effectively manage and organize travel information for optimal efficiency. Angela also emphasizes the value of first-hand experience in travel and the need to continually educate yourself in order to provide the best client experience possible.

 

Connect with Angela Isherwood:

oliveandatlastravel.com

 

 

Today we will cover:

  •  (02:10) Angela's journey into the travel industry
  •  (05:30) Nurturing product knowledge and client relationships
  •  (11:45) Ideal questions to ask on the intake call; Loom video proposals
  •  (22:10) How to balance luxury and functionality when planning accommodations
  •  (26:55) Investing in FAM trips and trade shows
  •  (31:55) Building expertise and selling with conviction
  •  (33:10) Key questions for hoteliers
  •  (44:15) Building strong supplier relationships
  •  (50:30) How to organize property information efficiently
  •  (54:00) Promoting properties with confidence

 

 

Listen to Episode 84: Summer Tech Series: The Hive with Whitney Schindelar

 

 

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87. How Your Brand Impacts Client Quality with Gray Ellender06 Aug 202400:54:57

Gray Ellender shares her journey of transitioning from a career in healthcare to founding Go with Gray Travel, a luxury travel business focusing on creating unforgettable honeymoon experiences. She discusses the importance of brand consistency, defining your target audience, and creating a unique brand identity that resonates with clients. She also highlights her marketing strategies, including the effective use of social media platforms like Instagram and TikTok. With a solid brand identity, a dedicated focus on client relationships, and a commitment to continuous improvement, Gray exemplifies the recipe for success in the travel industry. Tune in and uncover her secrets to *quickly* building a successful business based on authenticity and a client-centered approach!

 

Connect with Gray Ellender:

gowithgraytravel.com

 

 

Today we will cover:

  •  (01:50) Gray’s background and journey into travel
  •  (04:30) Building a brand and specializing in honeymoons
  •  (07:40) Creating relatability on the intake call; building client relationships
  •  (11:35) Authentic marketing; building a social media presence
  •  (15:45) The Semi-Custom Brand experience 
  •  (20:00) Gray’s Instagram strategy; leveraging client content for marketing
  •  (28:45) Streamlining the client experience
  •  (33:00) Setting expectations; having friends as clients
  •  (39:10) Game-changers for scaling so quickly
  •  (49:50) Choosing the right host agency

 

 

SEMI CUSTOM BRAND KITS

 

 

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86. How To Celebrate Your Wins As A Travel Advisor30 Jul 202400:39:40

Success is in the small wins! Learn why and how to celebrate your business achievements for a happier, more productive life. In this episode, Jennifer and Robin discuss their struggle with celebrating achievements amidst the hustle of running a business. They explain the importance of pausing to recognize big and small wins to prevent burnout and build a healthier work-life balance. Through personal anecdotes and industry insights, they discuss why celebrating success matters, how to define personal and professional goals, and practical ways to reward yourself. Don’t miss this candid conversation about redefining success, setting goals that align with personal values, and finding joy in everyday victories to maintain motivation and creativity in your business!

 

 

Today we will cover:

  •  (01:15) The pressure of hustle culture
  •  (03:25) Taking time to celebrate wins
  •  (07:25) Setting and achieving goals
  •  (13:30) Streamlining and simplifying your business
  •  (20:30) The importance of community and public recognition
  •  (23:45) How Robin and Jennifer celebrate their wins
  •  (25:45) Stepping away from your business to celebrate 
  •  (32:30) Defining success on your own terms

 

 

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85. Summer Tech Series: TravelWits with Arman Bimatov23 Jul 202400:43:12

TravelWits is a revolutionary platform that simplifies booking by integrating with GDS systems, offering functionalities like multi-segment trip planning, client proposals, and even a client-facing booking portal. Arman Bimatov, CEO of TravelWits, joins this episode to share the evolution of the platform, current trends in the travel industry, and the future outlook for TravelWits. Learn about several of the unique features, including its multi-segment travel search capabilities and custom content integration, designed to streamline the travel planning process. Arman also tackles the topic of AI and how it is shaping the future of travel planning, and how advisors can optimize their operations to stay ahead.

 

Connect with Arman Bimatov:

travelwits.com

 

 

Today we will cover:

  •  (01:05) From childhood HTML experiments to AI search optimization
  •  (02:15) The evolution and impact of TravelWits in the travel industry
  •  (12:50) Streamlining bookings with comprehensive GDS integration
  •  (17:45) Future developments and enhancements of the platform
  •  (25:15) Navigating AI-generated content and its impact on travel advisors
  •  (27:15) Client facing portals; creating an additional revenue stream
  •  (34:45) The future of travel planning with AI
  •  (40:05) Maintaining human involvement; building relationships and optimizing operations

 

 

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84. Summer Tech Series: The Hive with Whitney Schindelar16 Jul 202401:01:17

The Hive is changing the way advisors can research cruises, DMCs, wholesalers, hotels, and so much more. The platform provides a centralized database of suppliers, facilitating easier searches and better organization of travel resources; helping advisors save time by offering detailed supplier profiles and search filters. 

 

Whitney Schindler, founder of The Hive, joins this episode to share the backstory and the pain points that led to the platform’s creation. She also explains how The Hive aims to consolidate the travel industry's fragmented information, making it easier for advisors to find the best suppliers and organize their notes. Learn about the features and potential to revolutionize travel planning by saving time and leveraging relationships. From the inception of The Hive to its functionalities and impact on the industry, the conversation covers the challenges advisors face and how The Hive aims to address them!

 

Connect with Whitney Schindelar:

undiscoveredsunsets.com

 

 

Today we will cover:

  •  (04:15) How The Hive came to be; it’s mission and vision
  •  (08:50) The role of technology in travel
  •  (14:10) The importance of DMCs in travel planning
  •  (19:55) User experience on The Hive
  •  (25:50) Challenges in payment processing for advisors 
  •  (33:15) Booking direct and ensuring commissions
  •  (38:10) Managing client expectations
  •  (38:35) Understanding DMC requirements; using filters when searching
  •  (44:00) The Hive platform overview; supplier/advisor interactions
  •  (48:15) Success stories and future vision
  •  (55:20) Who should join The Hive

 

 

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83. Attracting Ideal Clients & Fostering Relationships Built On Trust with Heather Keller09 Jul 202400:56:45

The path to building a successful business as a travel advisor isn't just about convincing people to book through you - it's about attracting the right clients and fostering those relationships. Heather Keller, co-owner and founder of Perfect Landing Travel, joins this episode to discuss the art of finding and attracting ideal clients. Heather provides strategies for identifying who your ideal client is and how to profile and engage with that target audience. She also shares unique marketing strategies for creating authentic connections with potential clients, and emphasizes the significance of understanding your ideal client's needs and maintaining long-term relationships. Learn how you can build credibility and trust with your audience, which ultimately leads to increased referrals and client loyalty!

 

About Heather Keller:

While she has always loved travel, her past experience was in banking management, and in 2015 she went back to school to receive her Undergraduate in Psychology. She dove head-first into the luxury travel industry shortly after and hasn't looked back. Heather’s favorite aspect of trip planning is finding what you didn't know you'd love, and having you experience travel in a way that it becomes a part of you. When not travel planning for clients, she loves traveling with her own family (the bigger the adventure the better), and spending time giving back by volunteering with several nonprofit organizations.

 

perfectlandingtravel.com

 

 

Today we will cover:

  •  (01:30) Heather’s background and career journey
  •  (04:20) Building a team and cultivating relationships in the travel industry
  •  (11:00) How to identify your ideal client 
  •  (14:15) Social media tactics for attracting clients
  •  (26:00) Creating a connection with potential clients; being in the driver's seat
  •  (34:25) Recognizing and avoiding non-ideal clients
  •  (41:20) Leveraging referrals for client acquisition
  •  (47:05) Unique marketing strategies
  •  (51:30) Fostering long-term client relationships

 

 

SEMI CUSTOM BRAND KITS

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CLIENT COMMUNICATION TEMPLATES

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181. Hot Take: January Is Not For Hiring09 Jan 202600:16:20

If January has you overwhelmed and considering hiring help, this episode is a must-listen! Jennifer and Robin explain why January is not the right time to bring on employees or independent contractors, how reactive hiring can hurt your business, and what to focus on instead when leads are flooding your inbox. They cover smarter alternatives like outsourcing and project-based support, how to identify workflow breakdowns, tighten client boundaries, and prepare your business for sustainable growth before bringing on a team.

Resources Mentioned in this Episode:

Agency Expansion Academytiquehq.com/agency-expansion-academy

Travel Business Launch Labtiquehq.com/travel-business-launch-lab






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82. Summer Tech Series: TripSuite with Jacey Jones02 Jul 202400:43:28

TripSuite is on a mission to break host agencies free from outdated systems and provide them with a modern operating platform. Jacey Jones, Co-founder and CEO of TripSuite, joins this episode to discuss how the platform is revolutionizing travel planning with advanced technology. Jacey shares her background and development journey, including how a chance introduction to a venture capital firm led to the founding of TripSuite. Learn about the platform’s unique features, including its CRM, financial integration with QuickBooks, and the upcoming workflow automation module. Jacey also provides insights on industry trends, particularly the increasing importance of technology and AI in travel, and explains the team's dedication to continuous improvement. This episode is a must-listen for those looking to modernize and streamline their operations!

