
Advertise on podcast: Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners
Rating
4.9from
This podcast has
281 episodes
Language
EnglishPublisher
Rita M. PerezExplicit
No
Date created
2021/03/04
Latest episode
2026/11/06
Average duration
44 min.
Release period
8 days
Description
Each week I share, along with featured guests, tangible and practical business strategies for travel entrepreneurs.We discuss foundations, marketing, sales, client experience, systems, supplier relations, and everything in between to empower you to run an effective and profitable travel business, and not just another travel hobby.For travel agents, travel advisors, travel suppliers, tour operators, tourism professionals, travel coaches, travel creators, travel business owners, travel agency owners, host agency owners, and travel industry support partners.
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Podcast episodes
Check latest episodes from Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners podcast
Ep 279 How Travel Advisors Can Sell Africa Beyond Safari Experiences with Jamie Rose
2026/11/06
Send Rita a text with your thoughts!
Don't market your travel agency alone - Join Visible Travel Advisor: https://strategictravelentrepreneurpodcast.com/visible-travel-advisor/
Get this year's Black Friday Updates! https://programs.steeryourmarketing.com/products/offers/view/1198582
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Some trips change people from the inside out, and Africa is one of those places where your clients finally put down the stress of everyday life and remember what really matters.
I brought Jamie Rose, Director of Business Development and Partnerships at Tembo Wild, on to share how she booked her very first safari with zero Africa experience and still came out looking like a rock star.
We talk about who your ideal Africa client is, what’s actually packed into that per-person-per-day price, and the experiences beyond safari, from Namibia’s dark sky reserve to pickleball in Nairobi.
Learn how to sell Africa as a high-revenue destination, even if you’ve never been, by leaning on the right destination partner.
FAQ:
Can a travel advisor sell an Africa safari without ever having been there?
Totally! As a travel advisor, Jamie booked her first safari with zero Africa experience by working with Tembo Wild who joined her discovery call and walked her through the proposal. She says advisors selling over $1 million a year now bring her onto discovery calls when Africa is new to them.
What’s included in the price of an African safari?
Tembo Wild’s 4-star trips start at $700 to $900 per person per day, net. That price covers visa processing, a VIP airport meet and greet, private transfers, park fees (which can be up to $150 per person per day), guides, fuel for morning and evening game drives, regional and intra-Africa flights, and meals in the safari destinations. Drinks are sometimes included depending on the property.
Who is the ideal client for an Africa trip?
Africa is usually best for someone who has already gone on experiential, bespoke trips, like Iceland, Antarctica, Patagonia, the Galápagos, or immersive river cruises. Jamie sees solo travelers, couples celebrating milestones, families with adult children, multigenerational families, and groups of women in their 50s to 80s, as other major markets.
Connect with Jamie: [email protected]
Visit the Tembo Wild website: https://www.tembowild.com/
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 278 What to Do When Your Travel Agency Marketing Isn’t Bringing In Clients
2026/10/30
Send Rita a text with your thoughts!
Join the Waitlist for my NEW Group Marketing Program: https://programs.steeryourmarketing.com/products/offers/view/1198580
Get this year's Black Friday Updates! https://programs.steeryourmarketing.com/products/offers/view/1198582
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
If 2026 didn’t turn out the way you hoped, you can change that for 2027 by doing things differently.
I share how I went from only talking to people who already knew me to almost not getting out of my car at a networking event, and how that one decision built the network that carried my business even now.
We’ll look at whether your investments line up with your core focus, why content without relationships leaves a HUGE gap in your travel agency marketing, and how fear of failing and fear of success can both keep you stuck.
Learn how to audit this year’s actions and commit to the sales, marketing, and relationship-building moves that give you a different 2027 :)
FAQ:
How long should a travel advisor try a marketing strategy before changing it?
If you’ve only been at it a few weeks or a couple of months, give it more time. If you’ve been consistent for 6 months to a year and still aren’t seeing traction, that’s the point to do something differently or bring in an expert to diagnose what isn’t working.
Should I invest in systems or lead generation first?
Start with what your business is lacking right now. If you need more clients, polishing your systems is a misalignment, because a perfect system isn't going to bring the clients in. If you’ve had an influx of clients and things are getting messy, that’s when systems deserve the focus.
What should travel advisors focus on to make 2027 different?
Two things: a concrete sales and marketing plan you can come back to when life gets busy, and building relationships with potential clients and referral partners. Commit to it, set 3-month timelines for your actions, and repeat them until they become habits.
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 277 How Travel Advisors Keep Their Marketing Running When They Get Busy
2026/10/23
Send Rita a text with your thoughts!
Register for the Plan Your Year Workshop: https://programs.steeryourmarketing.com/products/courses/view/1196435
Join the Waitlist for my NEW Group Marketing Program: https://programs.steeryourmarketing.com/products/offers/view/1198580
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Busy season feels amazing right up until you realize your marketing stopped the day your clients’ trips took over.
