Ep 176 Client Experience Series: Mastering communication & systems for each phase of the trip design process

Do you ever find finance-related conversations to be dry and not very inspiring? Join us for a behind-the-scenes look at an Advisor Accelerator Master hour call – we welcome Travis Shelton, an executive financial coach and host of the Meaning Over Money podcast, to help us find the meaning behind the work we do and the $ we bring in. We talk abut the challenges faced by small business owners in the travel industry, balancing financial stability with passion, and defining personal success in unconventional ways. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

In this exciting roundtable episode, we welcome three incredible travel advisors: Haleigh, Lina, and Ashley, all members of the Advisor Accelerator. Our onversation delves into the unique value of being part of a supportive, peer-to-peer community designed for travel advisors. And each guest shares how they have grown their businesses while being part of a collaborative, diverse learning space like the Advisor Accelerator. (Sneak peak: Haleigh hired someone and can't imagine 6 months ago before she did, Ashley revamped her business approach, and Lina transitioned to travel planning full time over a year before she anticipated.) Tune in for more inspirational stories! --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

You asked, we're answering! We put out a question: "What do you want to know about client experience?" and listeners really challenged us with some great questions. How to level up the pre-travel experience, how to request feedback from clients effectively, and tips for surprising and delighting clients that have worked for us...this are just some of the topics we cover today. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

In our third Client Experience series episode, we delve into the intricacies of communication and systems in the four phases of the trip design process. Learn what those four phases of trip design are and how client communication will change in each phase, Plus, get our tips for tools and systems to streamline and support each phase of trip design so that you can truly master the most important part of travel advisor work. Plus, we are hosting a free masterclass – learn more about it! --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

In this second episode of our 4-part client experience series, we explore five top areas of business that impact any client's experience working with you: service offering, aesthetics, communication, systems, and attracting new clients. Do a self-audit on your travel business with this episode, and hear our experiences and advice as you consider these vital parts of your business and how to improve each of them. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

Today premiers the first episode of our 4-part Client Experience Series! Join us as we explore all the ins and outs of creating a memorable, signature client experience. This week, we are talking about how your brand experience impacts the client experience more than you may realize. Learn to define your business purpose, gauge a client's expectations, and create memorable memories from the first moment the learn about you to the post-trip check-in. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

Will artificial intelligence replace travel advisors? David Shull of Tern Travel shares insights on how AI can aid, not hurt, the travel industry. Gain insights about the challenges travel advisors face and how AI can optimize workflows, personalize services, and transform the way travel advisors manage data and engage with their clientele. Learn more about the opportunities that AI brings to the travel industry, along with how the human touch remains irreplaceable. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

How do you know when to hire? In this episode, Whitney is joined by Madeline and Kristen from Steuber Travel Group to explore the intricacies of team expansion. They chat about setting financial goals, the benefits and challenges of having a hybrid team structure, the importance of job role clarity, and the impact of strategic hiring on operational efficiency and sales growth. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

Welcome back to Shop Talk, where Brianna and Whitney share about what is going on in their businesses right now. This week they delve into the dynamics of team workflow efficiency and delegation, particularly the transition from task delegation to autonomy in decision-making. Brianna shares about how she handled unforeseen travel incidents, and Whitney is systematizing responses to enhance client communication Lastly, they talk about why they dropped the podcast paywall and the bigger picture for Masters in Travel moving forward! (Oh, and there’s a little bit of healthy venting about problematic clients…we know you know). --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message

Is there a difference between treating your work as a travel advisor like a hobby and a business? In this episode, Brianna and guest Sandy Saburn dive into what it means to be a successful professional in the travel industry. Hear their seasoned insights on how to have an entrepreneurial mindset, effective marketing strategies, and the importance of understanding the numbers that drive a profitable travel business. --- Send in a voice message: https://podcasters.spotify.com/pod/show/mastersintravel/message