 

Connect with Jacey Jones:

tripsuite.com

travelweekly.com/Travel-News/Travel-Agent-Issues/New-solutions-introduced-collect-commissions

 

 

Today we will cover:

  •  (02:05) Jacey’s background and the birth of TripSuite
  •  (05:15) Targeting independent host agencies
  •  (09:35) Financial and operational integration
  •  (12:40) Automating workflows with templated steps
  •  (16:55) Trends in technology and travel
  •  (20:35) Client data accessibility
  •  (28:25) Security and risk management
  •  (36:35) TripSuite’s long-term vision

 

 

Listen to Episode 79: Host Agency Culture: Finding The Perfect Fit For Your Travel Business with Stephanie Lee

 

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Travel industry agreement templates

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81. Preparing For A Brand Photo Shoot: Tips For High-Quality, Intentional Imagery25 Jun 202400:38:57

When it comes to marketing your business, quality photos can make all the difference in attracting and engaging potential clients. However, simply having high-quality images is NOT enough. In this episode, Robin and Jennifer share how you can get the most out of any photo shoot, whether it's by a professional or you've employed the help of a friend who can simply press a camera button down. Regardless of your investment level, learn how you can maximize the opportunity to get great images that portray professionalism and trustworthiness, yet also allow for authenticity and individuality to shine through. From choosing the right photographer and location to curating relevant outfits and props, you can create visually stunning and impactful imagery that sets you apart in the industry!

 

 

Today we will cover:

  •  (00:40) Why brand shoots are important for external credibility
  •  (10:10) Understanding your brand identity before you schedule a photo shoot
  •  (14:35) Consistency and intention in your imagery
  •  (16:00) Choosing the right photographer and location
  •  (24:50) Creating a vision board using Pinterest
  •  (27:30) Infusing stock imagery along with brand photos
  •  (29:20) Outfits, aesthetics, and props for a brand shoot
  •  (34:45) Tips for feeling confident in front of the camera

 

 

Resources mentioned:


 

 

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80. Summer Tech Series: Tern with David Shull and Katie Williams18 Jun 202401:02:59

Tern is on a mission to modernize travel advisor technology! Tern founders, David Shull and Katie Williams, share how this innovative platform is streamlining advisor workflows, prioritizing user feedback, and redefining the advisor-client relationship. By actively listening to user feedback, responding to queries, and receiving input on new features, Tern has created a loyal fan base that feels heard, valued, and connected. The genuine interactions and transparency in communication have elevated the user experience, driving enthusiasm and excitement among advisors. Tune in to learn about the platform’s development process, prioritization of features, and the future of technology in supporting travel advisors. As the travel industry continues to evolve, the human touch, coupled with cutting-edge technology, will be the driving force behind success in industry!

 

About with David Shull and Katie Williams:

In 2014, Tern’s founding team worked together as a part of the earliest team at Handshake. After eight years they had helped Handshake grow from a living room in Northern Michigan to the second largest professional network in the US and a $3.5B valuation. Tern's CEO, David was on a trip to Greece in 2021 when he missed a ferry schedule change. Instead of enjoying their first Greek Isle, David & his wife spent six hours in a (very hot) parking lot waiting for the next ferry. In that parking lot, David thought of his in-laws & that they used an advisor for all their trips. He thought, maybe if he had partnered with Wendy he wouldn't be in that parking lot. David called Brian and Katie and shared the earliest version of an idea for Tern. 

 

What they didn't know was if anyone needed it. They packed their bags and headed to ASTA where they talked to as many advisors, agencies, and suppliers as they could. The answer was clear. The travel industry was desperate for better technology. David, Katie, and Brian started working on Tern in 2022 and went full time in 2023. Since then the team has grown and remains laser focused on building incredible technology for travel advisors.

 

tern.travel

 

 

Today we will cover:

  •  (02:15) The development of Tern
  •  (07:10) Getting advisor feedback on pain points in the industry
  •  (17:00) Balancing Innovation and Practicality in Technology Development
  •  (22:45) What is Tern? Who is it for?
  •  (26:40) Creating a loyal customer base; importance of user feedback
  •  (33:45) Progress over perfection mindset
  •  (37:00) Technology trends in the travel industry
  •  (45:40) Creating a streamlined and seamless user interface
  •  (48:10) Tern’s ideal user 
  •  (50:10) The long term vision for Tern

 

 

CLIENT COMMUNICATION TEMPLATES

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THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

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79. Host Agency Culture: Finding The Perfect Fit For Your Travel Business with Stephanie Lee11 Jun 202400:56:55

Thinking of switching to a different host agency? Don’t miss this episode! Before making the switch, there are so many factors to consider, and it can oftentimes feel like you’re piecing together a puzzle where support, mentorship, community, and financials need to fit just right! Stephanie Lee, founder of Host Agency Reviews, joins this episode to discuss the intricacies of finding the right host agency for your business growth. From commission structures to training programs and culture dynamics, this conversation gives insights for both new and seasoned travel advisors. Learn how to navigate the host agency landscape and find the perfect fit for your business! 

 

About Stephanie Lee:

Stephanie founded Host Agency Reviews in 2012. As a former host agency director for a $50M agency, she has spoken with thousands of new and experienced travel agents—many of whom found it difficult to find in-depth, reputable information about the travel industry. She grew up in the heart of the travel industry - her family owned a home based travel agency that grew into a storefront, and went through the same growing pains you may currently be experiencing!

 

hostagencyreviews.com

 

 

Today we will cover:

  • (03:25) Stephanie’s background; Host Agency Reviews 
  • (10:25) The different host agency models to choose from
  • (13:50) Switching host agencies
  • (17:20) Different aspects of a host agency
  • (22:45) The number one reason advisors leave a host agency
  • (27:00) Challenges that host agencies face
  • (36:30) The impact of leadership on host agency culture
  • (39:10) Questions to ask when inquiring about a specific host agency
  • (41:50) Number of host agencies to consider before making a decision
  • (44:30) Side hustle to career travel advisor

 

 

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78. Summer Tech Series: Travefy with David Chait04 Jun 202400:57:48

Travefy, a leading platform in the travel industry, has transformed the way travel advisors operate and deliver exceptional service to their clients. Founded by David Chait, Travefy initially started as a consumer group travel planner but pivoted to a comprehensive B2B solution for travel advisors. With its user-friendly interface and comprehensive features, Travefy has become a go-to platform for advisors looking to streamline their workflow and provide a top-notch client experience. In this episode, Jennifer and David discuss the innovations that have propelled Travefy to success and discuss its long-term vision for the future, such as the upcoming Marketplace and client portal features.

 

About David Chait:

David is founder and CEO of Travefy, an award-winning itinerary, proposal, marketing and client management platform for travel advisors that helps them save time, impress clients, and sell more. He is an outspoken industry advocate, serves on the Board of Directors of The Travel Institute, and was named “Entrepreneur of the Year” in 2017 by the American Society of Travel Advisors. Before founding Travefy, David served in the Obama Administration working on small business economic policy and as a strategy consultant at McKinsey & Company.

linkedin.com/in/dchait

 

 

Today we will cover:

  •  (01:40) How Travefy played a role in Jennifer starting her company
  •  (04:30) David’s background and the creation of Travefy
  •  (09:35) Pivoting from a consumer group travel planner to a comprehensive B2B solution for travel advisors
  •  (14:50) Travel industry trends and the rise of travel advisors
  •  (19:30) Empowering independent advisors through efficient technology
  •  (26:30) The biggest successes in the Travefy platform
  •  (32:10) The functionalities of Travefy
  •  (37:10) The shared Marketplace; collaborative content sharing 
  •  (41:30) Long-term visions for Travefy; upcoming client portals

 

 

CLIENT COMMUNICATION TEMPLATES

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THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

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77. Modern Etiquette For Networking & Industry Events with Courtney Opalko28 May 202400:49:40

Modern etiquette isn’t about outdated rules or stuffy traditions. It is about creating a framework for better communication, collaboration, and respect in the workplace. Etiquette coach, Courtney Opalko, shares tips on how to introduce yourself confidently, navigate networking events, and handle seated events with grace. She also discusses the significance of promptness, clear communication in emails, and the boundaries between business and friendship. Are you eager to make a great first impression? Tune in for the ins and outs of business etiquette, and learn how kindness, respect, and confidence can create a lasting impression and open doors to new opportunities!

 

About Courtney Opalko:

Courtney is a certified etiquette trainer with a mission to spread kindness and civility through important life skills. Courtney's unique programs are fun, interactive and inclusive in nature, rooted in values of confidence, awareness, empathy and respect. As an etiquette expert, she offers modern advice designed to elevate the everyday.

 

Courtney is a proud member of the International Etiquette Trainer Society as well as the Protocol & Diplomacy International Protocol Officers Association.

 

courtneyopalkoetiquette.com

 

 

Today we will cover:

  •  (01:40) Courtney’s background; Google sales to modern etiquette expertise 
  •  (04:05) Modern etiquette for confidence and relationship building
  •  (07:20) How etiquette impacts your reputation
  •  (10:00) How to confidently introduce yourself
  •  (13:30) Tips for remembering names; graceful recovery from forgetting names
  •  (19:00) Networking etiquette during events; where to sit and what to order
  •  (30:40) Honoring rsvp commitments; being punctual
  •  (38:20) Self-awareness and improving social etiquette
  •  (40:15) Email etiquette for professional communication
  •  (43:45) Setting boundaries in business relationships

 

 

CLIENT COMMUNICATION TEMPLATES

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THE LEGAL PAIGE

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Travel industry agreement templates

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76. Summer Tech Series: Factors To Consider When Selecting A CRM21 May 202400:48:33

Welcome to the first episode of the Summer Tech Series! Over the course of the summer months, Robin and Jennifer will be interviewing tech founders to share about their platform, their favorite features, as well as the future of their systems. They will also be interviewing founders of tech companies that are revolutionizing how founders research and book their travel. 

