Discover
TIQUE Talks: The Business Podcast for Travel Advisors
TIQUE Talks: The Business Podcast for Travel Advisors
Author: Robin Bradley and Jennifer Jacob
Subscribed: 51Played: 3,895Subscribe
Share
Copyright © 2022 TIQUE LLC. All Rights Reserved.
Description
Welcome to TIQUE Talks Podcast - a live-workshop style travel business podcast packed with actionable step-by-step tips that are helping hundreds of travel advisors redefine success, grow their bottom line, and find balance in their business. Join us, Florida-based business partners Robin Bradley and Jennifer Jacob, for value-packed, hilarious conversations and impactful interviews with other industry leaders.
With every episode, our mission is to empower you with information, expand what you think is possible for your travel business, and hopefully make you laugh along the way! We are honest, open, and above all, human. We are committed to learning right alongside of you so that we can all find more balance, joy, and peace while pursuing those big, scary business goals.
Whether you are brand new to the industry, have a side-hustle, or you are growing a travel booking empire, this is the show for you.
Join us for new episodes every Tuesday and Friday!
With every episode, our mission is to empower you with information, expand what you think is possible for your travel business, and hopefully make you laugh along the way! We are honest, open, and above all, human. We are committed to learning right alongside of you so that we can all find more balance, joy, and peace while pursuing those big, scary business goals.
Whether you are brand new to the industry, have a side-hustle, or you are growing a travel booking empire, this is the show for you.
Join us for new episodes every Tuesday and Friday!
190 Episodes
Reverse
Most travel advisors say they’re “part of a consortium”, but very few actually know what that means for their business. In this episode, Karryn Christopher, President of Signature Travel Network, to unpack what consortia are really doing behind the scenes to support travel advisors through technology, marketing, training, and preferred partnerships. Karryn explains what it truly means for Signature to be a member-owned cooperative, why preferred partners are about protection and not just perks, how advisors are underusing the resources already available to them, and why data, AI, and education are shaping the future of successful travel businesses.If this conversation made you realize you want more help actually applying these ideas inside your own business, that’s exactly what we work on every day inside Niche - proven systems, ongoing support, and the confidence to grow your travel business with intention. Join now! → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep190&utm_content=NicheAbout Karryn Christopher:Karryn Christopher is President of Signature Travel Network, where she works across all teams to support the mission of equipping members and advisors with the tools, resources, and support they need to grow successful travel businesses. Founded in 1956, Signature is a member-owned travel cooperative representing more than 280 agencies, 15,000 advisors worldwide, and over $11 billion in annual travel sales. Signature is known for its strong preferred partnerships, innovative technology, marketing and training programs, and its commitment to giving back through the Travel Elevates foundation.joinsignaturetravelnetwork.comToday we will cover:(02:30) Understanding consortia and Signature's unique model(05:45) Leveraging consortium resources for business growth(09:50) How preferred partners protect your reputation and your income(15:00) The #1 underused resource inside most consortia(29:30) Travel Elevates: how Signature is helping travel give back globally(35:15) Why consortia trade shows are different from host eventsFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:Cozy Earth - Use code COZYTIQUE for 20% off
Many advisors are starting to ask the same question: Should I get a business partner?Burnout, isolation, and wearing every hat in the business has many wondering if teaming up is the answer. As long-time 50/50 business partners, Jennifer and Robin share what their partnership looks like behind the scenes and the questions most advisors aren’t asking before entering an agreement that affects their brand, income, and future. They also reveal the financial model least likely to create tension and why many advisors may actually need support that could be solved by hiring, not partnering. If you’ve ever thought, “Maybe I just need a business partner,” this episode will help you pause, ask smarter questions, and think long term instead of reacting to what feels hard right now.Press play, then head to the Niche Community Resource Vault to download the Annual Business Audit worksheet and the Goal-setting worksheet → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep189&utm_content=NicheFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Five-star service has less to do with planning, and more to do with people. Former Ritz-Carlton and St. Regis concierge turned travel advisor, Jessica Gorman, joins this episode to unpack what five-star service really looks like behind the scenes and what many advisors are missing. Jessica shares how concierges think, why relationships matter more than reservations, and why advisors should stop trying to do everything themselves and start leaning on the people trained to create in-destination magic. From pulling off the impossible for guests to setting boundaries as a solopreneur, this conversation will change how you think about service, client experience, and your role as a travel advisor.Five-star service isn’t about doing more. It’s about doing the right things.Inside TIQUE’s Niche community, we show you how! Learn proven systems, get ongoing support, and grow your travel business with confidence. