Hi Planners!  Recently I have been getting a lot of questions from planners about streamlining their inquiry process. The pros and cons or offering a few options or more limited options. How to suss out if the client is the right fit and so much more. It got me thinking about one of my favorite topics - the green or red flag system for evaluating if clients are a good fit for you.  So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries. I’ll walk you through what this process is, how you can adapt it, what an important tool it is and when you should use it.  ..read more

Hi planners! Welcome to this week’s episode. I have something special for you and I am really excited to share it. We recorded live the Planner Panel from the Mastering Management workshop. My guests are both returning to the podcast - Christine Garrison owner of CMG Events and Candice Sanders of Engaged Events.  In addition to a great conversation, you can hear a bit about what the conversations are like at our workshops. If you want to learn more about Wedding Management, be sure to be on the lookout for the new Management Template Bundle launching soon!  In this episode:  Bu ..read more

Hey planners! One thing that can set you apart in your business is adopting the mentality of “never stop learning”. In this episode, we talk about the importance when it comes to continuous learning, keeping your brain sharp, staying relevant and challenging yourself in new and exciting ways.    What’s in this episode: Why all planners need the mindset of “never stop learning” Tips for entry-level learning and how to find these opportunities How to reflect on mistakes and learn lessons What you can learn from working with mentors How you can use your successes as a learning moment Wh ..read more

Hi planners! Today I want to talk about one of the biggest struggles that every planner faces. I want to share with you one of the main reasons planners come to Planner Life Academy. Now these planners might be coaching with me, they might be taking the online course, or they might be attending an in-person workshop. But what seems to be universal when I ask these planners why they are here...one of the most common answers is to improve their confidence. So let's talk about confidence. Let's talk about the steps we know can improve confidence.  In this episode:  Focus on your stren ..read more

Hi planners, welcome to a solo episode today about the new year and the new feelings that come with it. In this episode: How I push my new year start to February. The steps that I take to reset for this next chapter of life and business. What about the way we get to reset each year.  How when you take the time to reflect and start fresh, you get to improve your personal and professional life in a really meaningful way.   This episode is supported by Planner Life Academy. In case you didn't know, we created Planner Life Academy for planners to have the education, tools and resources ..read more

Hi planners! Meet my next guest, Holly Gray.  Founder and CEO of Anything But Gray Events, Holly Gray is a Los Angeles, California second generation wedding planner and community builder. As you'll learn, Holly is a former stage manager of theater, TV, improv, and she brings a fearlessly theatrical perspective and unique skill set to the event industry.  Holly is known for her use of color, creativity, and bold design aesthetics. Anything but great events weddings look and feel as unique and out of the box as the couples they are crafted for. Holly's work has been featured in Equally ..read more

Hey planners! Today we have a special episode for you where we took a deep dive into what our workshop was like this year. We just recently wrapped up our 10th in-person workshop and in this episode, we shared our takeaways and chatted about the roles that we have for the event, how we pivoted it during COVID and what students learn at our workshops. You’ll hear the feedback we’ve gotten from planners who attended, the number one takeaway of the event for planners and a few of our favorite moments from the workshop!   What’s in this episode: Their thoughts on how they felt about the work ..read more

  Hi planners! Before I introduce you to my next guest, I wanted to make sure that you heard that the new PlannerLifeAcademy.com is live! I am beyond excited for you to see it, and more importantly, the four new workshops for 2025, including the first one in January, which is Mastering Management, a Wedding Coordination and Wedding Day-focused 2-day in-person workshop. Be sure to check out the site for more info and to grab your seat before they're gone!  Now, my next guest is Natalie Good. Known for being a creative force behind A Good Affair, Natalie began her passion for design as ..read more

  Hi planners! Before I introduce you to my next guest, I wanted to make sure that you heard that the new PlannerLifeAcademy.com is live! I am beyond excited for you to see it, and more importantly, the four new workshops for 2025, including the first one in January, which is Mastering Management, a Wedding Coordination and Wedding Day-focused 2-day in-person workshop. Be sure to check out the site for more info and to grab your seat before they're gone!  Now, my next guest is Natalie Good. Known for being a creative force behind A Good Affair, Natalie began her passion for design as ..read more

Hey planners! Today you’ll be hearing from Kimberly Rhodes of Hitched Events. Kimberly got into the marketing and event management industry early on in her career. After having her own wedding, she had the idea of becoming a wedding planner. In this episode, we talk about the first steps to take as a wedding planner (you may be surprised but it isn’t necessarily finding your first client!) She talks about why she made the move back to Texas to start her company, how she quickly learned to charge her worth and why she decided to scale back on the number of weddings she did per year. You’ll hear ..read more