 

This episode kicks off the series by breaking down which factors to consider when selecting a CRM for your travel business. Jennifer explains the need for customization and adaptability to niche, as well as the integration capabilities of the CRM with other systems. Robin highlights the significance of client communication and documentation, emphasizing the importance of organization and thorough tracking. The ladies also discuss the challenges and limitations of reporting and metrics in CRMs, as well as the importance of accessibility, particularly through mobile capabilities. If you’re in the market for a new CRM, tune in for advice on what to look for when choosing the right one for your business!

 

 

Today we will cover:

  •  (03:40) Customizing a platform to make it work for you
  •  (07:30) Choosing a User-Friendly CRM
  •  (10:40) The ability to integrate with other systems; email, calendar, payment processor
  •  (14:45) Current development of travel CRM platforms
  •  (21:00) Tern’s responsiveness and Customer Service Excellence
  •  (25:00) Importance of Organized Client Documentation
  •  (27:15) Evaluating When to Switch Software Platforms
  •  (30:40) Valuing Client Investments
  •  (34:20) Critical Importance of CRM Security and Data Backup
  •  (37:05) Enhancing Business Insight Through Reporting and Metrics
  •  (39:15) The Complexities of a CRM App for mobile accessibility

 

 

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Listen to Episode 70: 

Which Numbers REALLY Matter In Your Business?

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75. 5 Things To STOP Doing To Increase Your Productivity14 May 202400:40:25

Struggling to find enough hours in the day? Learn how to tackle time management and find out which items are creating inefficiencies within your day! Robin and Jennifer share their thoughts on effective time management, including reviewing your schedule ahead of time and creating a game plan for each day. They discuss the benefits of using tools like Calendly and TravelJoy for automation and delegation, as well as the value of leaning on concierges and DMCs. In today's fast-paced world, it's easy to feel overwhelmed and like there's never enough time to accomplish your to-do list. However, the key to optimizing your time is not about having more hours, but rather about how you manage the hours you do have. Don't miss out on these tips for increasing productivity and finding the right balance in your business!

 

 

Today we will cover:

  •  (01:00) Planning ahead for productive days
  •  (03:05) Prioritizing tasks: rocks, pebbles, and sand
  •  (05:15) Setting boundaries in client communication
  •  (09:15) Eliminating distractions and task batching
  •  (16:50) Maximizing productivity with Focus; managing digital distractions
  •  (21:00) Balancing business tasks with creative preferences
  •  (25:45) Being more efficient with your time
  •  (29:45) Leveraging concierge knowledge for enhanced travel experiences
  •  (32:50) Business automations; Calendly and Traveljoy
  •  (37:55) Efficiency and productivity in the age of social media

 

 

 

CLIENT COMMUNICATION TEMPLATES

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Listen to Episode 18: 

Controlling The Chaos Of Managing Concierge-Level Travel Details with Kaytee Fisher

 

Listen to Episode 47: 

How To Batch Your Tasks & Manage Your Time As A Travel Advisor

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74. How To Craft The Perfect Travel Proposal07 May 202400:54:05

Hot topic alert! As a travel advisor, crafting a perfect proposal is key to a positive client experience and increasing sales conversion. Regardless of which stage you’re at in your travel career, you can always improve upon your proposal presentation to create the best possible outcome for your clients. In this episode, Jennifer and Robin discuss the key elements of a perfect proposal, such as confirming the details in writing, selecting the right supplier, and quick turnaround time. They also provide tips for improving the presentation and creating an engaging and immersive experience to wow clients. If you’re ready to set yourself apart as a trusted and knowledgeable advisor, hit play and learn how to take your proposal presentations to the next level!

 

 

Today we will cover:

  •  (01:20) Confirming details in writing with a recap email
  •  (11:30) Selecting the perfect supplier; turnaround time, communication, creativity, consortium affiliation amenities
  •  (22:00) Reviewing proposals with style, pace, and customization in mind
  •  (25:30) Getting to know the client's preferences and style; vacation vs trip
  •  (30:00) Presenting the itinerary and discussing budget adjustments
  •  (37:40) Using strong imagery and virtual immersion in proposals
  •  (42:00) Leveraging AI for descriptions and personalization
  •  (45:20) Benefits of using Loom for personalized videos
  •  (47:50) Utilizing Loom's comment feature for client interaction

 

 

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Listen to Episode 63: 

How To Speak The Language Of Luxury with Amber Frankhuizen (Part 1)

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73. What Is ASTA And Why Should You Care? with Zane Kerby30 Apr 202400:48:08

What does ASTA actually do, and why does it matter to you as a travel advisor? Zane Kerby, the President and CEO of the American Society of Travel Advisors (ASTA), joins this episode to discuss the importance of ASTA and its impact on the travel industry. Zane explains ASTA's mission to promote and defend travel advisors at all levels of government, within the industry, and to the traveling public. He highlights the work ASTA is doing to protect travel advisors' businesses, including currently advocating for fair refund policies and fighting against unfair practices by airlines. He also emphasizes the importance of education and professional development for travel advisors, and how ASTA provides resources and courses to support their growth. Tune in for all the details on what ASTA is, what they do on a daily basis, and how their work impacts everything that a travel advisor touches!

 

About Zane Kerby:

As ASTA’s president and chief executive officer, Zane Kerby reports directly to the board of directors on all internal and external ASTA business and is the primary spokesperson for ASTA. Kerby moved to ASTA from a successful career with the Global Business Travel Association (GBTA).

 

linkedin.com/in/zane-kerby

asta.org

asta.org/membership/member-resources

 

 

Today we will cover:

  •  (01:35) Zane's background and his role at ASTA
  •  (04:50) Overview of what ASTA does for the travel industry
  •  (06:50) The Department of Transportation's refund policy and its impact on travel advisors
  •  (11:00) ASTA's role in supporting travel advisors during the pandemic; advocacy against holding advisors responsible for chargebacks
  •  (18:20) ASTA's response to American Airlines' unfair practices
  •  (23:15) ASTA's promotion of best business practices
  •  (25:30) Courses and resources offered to travel advisers; Verified Travel Advisor program
  •  (32:00) Advice for new travel advisors
  •  (35:30) The benefits of establishing face-to-face relationships
  •  (37:35) Current growth and progress in the travel advisor industry
  •  (43:15) Opportunities for volunteering and getting involved in ASTA

 

THE LEGAL PAIGE: https://thelegalpaige.com/collections/industry-travel-advisor/?aff=143

Travel industry agreement templates

 

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180. Creating An IC Mentorship Program with Explorateur Travel06 Jan 202600:52:41

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What if growing a team isn’t about scaling faster, but scaling smarter? In this episode, Jordan Rush and Kim Hebert, who took over Explorateur Travel after Jennifer sold the agency, pull back the curtain on what it really takes to expand a team with intention. They break down how they prepare each new IC cohort, what onboarding looks like behind the scenes, and why a cohort-based model creates stronger consistency, accountability, and retention. You’ll also hear the honest realities of growth, including the time and profit tradeoffs of running a team, how they balance mentorship while still managing their own clients, and how they know when it’s truly the right time to expand again. If you’re considering growing your agency or wondering what it takes to support ICs well, this episode offers a refreshingly honest look at building a mentorship-driven model that lasts!


About Explorateur Travel’s Kim Hebert & Jordan Rush:

Kim Hebert stepped into ownership of Explorateur Travel in 2022, bringing a people-first leadership style shaped by her background in marketing, advertising, and travel design. After joining the agency as a Travel Designer in 2020, she quickly became known for her attention to detail and ability to turn client visions into seamless, highly personal itineraries. A Louisiana native, Kim is driven by connection and collaboration—values rooted in her time with Kappa Delta that now guide both Explorateur’s client experience and internal culture.


Jordan Rush also became co-owner in 2022, inspired by the agency’s mission to create thoughtful, one-of-a-kind travel experiences. With over a decade of experience in hotel sales and event planning, she brings a strong foundation in hospitality, relationship-building, and service excellence. Her Kappa Delta roots continue to shape her leadership, emphasizing community, purpose, and meaningful partnerships that support clients at every stage of their journey.



Today we will cover:

  1. (02:30) Why Jordan and Kim chose a cohort-based model for growing a team
  2. (12:45) What onboarding actually looks like behind the scenes
  3. (22:30) What they look for when selecting new ICs
  4. (30:50) How interviews are structured and what questions they ask
  5. (34:00) The real cost of running a mentorship-based model
  6. (45:50) How Jordan and Kim balance mentoring with client work






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72. Failing Forward: Awards, Events, And The Power Of Connections with Kristin Chambers, CTC23 Apr 202401:00:36

Surrounding yourself with the right people in the industry can be transformative. Kristin Chambers, owner of TravelLuster and D.A. Luxury Travel, joins this episode to share how she has grown her companies and the initiatives that helped her gain success and land on award lists such as Conde Nast’s Top Travel Specialists and Top 25 All Star Travel Advisors by Travel Agent Magazine. 

 

Hear Kristin’s inspirational journey from starting her own agency during the 2007 recession to founding a full-service host agency in 2015. She emphasizes the significance of building a community and nurturing partnerships to achieve success. She also provides insights into attending industry events (ILTM, Pure, Duco Italy, and more) and the value of curiosity and commitment in advancing your business. Tune in to gain strategies on growing your agency and making a name for yourself in the industry!