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep188&utm_content=NicheAbout Jessica Gorman:With 16 years in luxury hospitality at The Ritz-Carlton and St. Regis, Jessica built her career across sales, events, and concierge, earning membership in Les Clefs d’Or, the prestigious international association of concierges. She now brings that same five-star service mindset to her work as a travel advisor, curating highly personalized, detail-driven travel experiences with VIP access, thoughtful planning, and a focus on unforgettable luxury for every client.globaltravelcollection.com/travel-agent/291702/jessica-gormaninstagram.com/conciergecuratedtravelToday we will cover:(02:30) Jessica's journey to becoming a Les Clefs d'Or concierge(06:00) Why building relationships with concierges changes the client experience(10:30) What concierges know about service that advisors never see(18:50) How to create a more seamless experience by doing less(24:00) Setting boundaries while delivering high-touch service(31:00) The one concierge habit every advisor should adoptFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:Cozy Earth - Use code COZYTIQUE for 20% off
Are you doing way more work for your clients than they actually need…and getting paid the same no matter what? In this Hot Take, Jennifer and Robin explain why offering one all-inclusive level of service is quietly burning advisors out, and how a simple tiered service suite can change everything. Learn what basic, mid-level, and concierge tiers should look like, and how clearly showing your service levels and starting prices on your website instantly filters for the right people. They also introduce a formula-based planning fee approach that takes the emotion and guesswork out of pricing, so you can confidently explain exactly how your fees are calculated based on trip complexity. If you’re tired of bending over backward for every trip and still feeling maxed out, this episode shows you how to tighten your process, protect your time, and serve clients more intentionally.Press play, then head to the Niche Community for more resources, support, and real conversations around pricing, boundaries, and building a more sustainable travel business. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep185&utm_content=NicheFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Guida Botelho from The Travel Institute joins this episode to talk about the significance of certifications for travel advisors. She shares her career background with The Travel Institute, the role it’s played in shaping advisor education since 1964, and what certifications are really meant to do beyond adding letters to your name. You’ll learn how certifications should be used, why they still matter in today's travel landscape, and why foundational education is key to building a sustainable, professional business. If you’ve ever wondered whether certifications are worth the time and investment, this conversation is for you. And if you’re looking for more resources to elevate your travel business, be sure to join the Niche Community!Niche is the premier travel agent community where ambitious advisors learn proven systems, get ongoing support, and grow their business with confidence. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep186&utm_content=NicheAbout Guida Botelho:Guida is Vice President of The Travel Institute, a nonprofit organization dedicated to advancing professionalism and career success in the travel industry through education. In this role, Guida provides strategic leadership across education, partnerships, and workforce development initiatives that strengthen the industry and elevate the value of professional credentials. Known for a clear-eyed, results-driven approach, Guida champions education that delivers real-world application, career mobility, and long-term relevance. By aligning learning pathways with industry needs, partner priorities, and emerging trends, Guida plays a key role in shaping the future of travel education and ensuring advisors are prepared to compete—and win—in an evolving marketplace.thetravelinstitute.comgbotelho@thetravelinstitute.comlinkedin.com/in/guida-botelho-ctie-b36603284Scholarship link: thetravelinstitute.com/travel-agent-training-scholarshipToday we will cover:(03:30) How The Travel Institute has shaped advisor education(08:45) Why credibility and education matter more than ever(11:00) How certifications impact client trust and professionalism(18:00) Using education to improve sales and client conversations(27:30) Avoiding burnout and building a long-term travel business(30:30) How to leverage certifications strategicallyFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:Cozy Earth - Use code TIQUEBOGO
Something has quietly shifted in the travel industry and advisors are feeling it. In this Hot Take, Jennifer and Robin talk about a pattern that’s showing up again and again inside the Niche community, and it’s changing how trips are being booked, planned, and managed behind the scenes. What used to take years of planning is now happening fast! Expectations are higher, timelines are shorter, and the margin for error has never been slimmer. For advisors, this shift is exciting, but it also exposes exactly where businesses are strong and where they’re vulnerable. No doubt about it: 2026 isn’t rewarding hustle. It’s rewarding those who are prepared and unshakeable. Are you ready?Have a topic you’d like discussed in a future Hot Take? Join the Niche Community and submit your questions anytime through the form on the