Whether you’re buried in client work, counting on referrals, or waiting until you feel ready to put yourself out there, I’m sharing why your marketing engine has to keep running.
I’m also telling the story of an advisor who was procrastiplanning her launch until I asked her one simple question, plus why batching your content now means future you is going to love you :)
Learn how to set a marketing minimum you’ll actually stick to, so you’re not launching to crickets or riding out a drought when things get busy.
FAQ:
What should a travel advisor’s bare minimum marketing be?
Choose the one or two things that go out every week no matter how busy you get. For me, that’s a podcast episode and an email. For you, it could be one weekly blog post that you repurpose into Facebook group posts and social media.
Should travel advisors wait until they’re ready to start marketing?
Get the legal pieces done first, like your EIN, local business license, and signing with your host or franchise. After that, start warming people up before your systems are perfect. If you wait until everything is in place, you’ll launch to crickets because you haven’t built any leads.
Are auto-posting tools worth it for travel agents?
I don’t recommend them. They know nothing about you, your agency, or your clients, so the posts have zero personality, and they usually market the supplier instead of your business. Content calendars from Krystle Straub or Kyla Daisy, or even the resources in my cruise content library, will do more for you.
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 276 When Should Travel Advisors Start Planning for the New Year
2026/10/16
Send Rita a text with your thoughts!
Register for the Plan Your Year Workshop: https://programs.steeryourmarketing.com/products/courses/view/1196435
Join the Waitlist for my NEW Group Marketing Program: https://programs.steeryourmarketing.com/products/offers/view/1198580
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Every big business you love, from theme parks to your favorite fast food chain, plans months before you ever see the results.
If you’re waiting until January, or until you finally feel “ready,” to market your travel business, you’re probably going to be too late.
I’m sharing what I learned during budget season as a senior labor analyst, why the business you build now is the one you’ll see in the next 3 to 6 months, and how to plan ahead so you can take the holidays off guilt free :)
Learn how to build your marketing runway now so you walk into 2027 with clarity, confidence, and people who already trust you with their trips.
FAQ:
When should travel advisors start planning for the new year?
Travel advisors should start planning in October. Use October to set your goals, your numbers, what you're selling, and your marketing priorities. In November, build what you'll need, like lead magnets, email sequences, and promotions. December then becomes your time to batch and schedule content, since holiday distractions make it a hard month to start from scratch.
Why isn't anyone booking with me after I opened my travel agency?
Most people don't book because they don't know you or trust you yet. Many people just found out you work in travel, and before they spend thousands of dollars, they need time to warm up to you. The business you're building now is the business you'll see in the next 3 to 6 months, so start building that runway early.
Should travel advisors wait until they're ready to start marketing?
No. You'll never feel fully ready, and if you wait until your systems and processes are all built, you'll be too late. You don't have to market on a wide scale while you're setting things up, but you still need to market so people get to know you before you need their bookings.
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 275 Stop Fearing your Numbers and Make Smarter Business Decisions for your Travel Agency
2026/10/09
Send Rita a text with your thoughts!
Register for the Plan Your Year Workshop: https://programs.steeryourmarketing.com/products/courses/view/1196435
Get your numbers with the Lead Generation Calculator: https://programs.steeryourmarketing.com/products/courses/view/1138259
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
If looking at your numbers makes your stomach drop a little, just know that we've all been there.
I'm walking you through why you need to stop "shoulding" on yourself and start making decisions from data instead of drama.
You'll get the 5 core numbers I want every travel advisor tracking, what those numbers might be telling you about your leads, sales, and seasonality, and a simple decision filter to run before you add, change, or quit anything in your business.
Learn how to read your numbers with confidence so you can plan smarter, spot slow months before they hit, and second-guess yourself a whole lot less :)
FAQ:
What numbers should travel advisors track in their business?
Travel advisors should track five core numbers: bookings and commissions by month, where clients come from, discovery call conversion rate, average commission per booking, and time spent per booking. Together they show your busy and slow seasons, which marketing brings in clients, and which trips are worth your time.
How do you calculate your discovery call conversion rate?
Divide the number of discovery calls that became paying clients by the total number of discovery calls you had. If 6 out of 10 calls turned into clients, your conversion rate is 60%. A lower rate usually points to a sales or qualifying issue, so recording your calls or practicing with a peer can help.
What does it mean if you have lots of leads but few bookings?
Lots of leads with few bookings usually means you have a sales or qualifying problem, so more leads won't fix it. The wrong people may be getting on your calls, or something on your call, landing page, or inquiry form isn't helping them take the next step. Add filters before calls and check your messaging for industry jargon.
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 274 Why Every Travel Advisor Needs a Written Business Plan
2026/10/02
Send Rita a text with your thoughts!