 

About Kristin Chambers:

Through Kristin’s modern-day luxury travel consultancy D.A. Luxury Travel (launched in 2006), she and her team cater to discerning vacationers who don’t just want to take trips – they want to experience travel. Her tailored-to-you itineraries for high-end clients boast the ultimate wow factor thanks to Chambers’ Black Book of powerhouse insiders across the globe. With 18 years of experience, it’s her “reach for the stars” conceptualizing that has her on Conde Nast’s Top Travel Specialists list, Travel & Leisure’s A list of advisors for “over the top trips,” and in the Top 25 All Star Travel Advisors by Travel Agent Magazine, and an invite-only Virtuoso Culinary & Ultraluxe membership, to name a few.

 

In 2016, Chambers wanted to create a space in which seasoned and emerging travel advisors could evolve the industry together. And so TRAVELLUSTRE was born, a full-service travel agency that oversees a highly regarded Boston-based portfolio of fellow luxury travel consultants. The group was soon nominated for the “Luminaries, Legends and Leaders” award for its economic generosity within the travel space during the pandemic. It’s this passion that drives Chambers to deliver the extraordinary to her clientele.

 

daluxurytravel.com

 

 

Today we will cover:

  •  (03:20) Kristin's journey into the travel industry and starting her own agency
  •  (08:20) Creating a community and supporting fully dedicated travel professionals
  •  (11:00) Overcoming challenges and embracing an abundance mindset
  •  (19:50) Defining high net worth clients and the benefits of working with them
  •  (24:30) Details on specific travel industry events; ILTM
  •  (30:00) Smaller niche shows; TFest, Pure, Duco Italy
  •  (36:15) Choosing shows that align with target audience and comfort level
  •  (37:50) Creating long-term supplier relationships; effective post-show email communication
  •  (47:35) Landing on award lists and making industry connections
  •  (49:45) Having silent mentors in the industry
  •  (53:55) Getting involved in boards, committees, and think tanks
  •  (57:48) Overcoming fear of rejection and asking for opportunities

 

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71. How To Legitimize Your Travel Business16 Apr 202400:54:16

Oftentimes, advisors are working to transition from part-time travel planning to a full-time travel advisor committed to their travel career. If this is you, it’s time to take the necessary steps to legitimize your business and elevate your reputation! From the financials to your online presence and external client perspective, Robin and Jennifer walk through all things to consider when establishing a strong foundation for your business. They cover topics such as legal requirements, brand consistency, financial considerations, and organizational processes. They also provide tips and resources to help you get you started. By following these steps, you'll not only establish yourself as a professional in the industry but also attract higher-paying clients and build a sustainable travel business!

 

 

Today we will cover:

  •  (01:15) Filing for an LLC and obtaining an EIN number
  •  (02:50) Obtaining errors and omissions insurance
  •  (09:10) Establishing a professional online presence with a website
  •  (15:40) Creating an email address with a unique company domain
  •  (18:15) Setting up a separate business bank account
  •  (21:55) The need for a credit card processor to collect payments
  •  (25:20) Working with a bookkeeper and the necessity of tracking expenses and revenue
  •  (29:05) Implementing standard operating procedures (SOPs)
  •  (34:25) Why a customer relationship management system (CRM) is so important
  •  (40:40) Utilizing an organizational system outside of client management
  •  (43:10) Maintaining consistency in branding and marketing

 

Miguel Campos at Berkshire Hathaway
Miguel.Campos@bhspecialty.com

 

The Legal Paige

Travel Industry Agreement Templates

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Tonic

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Listen to Episode 57: 

The Connection Between Brand Consistency And Client Trust with Amandolin Webb

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70. Which Numbers REALLY Matter In Your Business?09 Apr 202401:03:30

Knowledge is power, especially when it comes to your business's financials. Knowing your numbers allows you to set realistic goals, make informed decisions, tailor your marketing strategies, and ensure the financial health and sustainability of your business. In this episode, Jennifer and Robin discuss the key numbers that travel advisors need to be tracking, such as operating expenses, total annual revenue, average trip cost, profit margin, and lead to client conversion. They also explain the significance of each metric, as well as tips for tracking and analyzing them. Whether you're a numbers person or not, these insights will help you better understand the importance of knowing your numbers and how to use them to project and achieve growth for your travel business!

 

 

Today we will cover:

  •  (01:15) Understanding operating expenses
  •  (04:50) Being aware of expenses and making essential vs. luxury decisions
  •  (11:35) Ramit Sethi and his approachable financial perspective
  •  (14:35) Tracking annual revenue and expenses
  •  (22:55) The importance of fees and commissions
  •  (28:40) Learning to be financially responsible; saving for uncertain times
  •  (34:10) Average trip cost and average revenue per trip
  •  (43:50) Using trip spend data for marketing and forecasting
  •  (52:00) Tracking lead conversion data to set goals and make adjustments
  •  (55:15) Calculating the number of trips needed to meet revenue goals

_____

 

Listen to Episode 65: Should You Require A Minimum Trip Investment? with Susan Whitson

 

Listen to Episode 41: What We'd Do Today If We Started Our Travel Business Over

 

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69. How To Successfully Navigate Difficult Conversations with Sonni Abatta02 Apr 202400:52:18

Whether in the travel industry or any other field, conflicts and disagreements are inevitable. However, it is how we approach these conversations that can make all the difference. Sonni Abatta, an award-winning TV news anchor with over 20 years of experience in media, joins this episode to discuss political savviness and how to navigate difficult conversations with tact and grace. 

 

Sonni’s extensive experience in journalism and her ability to confront hard topics head-on while maintaining diplomacy and respect make her a valuable resource for understanding the art of diplomacy. Whether it's managing client expectations or dealing with pushback, learn insights on remaining curious, validating others' perspectives, and finding common ground. If you’re looking for tips on how to maintain professionalism in any situation, this is the episode for you!

 

About Sonni Abatta:

Sonni is an award-winning TV news anchor and host of the podcast "We Gotta Talk." With over 20 years of experience in media, she has interviewed presidential candidates, covered high-profile trials, and reported from various locations around the world. Sonni brings her expertise in journalism and current events to her podcast, where she dives deep into a wide range of topics, from news and politics to personal development and well-being.

 

wegottatalk.com

 

 

Today we will cover:

  •  (02:40) Sonni’s background in media and experience in journalism and podcasting
  •  (06:15) What is political savvy and why is it significant
  •  (10:10) Balancing strong opinions and respecting different beliefs
  •  (14:00) Showing up as the best version of yourself
  •  (19:20) How to communicate with advisors who have different approaches in the travel industry
  •  (25:35) Being kind and respectful to others
  •  (28:30) Developing self-awareness through solitude and reflection
  •  (32:50) The role of emotional intelligence in maintaining diplomacy
  •  (36:50) Training yourself to be a better listener
  •  (40:25) The formula for handling controversies: validate, explain, assure
  •  (44:20) Examples of using a diplomatic approach to handle complaints

 

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68. Staying Calm When Travel Plans Go Sideways with Ashlyn Puckett26 Mar 202401:02:09

As a travel advisor, unpredictable situations are bound to happen. While handling frustrations or an emergency is never ideal, with the right preparation and mindset, you can handle these situations like a pro! Ashlyn Puckett, Tique’s workflow guru and former client experience manager, joins this conversation to discuss how to stay calm and collected when things go sideways during travel.

 

Learn tips for handling common travel disruptions, de-escalating client emotions, and how to prepare clients for potential travel issues, including providing a walkthrough call and creating a "what to do when" guide. Ashlyn also shares personal anecdotes, tough experiences, and how she handled those situations as they occurred. So buckle up and enjoy the ride of handling unexpected challenges and finding solutions on the go!

 

 

Today we will cover:

  •  (02:00) Preparing clients for unexpected travel situations
  •  (08:45) Handling common travel disruptions and the importance of travel insurance
  •  (24:55) Providing emotional support and de-escalating client emotions
  •  (30:00) Assisting clients with insurance claims and providing guidance
  •  (42:00) Problem-solving and flexibility in resolving issues; staying calm in difficult situations
  •  (43:30) The role of a client experience manager in handling client issues
  •  (49:00) The impact of DMCs and importance of working with trusted partners
  •  (52:15) Trusting your gut and avoiding compromising client trust
  •  (53:25) Offering solutions and maintaining a good client relationship

 

Listen to Episode 61: Auditing Trip Details To Minimize Errors And Enhance Client Experience with Ashlyn Puckett

 

 

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67. How Forbes Travel Guide Is Transforming The Travel Industry with Richard Lebowitz19 Mar 202400:51:54

Curious about what it takes for a hotel to earn a Forbes Travel Guide star rating? Jennifer sits down with Richard Lebowitz, the Senior Vice President of Travel Industry Outreach at Forbes Travel Guide, to discuss the rigorous evaluation process, as well as how Forbes Travel Guide is transforming the travel industry and how these changes could impact your business.

 

Richard has extensive experience in the hotel and travel industry, including once holding a position on the Asta Hotel Distribution Committee. He shares insights into the history and mission of Forbes Travel Guide, the process of rating hotels, and the significance of the star awards. He also discusses the Endorsed by Forbes Travel Guide program and how travel advisors can leverage the Forbes Travel Guide ratings to enhance their clients' experiences.