platform. → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep185&utm_content=NicheFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Sales doesn’t have to feel awkward or pushy and this episode proves it! Sales strategist Sarah Murray returns to discuss what actually moves clients from “just thinking about a trip” to confidently booking with you, without burning yourself out or chasing people who were never serious to begin with. This conversation reframes sales as relationship-building and positions you as the guide through every stage of the booking lifecycle. You’ll learn how to spot high-intent leads, avoid getting derailed on discovery calls, follow up without feeling awkward, and move clients forward in a way that feels aligned, professional, and sustainable. If you’re tired of tire-kickers, ghosting, or feeling like sales is the hardest part of your business, this episode is a must-listen! Want to go deeper in this topic? Sarah will be teaching The Art of the Effortless Upsell inside the Niche Community on February 12th - Don’t miss out!JOIN THE NICHE COMMUNITY → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep184&utm_content=NicheAbout Sara Murray:Sara is a sales consultant, trainer, speaker and podcast host working with leaders and sales teams to unlock the untapped potential in their prospecting and business development efforts. Her platform, Prospecting on Purpose, empowers professionals via her virtual and in-person workshops to enhance their communication skills, approach prospecting creatively, confidently connect with clients, and address business needs rather than simply push products. As the host of the popular podcast "Prospecting on Purpose," Sara provides a valuable platform for discussions on prospecting, sales, business strategies, and mindset, leaving listeners with tangible takeaways and increased confidence.saramurray.comToday we will cover:(05:00) Reframing sales as relationships, empathy, and authority(07:00) What a sales pipeline really is and why advisors need one(12:30) Staying in the driver’s seat on discovery calls(18:30) Presenting proposals without losing control of the narrative(26:00) The four real reasons clients hesitate to book(29:00) Asking better questions to uncover what’s really holding clients back(38:00) A simple follow-up phrase that actually gets responsesSales Call Roadmap → https://www.tiquehq.com/sales-call?utm_source=Podcast+Episode+184&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+RoadmapFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:
Cancellation fees: rude or required? In this Hot Take, Jennifer and Robin explain the significance of implementing a cancellation fee to protect your time, effort, and business. They break down when to enforce or waive a fee, how to position it as company policy (not a personal decision), and the systems every travel advisor needs so cancellations don’t turn into unpaid labor. If you’ve ever been burned by last-minute cancellations or clients who don’t respect your time, this episode is your sign to tighten your policies and protect your business. Tune in and then take the conversation further inside the Niche community!JOIN THE NICHE COMMUNITY → https://www.tiquehq.com/niche/?utm_source=Tique_Talks&utm_medium=Show_Notes&utm_campaign=Ep183&utm_content=NicheFOLLOW ALONG ON INSTAGRAM @TiqueHQ
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/penguindesigningpenguindesigning.comToday we will cover:(01:00) Meet Ingrid: design expert and ShowIt Design Partner(03:00) The importance of knowing your target audience(11:40) How website structure impacts SEO and discoverability(18:50) Must-have legal pages every website needs(25:55) Using segmentation to guide visitors through the right journey(32:35) Balancing beautiful design with effective design(38:30) What to review monthly, quarterly, and yearly to keep your site convertingDownload the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+182&utm_medium=Podcast+Shownotes&utm_campaign=Tech+StackJOIN THE NICHE COMMUNITY → tiquehq.com/nicheVISIT THE TEMPLATE SHOP → tiquehq.com/shopEXPLORE THE PROGRAMS →
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 Academy → tiquehq.com/agency-expansion-academyTravel Business Launch Lab → tiquehq.com/travel-business-launch-labJOIN THE NICHE COMMUNITY → tiquehq.com/nicheVISIT THE TEMPLATE SHOP → tiquehq.com/shopEXPLORE THE PROGRAMS → tiquehq.com/programsFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Download the FREE Job Descriptions for Travel Business Roles: tiquehq.com/job-descriptions?utm_source=Podcast+Episode+180&utm_medium=Podcast+Shownotes&utm_campaign=Job+DescriptionsWhat 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:(02:30) Why Jordan and Kim chose a cohort-based model for growing a team(12:45) What onboarding actually looks like behind the scenes(22:30) What they look for when selecting new ICs(30:50) How interviews are structured and what questions they ask(34:00) The real cost of running a mentorship-based model(45:50) How Jordan and Kim balance mentoring with client workJOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE PROGRAMSFOLLOW ALONG ON INSTAGRAM
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.VISIT THE TEMPLATE SHOP → tiquehq.com/shopEXPLORE THE PROGRAMS → tiquehq.com/programsFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Download the FREE Sales Call Roadmap: tiquehq.com/sales-call?utm_source=Podcast+Episode+148&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+Success+RoadmapThis 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/tiqueToday 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 growthSleeping Barber episode: The Eight Fundamentals of Effective MarketingJOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE PROGRAMSFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:Cozy...