 

Connect with Richard Lebowitz:

linkedin.com/in/richardlebowitz

forbestravelguide.com/award-winners

travelweekly.com/Travel-News/Travel-Agent-Issues/Advisors-prize-Forbes-Travel-Guide-endorsement

 

 

Today we will cover:

  •  (04:20) Overview of Forbes Travel Guide and its history
  •  (06:40) Differentiating Forbes Travel Guide ratings from other hotel ratings
  •  (11:20) Highlights from the 2024 Forbes Travel Guide list; New travel trends and destinations
  •  (14:15) Selection process for hotels to be rated by Forbes Travel Guide
  •  (21:30) How travel advisors can utilize the list
  •  (26:00) Forbes Travel Guide Endorsement for travel advisors
  •  (33:20) Details about Forbes Travel Guide Endorsed Agencies
  •  (43:10) Building relationships and making connections in the industry
  •  (48:30) How Forbes Travel Guide lives up to its tagline

 

THE NICHE COMMUNITY: tiquehq.com/niche

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66. What NOT To Do On Your Next Intake Call12 Mar 202400:41:04

Are you feeling anxious about handling intake calls effectively? Tune in to learn strategies to make these calls not only productive but enjoyable! Gain clarity on why you should be using an inquiry form to streamline client information, learn the art of building authentic connections with clients through active listening, and discover how to refine your sales approach and stand confidently behind your value and expertise.

 

Whether you’re someone who dreads inquiry calls (or discovery calls), hates quoting their fee, or simply just needs to refine their sales pitch, this episode provides actionable insights to tackle these challenges head-on, ensuring smoother interactions and ultimately, happier clients!

 

 

Today we will cover:

  •  (02:00) Using an inquiry form as the initial point of entry
  •  (11:10) Taking the time to listen and connect 
  •  (15:00) Listening to clients' specific problems and offering solutions
  •  (19:10) Avoiding excessive focus on perks and amenities
  •  (23:35) Quoting your fee confidently and knowing your worth
  •  (33:00) The importance of researching the destination
  •  (36:15) Researching the client background to personalize the experience

 

SEVEN FIGURE SALES

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65. Should You Require A Minimum Trip Investment? with Susan Whitson05 Mar 202400:55:24

Susan Whitson, the founder of Susan Whitson Travel and a Conde Nast Top Travel specialist since 2020, joins this episode to discuss the importance of setting boundaries, charging fees for services, and knowing your worth as a travel advisor. She emphasizes the concept of minimum trip investments and how to communicate realistic pricing to clients, allowing for flexibility while still ensuring that clients have an understanding of the costs involved. If you’re ready to level up your travel business and work with clients that truly value your expertise, this is the episode for you!

 

About Susan Whitson:

Susan has been designing and creating unique travel experiences since 2014, earning her the honor of being named a Conde Nast Top Travel specialist since 2020. Prior to joining the travel industry, Susan worked in government public relations and communications, including White House press secretary to Mrs. Laura Bush, with whom Susan traveled the globe and experienced some of the world’s most beautiful and culturally rich places, and made deeply meaningful personal connections.

 

Having traveled to 70+ countries on six continents and 49 US states (Nebraska still eludes her), Susan's expertise is planning trips to emerging destinations and creating unique, off-the-beaten path travel experiences specifically tailored for each client. She is most passionate about and has deep expertise planning travel in Africa, the Middle East, Asia, French Polynesia, Spain, Scotland, and South America. Honeymoons, multi-generational family trips, and adventure travel are also areas of Susan's expertise. When not exploring the world, Susan lives in the Virginia countryside with her family.

 

Whitsontravel.com

instagram.com/whitsontravel

 

 

Today we will cover:

  •  (03:30) Susan's journey from the White House to the travel industry
  •  (05:10) Evolution of Susan's clientele and her focus on quality
  •  (08:00) Dealing with disruptors and setting boundaries
  •  (14:10) Assessing the need for change and finding fulfillment
  •  (17:35) Building relationships with clients who bring you joy
  •  (22:45) Cultivating confidence through mentorship
  •  (33:35) The concept of a minimum investment and realistic pricing for full-service itineraries
  •  (39:55) Personal trips as a way to experience and speak to clients
  •  (43:30) Embodying the level of travel you want to sell
  •  (50:15) Calculating fees based on desired income and working hours

 

 

SEVEN FIGURE SALES

tiquehq.com/seven-figure-sales 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

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64. How To Speak The Language Of Luxury with Amber Frankhuizen (Part 2)27 Feb 202400:41:09

Jennifer and Amber Frankhuizen continue their discussion on the language of luxury and how to effectively communicate with high net worth individuals. In this episode, they cover the importance of boundaries, the value of collaborations, and the impact of surprise and delight to further enhance the overall client experience. Learn how to craft a luxury brand that encompasses consistency, high quality, and exclusivity, as well as the do's and don'ts for successful marketing communication. Hit play to gain strategies and tactics that will help you elevate your marketing efforts and attract a loyal luxury clientele!

 

About Amber Frankhuizen:

Her LinkedIn bio says she’s “the Founder, CEO & Chief Strategist at AFMKTG,” which is true, but it’s not the whole truth. (Frankly, it way undersells what she actually does). The reality is, Amber founded her award-winning creative agency, AFMKTG, on an ironing board, figuring out how to build a profitable business out of nothing after jumping from the corporate ladder without a plan or a parachute. Her experience in building her own business, managing nearly a half-billion dollars in real estate assets, and being a mentor and coach for 10+ years has culminated in the birth of the Old Money Podcast. Amber is bold, straight up and direct - she has provocative views on business and a tongue-in-cheek approach that keeps her team and clients on their toes.

 

oldmoneypodcast.com

 

 

Today we will cover:

  •  (03:05) Being curious and willing to learn new things
  •  (06:20) The role of language and consistency in building credibility
  •  (08:05) Focusing on benefits rather than features
  •  (11:55) Leveraging copywriters for authentic and effective language
  •  (13:40) Testimonials and word-of-mouth recommendations
  •  (18:05) Learning from successful luxury brands' marketing materials
  •  (22:45) Collaborations and limited editions to enhance exclusivity
  •  (28:30) Successful luxury brands: Rolex, Hermes, BMW, Porsche
  •  (31:35) Setting boundaries and limiting number of clients 
  •  (34:30) Surprise and delight - client gifting
  •  (38:15) The do's and don'ts of luxury marketing communication

 

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63. How To Speak The Language Of Luxury with Amber Frankhuizen (Part 1)20 Feb 202400:44:18

In the luxury market, it's all about the intangible experience. As a travel advisor, it’s essential to understand that luxury is not solely defined by a high price tag but by the level of service, attention to detail, and exclusivity provided. Amber Frankhuizen, founder of AFMKTG and the host of Old Money Podcast, joins this episode to discuss the language of luxury and how to effectively communicate with high net worth individuals. Amber shares her insights on the psychology behind luxury purchases, the importance of authenticity when targeting the luxury market, and the unique needs of high end clients in the travel industry.

 

About Amber Frankhuizen:

Her LinkedIn bio says she’s “the Founder, CEO & Chief Strategist at AFMKTG,” which is true, but it’s not the whole truth. (Frankly, it way undersells what she actually does). The reality is, Amber founded her award-winning creative agency, AFMKTG, on an ironing board, figuring out how to build a profitable business out of nothing after jumping from the corporate ladder without a plan or a parachute. Her experience in building her own business, managing nearly a half-billion dollars in real estate assets, and being a mentor and coach for 10+ years has culminated in the birth of the Old Money Podcast. Amber is bold, straight up and direct - she has provocative views on business and a tongue-in-cheek approach that keeps her team and clients on their toes.

 

oldmoneypodcast.com

 

 

Today we will cover:

  •  (03:50) Amber's background and focus on luxury marketing
  •  (07:10) Definition of luxury and its psychological impact
  •  (10:25) The concept of "fat fire" and different levels of luxury
  •  (12:25) Creating a seamless customer experience in luxury travel
  •  (18:10) Implementing surprise and delight budgets for clients
  •  (19:40) The psychology behind luxury purchases: tribalism, social signaling, and self-esteem
  •  (23:15) The role of status and social signaling in luxury purchases
  •  (25:10) Finding originality in luxury rather than dupes
  •  (27:05) Sales tactics in the luxury market
  •  (31:30) Remaining authentic while targeting a luxury audience
  •  (38:10) The unique needs of high-end clients

 

CREATING A SERVICE SUITE FOR SUCCESS

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179. Hot Take: What We Learned From 202502 Jan 202600:19:21

2025 taught us a lot…and not all of it was comfortable. In this Hot Take, Jennifer and Robin reflect on the lessons that shaped the past year: why growth felt heavier, what constant change actually costs, and how shifting trust and consumer behavior forced a rethink of how businesses operate. They discuss what worked really well, what stopped working, and the hard truths about resilience, revenue, and sustainability that only show up when you’re deep in it. From outsourcing growing pains to decision fatigue and the pressure to always evolve, this conversation is a candid look at what 2025 revealed behind the scenes and how those lessons are shaping a calmer, more boring approach to 2026.





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62. Building Strong Partnerships In The Travel Industry with Hicham Mhammedi Alaoui13 Feb 202400:46:21

Unlock the secrets to building supplier relationships that aren't just transactions – they're unforgettable collaborations! Hicham Mhammedi Alaoui, the founder of Experience Morocco, joins this episode to share the key elements of a successful supplier-advisor relationship, such as trust, open communication, and mutual support. From creating positive impressions to avoiding common pitfalls, learn how to strengthen partnerships and enhance your ability to create memorable travel experiences for your clients!