If your Instagram posts look good but your calendar is still wide open, this episode explains why. Marketing is louder than ever, but buyers are savvier, more discerning, and far less impressed by pretty posts alone. In this Hot Take, Jennifer and Robin talk about the uncomfortable truth most business owners avoid: marketing can attract attention, but it doesn’t close the sale. They unpack why high-value clients choose competence over aesthetics, how weak sales confidence leads to scope creep, and why feeling “weird” about sales is quietly costing you revenue. This conversation reframes sales as what it actually is, a confident, consultative process that builds trust, protects your time, and turns warm leads into paying clients. If you’re tired of creating content that performs but doesn’t pay, and you want to stop relying on vibes to grow your business, this episode will change how you think about selling!ENROLL IN SEVEN FIGURE SALES → tiquehq.com/seven-figure-sales/VISIT THE TEMPLATE SHOP → tiquehq.com/shopEXPLORE THE PROGRAMS → tiquehq.com/programsFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Download the FREE Sales Call Roadmap: tiquehq.com/sales-call?utm_source=Podcast+Episode+148&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+Success+RoadmapCruising has quietly changed, and this episode explains why more advisors should be paying attention. Luxury cruise expert Kemi Wells-Conrad, founder of Wells Luxury Travel, returns to share how small-ship and yacht-style cruising delivers the kind of bespoke, high-touch experience many travelers assume only exists on land. Kemi breaks down how to handle the “I hate cruising” objection, why luxury cruises often deliver better value than mass-market sailings, and how to confidently match the right cruise line to the right client. From better ports and longer stays to fewer crowds, elevated dining, and inclusive pricing, this episode shows why luxury cruising is becoming one of the smartest tools in an advisor’s sales strategy. If you want clients stepping off the ship saying, “that was worth every penny,” press play!About Kemi Wells-Conrad:In 2014, Kemi joined the travel industry, working as the Director of Sales – Corporate and Leisure at North South Travel, where she oversaw the team, handled all strategic partnerships, sales and marketing for the agency. Six years later, at the start of 2021, Kemi decided to launch her own agency, Wells Luxury Travel, a boutique collective for advisors specializing in four key pillars: adventure, celebration, sustainability and wellness travel. Kemi is a proud member of the Travel + Leisure Advisory Board, is a featured A-Lister in their annual awards and sits on the advisory board for National Geographic Lindblad Expeditions. Kemi previously ran the Young Travel Professionals and then Millennials in Travel Vancouver chapter, as well as sitting on Virtuoso’s Global Member Advisory Board for over 6 years. She has been quoted and featured in a variety of publications, including Travel + Leisure, Robb Report, CNBC and BRIDES. wellsluxurytravel.com@kemiwellsconrad @wellsluxurytravel Today we will cover:(02:20) How Kemi fell in love with cruising(08:15) Selling the value of luxury cruising to hesitant clients(14:25) Why luxury cruises offer better ports and longer stays(22:15) Advisor benefits of selling cruises(28:45) Marketing cruises to non-cruisers(33:00) Who’s actually booking luxury and expedition cruises now(36:30) Hosted sailings and advisor education opportunitiesListen to Episode 120: The Real Cost of Running A Travel Business with Kemi Wells-ConradJOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE...
As the new year approaches, Robin and Jennifer discuss the five questions every advisor should ask themselves before January 1st. These questions will help you check in on your work-life balance, the support systems you’ve built, and whether you're creating the opportunities you actually want. Hear why data should guide your next moves (not just your gut), how to spot the trips and clients that truly fuel your income, and where your systems might be costing you time. It’s a practical, feel-good reset for anyone wanting to step into January with more clarity and momentum. Also, be sure to join the Niche community if you’re craving deeper support and resources in 2026!JOIN THE NICHE COMMUNITY → tiquehq.com/niche?utm_source=tiquetalks&utm_medium=podcastVISIT THE TEMPLATE SHOP → tiquehq.com/shopEXPLORE THE PROGRAMS → tiquehq.com/programsFOLLOW ALONG ON INSTAGRAM @TiqueHQ
Download the FREE Tech Stack Checklist: tiquehq.com/tech-stack?utm_source=Podcast+Episode+154&utm_medium=Podcast+Episode+154&utm_campaign=Tech+Stack If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique’s ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You’ll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you’re drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder!Connect with Sarah Wills:heyswillsy.cominstagram.com/heyswillsy Today we will cover:(01:30) Meet Sarah Wills; how she became a systems expert(03:45) What a task management system actually does(08:20) What to look for in a task management platform(10:25) Trello vs. Clickup(19:35) How Sarah uses Dubsado and ClickUp together(24:10) How advisors can see referrals, return clients, and true marketing ROI(29:15) How to reevaluate your process using time tracking(38:15) Team management inside ClickUp; onboarding team members or ICs(47:30) What not to use ClickUp for Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-templateListen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman JOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE PROGRAMSFOLLOW ALONG ON INSTAGRAM @TiqueHQThanks to Our Tique Talks Sponsors:Cozy Earth - Use code COZYTIQUE for 20% off
Today’s question is one that hits Tique’s inbox at least once a day: Should I change my CRM? Jennifer, Robin, and Ashlyn (Tique’s workflow guru and product manager) break down why the answer is usually not so fast. Before you chase the next shiny tech solution, hear why you should first fully use the features you already have, and how skipping that step can lead to unnecessary costs, messy migrations, and full-blown workflow chaos. Ashlyn walks through what a CRM should be doing for your business, how to evaluate whether it’s actually falling short, and why tightening your processes often solves the problem long before a system switch ever will. You’ll also get a rundown of the five travel-industry CRMs they recommend and how to assess which tool aligns with your business. If the lure of a new platform has been calling your name, this episode is your sign to pause, evaluate, and make moves with intention instead of impulse!