 

About Hicham Mhammedi Alaoui:

Hicham is the founder of Experience Morocco, a leading destination management company (DMC) specializing in creating unique and immersive travel experiences in Morocco. With a passion for his country and a dedication to providing exceptional service, Hicham has built Experience Morocco into a go-to partner for travel advisors around the world. With over 10 years of experience in the travel industry, Hicham continues to innovate and create memorable experiences for clients.

 

experiencemorocco.com/#team. 

cntraveler.com/contributor/hicham-mhammedi-alaoui/ wendyperrin.com/reviews/hicham-mhammedi-alaoui-radia-tehitahe/

partners@experiencemorocco.com

 

 

Today we will cover:

  •   (02:15) Hicham's background and how Experience Morocco was founded
  •   (07:10) Creating positive relationships and viewing one another as links in a chain
  •   (11:45) Understanding the why behind each person in the travel industry
  •   (13:15) Ways an advisor can create a positive impression
  •   (25:25) Things to avoid when working with a supplier partner
  •   (29:45) Converting a good trip to a great trip
  •   (32:35) Collaborating with DMCs during high season
  •   (39:10) Cultural sensitivity and avoiding assumptions when working with DMCs
  •   (42:00) The value of overcoming challenges and regaining trust in a relationship

 

 

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61. Auditing Trip Details To Minimize Errors And Enhance Client Experience with Ashlyn Puckett06 Feb 202400:49:51

It’s no secret that planning a trip involves numerous details. It's easy for small things to fall through the cracks, potentially impacting the overall client experience. Ashlyn Puckett, Tique’s workflow guru who previously served as a client experience manager for a host agency, walks through how to audit a trip prior to travel in order to minimize risk of errors and oversight.

 

According to Ashlyn, there are four main points to auditing a trip: the itinerary creator, airfare details, hotel preparation, and back-office tasks. Learn how these auditing practices can save you from headaches, ensure a seamless travel experience, and ultimately boost client satisfaction!

 

Register for the Niche Open House!

tiquehq.com/nch-open-house

 

 

Today we will cover:

  •   (02:50) The four main points for auditing trips
  •   (05:20) Significance of double-checking room assignments and concierge details
  •   (08:40) Spreadsheet used for auditing trips
  •   (17:50) Ensuring excursion meeting locations, times, and contact information are listed
  •   (21:25) Considerations for different generations and their preferred communication methods
  •   (25:20) Auditing airfare details; balancing traveler responsibility with providing guidance and support
  •   (29:10) Importance of hotel preparation and creating a VIP experience
  •   (38:05) Auditing the back office details
  •   (40:45) Checking insurance selection and obtaining written confirmation
  •   (47:36) Utilizing VA services for auditing assistance

 

 

Episodes Mentioned:

56. The Benefits Of Working With A Wholesaler with Melissa Krueger

59. What Details Your DMC And Hotel Wish They Knew with George Eliades

53. Demystifying Selling Travel Insurance with Susan Barbanel

 

 

THE LEGAL PAIGE - Travel industry agreement templates

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60. The Cost Of A FAM Trip with WanderLuxe Destinations30 Jan 202400:57:59

Ever wondered what goes into planning FAM trips? These familiarization trips allow travel advisors to experience destinations firsthand, build relationships with suppliers, and gain valuable knowledge to better serve their clients. However, the planning and execution of a FAM is often underestimated, and there are certain do's and don'ts that advisors should be aware of to ensure a successful experience.

 

In this episode, Tara D'Agostino & Jamie Jackson of WanderLuxe Destinations discuss the labor-intensive process of planning and executing FAMs, the importance of building relationships with partners, and the expectations and etiquette for advisors attending the FAMs. Tara and Jamie share insights on how they select advisors for each trip, the costs involved, and the significance of respect and engagement during site visits.

 

About Tara D'Agostino:

Tara, Owner and Managing Director of WanderLuxe Destinations, began her professional career in luxury travel after deciding to transition from the non-profit world where Tara worked for the Higher Education Student Assistance Authority, liaising between Seton Hall University and the State of NJ. While travel has always been Tara’s passion, she came to a crossroads where she decided to transition her passion into a career and became a Luxury Travel Advisor with Travelong of Summit in Summit, NJ. As she quickly adapted to the business and her client base grew, Tara was offered a Sales Manager position with Wegner Associates, and began juggling both sides of the trade until fully immersing herself into representation; something she quickly fell in love with! Wendy Wegner and Tara began discussing the succession and future of Wegner Associates, and in March of 2019, Tara acquired ownership, rebranded the company and launched WanderLuxe Destinations on July 1st of 2019.

 

About Jamie Jackson:

Jamie was born and raised in Bucks County, PA (a suburb of Philadelphia), but knew she would end up in the South. She earned her BA from Elon University in North Carolina where she spent a winter term in Greece and semester abroad in London. Jamie and her husband spent 6 years in Palm Beach County, FL before settling in Charleston, SC where they reside with their two boys. Jamie has a passion for enhancing relationships between advisors, suppliers, and consortia to strategically improve and grow the business for all parties through education and resource development. She believes that travel enables collaboration, innovation, education, and celebration.

 

wanderluxedestinations.com

hi@wanderluxedestinations.com

 

 

Today we will cover:

  •  (03:00) The background of Wanderlux Destinations
  •  (11:05) Advice for new advisors investing in FAMs
  •  (13:05) Planning and coordination of FAMs
  •  (15:35) Factors considered when selecting advisors
  •  (20:25) Setting expectations and FAM code of conduct
  •  (25:15) Labor costs and expenses associated with organizing FAM trips
  •  (26:35) Showing respect and being professional
  •  (34:20) The high energy spend and empathy required
  •  (40:50) The financial investment and costs involved
  •  (44:00) The impact of cancellations and non-refundable fees
  •  (45:05) Additional cost of tipping and how to financially prepare for a FAM
  •  (49:05) Do's and don'ts of site visits
  •  (53:25) Supplier's perspective on the cost and investment of hosting FAM trips

 

Listen to Episode 3 - Preparing To Go OOO? Do These Things First

 

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59. What Details Your DMC And Hotel Wish They Knew with George Eliades23 Jan 202400:51:44

Creating a seamless client experience in the travel industry requires effective communication, collaboration, and attention to detail. By sharing comprehensive information with DMCs, travel advisors enable them to craft personalized itineraries that meet the client's expectations. 

 

In this episode, George Eliades of Seez Travel discusses the importance of creating consistent client experiences and shares insights on what information is helpful for a supplier to have in order to create unforgettable itineraries. Learn about the significance of setting boundaries, effective communication with DMCs, and the importance of managing client expectations. By following these best practices and fostering strong partnerships with DMCs, travel advisors can elevate their client offerings and contribute to an exceptional travel experience for their clients.

 

About George Eliades:

George is currently the Managing Director at Seez Travel, a luxury DMC specializing in Greece. He brings experience from previous roles at ALGEAN GROUP, OMNI APIQO, Alpha Finance and Kappa Securities. George Eliades holds a 1988 - 1991 BA in Business Administration @ The American Intercontinental University. With a robust skill set that includes Investment Banking, Equities, Investment Advisory, Investments, Business Planning and more, George Eliades contributes valuable insights to the industry. 

 

seeztravel.com/#/our-team

 

 

Today we will cover:

  •  (03:35) George's background in finance and the story behind the name "Seez"
  •  (10:50) How boundaries can enhance professionalism and improve client experiences
  •  (16:10) The proposal process and its impact on suppliers
  •  (22:00) Essential details to include in a proposal
  •  (24:50) Questions to ask to understand the logistics of the destination, including transportation, walkability, and managing client expectations
  •  (29:30) Why you should check flight availability before moving forward with the proposal
  •  (31:50) Best practices for communication with DMCs
  •  (39:45) Providing hotels with client information in order to create a luxury experience
  •  (47:10) The need for good communication; Uncertainty leads to a breakdown in trust

 

 

CLIENT COMMUNICATION TEMPLATES: tiquehq.com/client-communication-templates

All of the email, form, & task list templates you need to deliver a high-end booking experience for your travel clients!

 

SEMI CUSTOM BRAND KITS: tiquehq.com/semi-custom-brands

Browse our collection of pre-designed brand kits that are customized to your brand's unique personality by our talented Creative Director!

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58. 5 Steps To Create A Niche-Specific Workflow with Ashlyn Puckett16 Jan 202400:54:47

If you have not implemented a general workflow in your business, now is the time to do so! Whether you choose the DIY route or take advantage of Tique’s resources, adding niche-specific workflows will allow you to serve different clientele in different areas of the world. Ashlyn Puckett, Tique’s community manager and resident workflow guru, joins this episode to walk you through how to create one workflow and then duplicate it for different types of travel.

 

Ashlyn breaks down the workflow process, including defining the life cycle of a booking, mapping out the process, and outlining the emails and forms needed. She also shares tips on how to effectively implement the workflow in TravelJoy or your preferred CRM. The goal is to streamline your client experience, save time, and provide a personalized and efficient service to your clients!

 

 

Today we will cover:

  •  (04:10) Tique’s workflow services and customization options
  •  (06:30) Background on the development of Tique's client communication templates
  •  (12:00) What is a workflow; Defining the life cycle of a booking
  •  (14:45) Creating a process map for visualizing the workflow
  •  (28:15) Simplifying the workflow process
  •  (32:15) Jennifer’s hot take on implementing and duplicating the client communication templates for specific niches
  •  (39:45) Creating educational assets that complement the niche workflows
  •  (44:05) Implementing the workflow in TravelJoy or other CRM platform
  •  (47:55) Testing the workflow and using resources like TravelJoy Lab

 

 

Client Communication Templates:

tiquehq.com/client-communication-templates

 

The Custom Client Experience:

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57. The Connection Between Brand Consistency And Client Trust with Amandolin Webb09 Jan 202400:46:53

Brand consistency is key! In fact, it goes beyond just adding your logo to every social media post. It’s about creating a unified look and feel across your website, social media, emails, and more. Amandolin Webb, the creative director and branding genius for Tique, joins this conversation to share her expertise on the importance of maintaining brand consistency in order to build client trust. 

 

Amandolin explains the importance of taking the time to establish clear brand guidelines, as well as provides granular details of brand consistency, such as font usage, color hex codes, and font weights. Walk away from this episode with a better understanding of the long-term benefits of investing in a strong brand, the psychological impact of brand consistency, and the importance of regularly auditing and updating brand elements. By establishing clear brand guidelines and maintaining consistency across all touchpoints, you can create a sense of reliability and professionalism that resonates with your ideal clients!

 

Dream Client Guide:

tique.thrivecart.com/free-download-dydc/ 

 

Today we will cover:

  •  (01:35) Why brand consistency is important
  •  (09:10) The role of brand guidelines in maintaining consistency
  •  (12:50) Details of font guidelines, including kerning and font weights
  •  (19:30) Psychological impact of brand inconsistencies on consumer perception
  •  (29:45) Conducting an audit and creating/updating brand guidelines
  •  (35:45) Value of connecting and getting feedback from other travel advisors
  •  (37:50) The connection between branding and copywriting
  •  (40:30) Focusing on progress over perfection

 

 

Semi-Custom Brands

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56. The Benefits Of Working With A Wholesaler with Melissa Krueger02 Jan 202400:49:03

What exactly is a wholesaler? Melissa Krueger, the CEO of Classic Vacations, explains the role of a wholesaler in the travel industry and details the exceptional service, support, and value they bring to travel advisors. Learn the similarities and differences between a wholesaler and a DMC (Destination Management Company), benefits of working with a wholesaler, and the key differentiators that set Classic Vacations apart in the industry. Also, Jennifer shares her personal experience of working with Classic Vacations and how they played a pivotal role in creating the foundation for her entire travel career!

 

About Melissa Krueger:

Melissa is the Chief Executive Officer and has been with Classic Vacations for 9 years. She has been contributing to the travel industry for over 20 years in roles such as Director of Sales and Profitability, Director of Brand Development and most recently Vice President and General Manager of Classic’s robust groups division. Her greatest passion is helping customers build their businesses and supporting employees in growing their careers. Melissa resides in Carmel, California with her husband of 21 years and their three daughters.

 

www.classicvacations.com

sales@classicvacations.com

 

 

Today we will cover:

  •  (01:45) Melissa's involvement in the hospitality industry, specifically with Classic Vacations
  •  (09:55) The structure of a wholesaler
  •  (15:30) Differences and similarities between a wholesaler and a DMC
  •  (23:45) Variety and flexibility offered by a wholesaler
  •  (27:30) In-destination hotline for support
  •  (34:00) How Classic handles money transactions; being a debt-free company
  •  (45:25) Ability to hold space for clients during the proposal review
  •  (47:35) Attending an E3 conference

 

 

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55. Current Social Media Trends And Strategies with Solstice Collective26 Dec 202300:44:32

Social media is an essential tool for businesses to connect with their target audience and build brand awareness. As a travel advisor, leveraging social media effectively can be a game-changer in reaching potential clients and growing your business. However, it can be challenging to stay up-to-date with the latest trends and forever-changing algorithms. 

 

Jane Linsea and Kate Barnes from Solstice Collective, a social media management and website design agency, share their expert insights on the current social media trends that travel advisors need to be aware of. They highlight the most relevant platforms, such as Instagram and TikTok, and emphasize the importance of understanding your target audience when choosing which platforms to focus on. They also provide tips for creating effective captions, engaging with followers, and maintaining brand consistency. Stay tuned to the end of the episode for details on how to receive a $250 discount with Solstice Collective!

 

About Jane Linsea:

Jane is a proud graduate of Central Michigan University and co-founder of Solstice Collective. With a passion for wellness and a love for exploration (be sure to explore Solstice Travel), Jane has over 8 years of expertise in web design and social media management. With a keen understanding of the digital landscape, she seamlessly integrates her skills to enhance the online visibility of businesses associated with Solstice Collective.

 

About Kate Barnes:

Kate is a graduate of Central Michigan University and has four years of expertise in website design and social media management. Beyond her professional prowess, Kate is a globetrotter at heart, relishing adventures that take her to corners of the world near and far. Kate is not just a website designer and social media manager; she's a storyteller, dedicated to bringing your unique narrative to life. Her exceptional talent shines in crafting compelling copy for clients’ websites and social media platforms, seamlessly translating ideas into words that resonate with audiences.

 

solstice-collective.com/tique

instagram.com/solsticecollective_

facebook.com/solsticecollectivellc

 

 

Today we will cover:

  •  (06:45) Most relevant social media platforms
  •  (09:50) Demographic breakdown of Instagram, TikTok, and LinkedIn
  •  (20:05) Tailoring captions for different social media platforms
  •  (20:25) Creating Instagram reels vs TikTok videos
  •  (24:40) Tips for starting and maintaining a social media presence
  •  (28:15) The role of daily engagement in growing a following
  •  (31:45) Should you be running paid ads?
  •  (34:00) Understanding and utilizing the algorithm effectively
  •  (38:00) Maintaining brand consistent images and videos
  •  (41:50) Discount offer for social media management with Solstice Collective

 

 

 

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54. Removing The Intimidation (And Stress) Out Of Email Marketing with Kaytee Fisher of Moxie & Fourth19 Dec 202300:58:37

Say goodbye to email marketing overwhelm! Learn how this powerful tool can help travel advisors connect with their audience, build trust, and drive sales. Get tips on creating engaging content that provides value to your subscribers, as well as the tools that can remove the stress and make email marketing easier and more effective! With the right strategies in place, email marketing can become an integral part of your business and contribute to your success as a travel advisor.

 

This episode also celebrates something very exciting! Kaytee Fisher, Tique’s former email marketing guru, announces the launch of Moxie & Fourth, an email marketing service for travel advisors. From OG Tique client to joining the Tique team and now launching her own email marketing business, Kaytee shares her journey over the past five years and how she found her passion in helping travel advisors create effective email campaigns.

 

About Moxie & Fourth:

Backed by 5 years of personal experience as an advisor and fueled by a commitment to perfectionism, Kaytee deeply understands the marketing challenges faced by travel advisors because she’s been there and done that. Exclusive dedication to travel advisors has allowed Moxie and Fourth to meticulously craft a service suite that caters to even the most niche email marketing needs without unnecessary complexity. In an already intricate industry, there's no reason to make your email marketing anything other than effortless. From project kickoff to wrap up, Moxie and Fourth is committed to providing the essentials for a successful email marketing strategy that you can finally implement with confidence.

 

Moxieandfourth.com

instagram.com/moxieandfourth

The Monthly Newsletter Blueprint: moxieandfourth.com/service-newsletters

 

 

Today we will cover:

  •  (01:05) Kaytee’s journey from a travel advisor to Moxie & Fourth
  •  (09:56) Common misconceptions about email marketing
  •  (12:43) Simplifying email marketing with the right tools and strategies
  •  (17:30) Building “know, like, trust” with your audience
  •  (20:20) Fundamental steps to get started with email marketing
  •  (26:30) The impact of consistent branding and quality in newsletters
  •  (31:45) Cost and benefits of using Flowdesk for email marketing
  •  (35:25) Examples of non-salesy content for newsletters
  •  (40:30) Tools for making email marketing easier
  •  (43:00) Details of The Monthly Newsletter Blueprint
  •  (47:35) Common mistakes in email marketing and how to avoid them

 

 

CLIENT COMMUNICATION TEMPLATES

tiquehq.com/client-communication-templates

 

SEMI-CUSTOM BRANDS

tiquehq.com/semi-custom-brands

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53. Demystifying Selling Travel Insurance with Susan Barbanel12 Dec 202300:56:49

Dive into the intricate world of travel insurance! While this topic may feel heavy and risky, the intention is to mitigate risk, protect your clients, and also safeguard your business. Susan Barbanel, a National Business Development Manager at Travel Insured, joins the conversation to provide key insights and strategies to navigate the risks and rewards of offering travel insurance.

 

Susan covers topics such as when to offer insurance to clients, the legal requirements for offering insurance, and the best practices for converting clients to purchase insurance. She also discusses the commission structure for selling insurance and the different add-ons that can be offered to clients. Travel insurance is a topic that affects every advisor and every business model, regardless of the season or type of travel. It’s not just about protecting the investment, but also about providing peace of mind and support. As advisors, It's important to educate your clients and be the trusted resource they’re looking for!

 

About Susan Barbanel:

Susan is a National Business Development Manager at Travel Insured. She has been with the company for over 11 years as the Director of Group Sales and most recently National Sales Manager, supporting and partnering with high volume key accounts. Prior to Travel Insured, Sue was in the hospitality, tourism, and travel sales industries in the Boston area. Her career has provided skills in business development, account management and working collaboratively for sales and growth. As the National Business Development Manager, she is focused on developing new account partnerships in the travel industry and across various business units. In her free time you might find her on the slopes, playing golf or hanging out at her family’s craft brewery, Still Hill Brewery in Rocky Hill, CT.