Workflow Implementation → tiquehq.com/workflow-implementation
Connect with Ashlyn → hello@tiquehq.com
JOIN THE NICHE COMMUNITY
VISIT THE TEMPLATE SHOP
EXPLORE THE PROGRAMS
FOLLOW ALONG ON INSTAGRAM @TiqueHQ
THE 2026 ROADMAP: MASTERING AI FOR GROWTH
Tickets Now Available! → tiquehq.com/ai
Everyone wants the secret sauce to becoming a successful travel advisor…so Robin and Jennifer brought on someone who actually knows. One of the most dynamic voices in the industry, Jenn Lee joins this episode to discuss the common traits that top advisors share. You’ll hear why mindset, confidence, leadership, and resilience matter just as much as destination expertise, and why thinking like a business owner isn’t optional if you want to grow. Jenn also gets into the systems high-performing advisors rely on (hi, CRMs!) and how the right processes can completely transform your workload and profitability. And yes, she goes there: what to do if you love travel but aren’t sure agency ownership is your forever lane. From alternate roles to niche paths, Jenn explains how you can still build a career in travel that aligns with your strengths and brings you joy. Listen now!
About Jenn Lee:
Jenn is a dynamic leader in the travel industry, serving as President and Chief Marketing Officer of both Travel Planners International (TPI) and its sister company, Vacation Planners. With over 30 years of experience building and managing sales teams for Fortune 500 companies including Marriott Vacation Club, Ryland Homes, and Premiere Farnell, Lee brings strategic vision and an entrepreneurial mindset to empowering independent travel advisors. Known for her "let's get it done" culture and passionate advocacy for the travel advisor community, Lee also serves on the board of the Family Travel Association. Based in Maitland, Florida, she is dedicated to elevating the travel planning experience and creating opportunities for travel professionals to thrive both personally and professionally.
linkedin.com/in/jennleelovestravel
Today we will cover:
(02:10) Meet Jenn Lee: one of the most influential voices in the advisor community
(07:40) Shifting your mindset from hobbyist to entrepreneur
(16:15) The core traits of a successful advisor
(32:30) How rediscovering your “why” can realign your entire business
(35:35) Systems, CRMs & running a sellable business
(42:15) Investing in help long before overwhelm hits
(44:50) Signs agency ownership isn’t your lane & what paths exist beyond it
(54:05) Leaving a business isn’t failure; Jennifer’s story of pivoting
Get the FREE Business Launch Checklist!
http://www.tiquehq.com/launch?utm_source=Podcast+Episode+40&utm_medium=Podcast+Shownotes&utm_campaign=Launch+Checklist
JOIN THE NICHE COMMUNITY
a...
Ready to keep clients coming back all year long? This Hot Take dives into one of the most overlooked revenue streams in the industry: hotel bookings. What starts as a story about a friend booking Gleneagles without looping in her travel advisor turns into a massive reminder that your clients do not automatically know to come to you for hotels. And that gap is costing advisors thousands of dollars a year with almost no lift required. From mentioning it on intake calls to promoting it consistently in newsletters and on social media, learn easy ways to bake hotel-only bookings into your process. Also learn how this service smooths out slow seasons, reduces burnout, diversifies your revenue, and strengthens client loyalty without adding hours to your workload. If you want more clients thinking of you for every trip, hit play and learn how to incorporate this profitable, low-lift revenue stream for 2026!
JOIN THE NICHE COMMUNITY
VISIT THE TEMPLATE SHOP
EXPLORE THE PROGRAMS
FOLLOW ALONG ON INSTAGRAM @TiqueHQ





Definitely a fan of charge fees from the beginning :)