 

Email: sbarbanel@travelinsured.com

 

 

Today we will cover:

  •  (04:35) When to initially offer travel insurance to clients
  •  (09:45) Setting a minimum expectation for clients to purchase travel insurance
  •  (13:35) Including travel insurance expectations in terms and conditions
  •  (15:30) Legal requirement of offering travel insurance as a travel advisor
  •  (19:45) Advising clients to seek information from the insurance company directly
  •  (21:20) Do's and don'ts of selling travel insurance
  •  (23:07) Best practices for converting clients to purchasing insurance
  •  (27:25) Can travel advisors purchase insurance on behalf of clients?
  •  (33:35) Importance of having written confirmation for insurance requests
  •  (35:50) Commission ranges and protection for travel insurance policies
  •  (46:35) Recommended add-ons for policies
  •  (52:05) Being a resource for clients who purchased insurance on their own

 

 

Client Communication Templates:

A collection of email, forms, and task list templates to help you enforce boundaries, manage expectations, & deliver a high-end travel booking experience.

 

The Legal Paige - Travel industry agreement templates

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178. The Difference Between Marketing & Sales with Anthony Cifelli30 Dec 202500:35:55

Download the FREE Sales Call Roadmap: tiquehq.com/sales-call?utm_source=Podcast+Episode+148&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+Success+Roadmap

This episode challenges one of the most common and costly misconceptions in business: that marketing and sales are the same thing. Anthony Cifelli, Marketing Strategist and Founder of Truevail, explains why confusing these two roles quietly undermines trust, confidence, and conversions. You’ll learn why visibility alone doesn’t lead to bookings, how inconsistent or generic marketing pushes the right clients away, and what actually makes potential clients feel confident enough to say yes. Anthony shares why consistency matters more than clever campaigns, why emotional connection beats promotion, and how staying present over time (not chasing quick wins) is what builds a business people remember. If marketing feels loud but bookings feel quiet, this episode reframes what’s really missing and why fixing it starts with alignment, not more content.


About Anthony Cifelli:

Anthony has always had a passion for marketing and connecting with people, which led him early on to follow his family into the hotel business. Today, he brings nearly 40 years of experience across the hospitality and travel industries. He began his career with Hyatt Hotels before going on to help build the sales team for what was then a little-known airline, Virgin Atlantic Airways. After a decade-long hiatus as a chiropractor, Anthony returned to the travel industry, spending the next ten years on the representation side with Janine Cifelli Representation. Having founded multiple small businesses along the way, he experienced firsthand how overwhelming marketing responsibilities can be. That insight led him to create Truevail - which helps Travel Advisors with their marketing so that they can focus on their clients.


truevailapp.com/affiliates/tique



Today we will cover:

  • (02:15) Anthony's background in sales and marketing
  • (05:30) The real difference between marketing and sales explained simply
  • (12:45) Attracting the right audience vs. attracting everyone
  • (19:15) Why emotional connection matters more than promotion
  • (21:15) The long game of marketing and why consistency beats quick wins
  • (25:45) Common marketing mistakes travel advisors don’t realize they’re making
  • (31:40) Aligning sales and marketing for sustainable growth



Sleeping Barber episode: The Eight Fundamentals of Effective Marketing





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52. How To Disaster-Proof Your Business with Matt Maniscalco05 Dec 202300:46:47

Are you prepared for the unexpected? Don't wait until it's too late! As a business owner, it's easy to get caught up in the day-to-day operations and overlook the need for emergency planning. However, it's crucial to have a plan in place to protect your business and your loved ones in case of unforeseen circumstances. Matt Maniscalco, an accomplished insurance agency owner,  joins the show to discuss the importance of preparing for life's unexpected events.

 

Matt emphasizes the necessity for travel advisors to have comprehensive plans and protocols in place, addressing both personal and professional aspects. From taking out life insurance policies and creating emergency succession plans to understanding your business's financial state and ensuring your legacy's protection, this episode covers the challenging but crucial matters business owners must consider! 

 

About Matt Maniscalco:

Matt is the President of Page Insurance Agency. He is licensed with both his 2-15 and 2-20 licenses, giving him the ability to help clients in many aspects of their insurance and retirement needs. His career background includes an internship with the NFL, 5 years as a Market Executive in Radio, and most prior 5 years in bank management. Matthew was raised in DeLand, where he still resides with his beautiful wife and 2 children. His passion for his family, his community, and his clients is what drives his success. Beyond his community relations, Matt enjoys coaching little league, working out, attending sporting events, and spending quality time with his family.

 

pageinsuranceagency.com

#BLESSED as You CHOOSE to Be 

 

 

Today we will cover:

  •  (01:40) Matt’s personal experience in realizing the need to have an insurance policy in place
  •  (05:05) Key Man life insurance policy and its significance for your business
  •  (11:30) Robin and Jennifer’s reasoning for getting a policy; ensuring financial security
  •  (14:00) Creating an emergency plan for your business
  •  (16:05) Hiring a corporate attorney and accountant for guidance
  •  (18:15) Importance of having operational processes and SOPs in place
  •  (22:05) Starting the planning process from day one of the business
  •  (25:35) Factors to consider when determining coverage amount
  •  (33:55) Significance of planning for the unexpected in business
  •  (37:39) What to include in your emergency documents and who should have access to the information

 

 

Novo - The ultimate online banking system perfect for travel advisors on the go!

 

The Legal Paige - Travel industry agreement templates

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51. Should Your Assistant Be An Independent Contractor Or An Employee? with Paige Griffith Esq.28 Nov 202301:08:00

Whether you're considering bringing on an independent contractor (IC) or hiring an employee, it's important to understand the differences between the two and make the right choice for your travel business. This episode explores the key aspects of categorizing your new assistant and provides insights from Paige Griffith Esq., an attorney and entrepreneur who specializes in helping business owners navigate the legal aspects of hiring. 

 

Paige sheds light on the considerations that every business owner should be aware of when deciding between an IC and employee. Learn the differences between the two in terms of flexibility, control, tax implications, ability to part ways, and cost implications. Also, learn the importance of setting up processes and contracts to protect both parties, as well as tips for successful hiring and team management. 

 

About Paige Griffith:

In her first year of law school, Paige decided to add a photography business to her already demanding schedule. She immediately fell in love with entrepreneurship and the thrill of building her own dream. After connecting with more creatives, she quickly became attuned to their legal uncertainties and founded The Legal Paige as a solution to the confusion that comes with building a legally legit business. As both a lawyer and a small business owner, Paige understands the challenges and dreams you face. Whether she’s speaking at conferences, guest experting in Masterminds, or recording podcast episodes, she’s keenly aware of the client issues that keep you up at night and the big goals you have to scale a business (while maintaining your peace-of-mind). Oftentimes legal problems can feel impossible to solve and it brings her great joy to offer simple solutions that help you rest assured in your business.

 

thelegalpaige.com

Travel industry agreement templates

Independent contractor agreement template

 

 

Today we will cover:

  •  (01:12) Paige shares her background and why she started The Legal Paige
  •  (09:35) Benefits of providing free educational content
  •  (15:00) Differences between hiring an independent contractor and an employee
  •  (21:25) Should every contractor be their own legal entity?
  •  (27:00) Considerations for travel advisors in hiring contractors
  •  (34:45) Financial preparation for paying employee salaries
  •  (36:40) Performance evaluations and feedback for contractors and employees
  •  (39:20) Importance of having processes and SOPs in place for contractors
  •  (46:50) The generational shift in employee boundaries and expectations
  •  (49:20) Costs associated with hiring employees and contractors
  •  (56:25) Hiring tips: hire slowly, fire fast
  •  (58:10) Paying for probationary periods and test projects
  •  (59:25) Removing access and permissions before firing someone

 

 

Get $100 off when you join Gusto!

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50. How To Know If It's Time To Refresh Your Brand with Amandolin Webb21 Nov 202300:53:44

Is your brand attracting your ideal clients? Commonly overlooked, branding is in fact a crucial aspect of any business. This episode uncovers details on what makes a brand effective, how to keep it relevant, and how to evaluate if a brand refresh is in order! Amandolin Webb, the creative director and branding genius for Tique, joins this discussion to provide her expertise on the importance of branding, determining if your brand is actually attracting your ideal client, and advice on the tricky business of evolving your brand as your business and audience grows. She also touches on topics like brand consistency and its effects on audience perception and trust. 

 

Tune in to gain actionable strategies such as adopting more straightforward approaches, creating brand guides, ensuring brand differentiation and cohesiveness, and choosing timeless elements for brand longevity. By prioritizing brand identity and consistently delivering a cohesive brand experience, you can build a strong and authentic brand that resonates with your target audience and positions your business for long-term growth and success!

 

 

Today we will cover:

  •  (03:10) Evaluating if a brand refresh is needed
  •  (08:10) Evolving with your target audience
  •  (11:50) Benefits of a simple and timeless brand design
  •  (13:00) Sub-brands; pros and cons to having multiple brands
  •  (20:35) Identifying outdated brands and avoiding trends
  •  (25:20) Luxury brands and their branding strategies
  •  (30:35) Brand recognition and standing out
  •  (36:50) Maintaining brand consistency over time
  •  (44:20) Signs that your brand is not engaging with your target audience
  •  (47:30) Making adjustments to branding rather than starting over

 

 

TIQUE x Solstice Collective

Get $250 off your initial service commitment

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