Register for the Plan Your Year Workshop: https://programs.steeryourmarketing.com/products/courses/view/1196435
Get your numbers with the Lead Generation Calculator: https://programs.steeryourmarketing.com/products/courses/view/1138259
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
You made a HUGE bet on yourself when you registered your business, chose a host agency, and handed over your credit card, so why are so many travel agents running that business without a written plan?
About 60% of you told me in my Prep for Wave Week survey that your plan lives in your head or doesn't exist yet, and I'm on a mission to change that number.
I'm sharing the 5 reasons I'm so passionate about planning, with a little help from Jack Skellington, Kevin McCallister, and a few stats that surprised even me.
Learn how to build a simple plan you'll actually use, so you can trade busy for strategic and run your travel agency with way more intention :)
FAQ:
How much more likely are you to reach your goals with a written business plan?
Having a written plan increases your likelihood of reaching your goals by 42%. Sharing your progress on that plan weekly pushes it up to 76%. Businesses with plans also grow 30% faster than businesses without one, which is a general business stat, not one specific to travel agencies.
What should a simple travel agency business plan include?
A simple plan has three pillars: your numbers, your sales goals, and your marketing plan. Start with the income you need based on your expenses. Next, decide exactly what you'll sell and how many. Then build a marketing plan around those specific trips and clients, using both relationship-building and content marketing.
Why do most business plans fail?
Most plans fail because people don't act on them. Creating the plan is only the first step. You also need a to-do list and a schedule of activities that put the plan into action. Keep the plan simple, because a complicated plan is much harder to follow through on.
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 273 What Questions Should Travel Advisors Ask on a Discovery Call with Whitney Shindelar (Prep for Wave Week Replay)
2026/09/25
Send Rita a text with your thoughts!
Register for the Plan Your Year Workshop: https://programs.steeryourmarketing.com/products/courses/view/1196435
Forgot to register for this year's Prep for Wave Week? https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Everyone wants to feel seen and understood, and your sales process is where clients decide whether you're really listening.
I replayed Whitney Shindelar's Sales Day session from last year's Prep for Wave Week because it was such an advisor favorite :)
She shares how she leads with curiosity from the very first inquiry and why she saves the budget question for the end of the discovery call.
She also explains how she frames hotel choices as pros and considerations, and the Loom video and custom Google Map combo she uses to deliver every proposal.
Learn how to ask better questions, talk less, and close sales faster without the endless back and forth.
Questions this episode answers:
What should a travel advisor ask when a client doesn't know where they want to go?What single question can reveal how a client likes to spend their time and money?How do you get answers from a client who isn't giving you much in conversation?Why does it matter whether a client is a first-time or repeat visitor to a destination?How should you approach repeat clients when they come back to plan a new trip?How do you help cruise clients decide between focusing on the ship or the itinerary?What should a travel advisor research before a discovery call for an unfamiliar destination?What should a proposal email include to get a client to decide quickly?When should a travel advisor turn down a trip request?How do discovery questions set a travel advisor apart from AI and booking sites?
Connect with Whitney: https://www.linkedin.com/in/whitney-shindelar-a5376886/
Learn more about The Hive on the Travel Tech Audio Summit: https://strategictravelentrepreneurpodcast.com/travel-tech-audio-summit/
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 272 How to Market to Luxury Travelers with Belvin Baldwin II (Prep for Wave Week Replay)
2026/09/18
Send Rita a text with your thoughts!
Save your spot at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Sell the ships you haven't sailed on, like you have: https://programs.steeryourmarketing.com/products/courses/view/1166776
Luxury travel is less about a giant bank account and more about how you plan and who you plan with.
I replayed Belvin Baldwin II's session from last year's Prep for Wave Week, where he breaks down what actually separates a luxury trip from an expensive one and why chasing deals repels the exact clients you want.
We get into where busy professionals actually look before they book, how to network without the ick, and why your content needs to work for both Google and AI now.
Learn how to position yourself as the problem solver luxury travelers come looking for, so the booking becomes the easy part.
Questions this episode answers:
What are the three criteria that make a vacation truly luxury?What are travel advisors getting wrong when they try to market to luxury clients?Where do luxury travel advisors actually find high end clients?How do you network for travel clients without coming across as salesy?What are the green flags and red flags when choosing a networking event?How often should a travel advisor publish content or get out to network?How do LinkedIn newsletters and YouTube videos help you show up in Google search?How do you optimize your travel content to get found in AI search?How can you tell if someone is a good fit for a luxury vacation?Why do open-ended questions help you uncover a client's real pain points?
Connect with Belvin: https://www.linkedin.com/in/belvin-baldwin-ii-6726032a/
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 271 Why Every Travel Advisor Needs Their Own E&O Insurance Policy with Miguel Campos (Prep for Wave Week Replay)
2026/09/11
Send Rita a text with your thoughts!
Save your spot at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Sell the ships you haven't sailed on, like you have: https://programs.steeryourmarketing.com/products/courses/view/1166776
Insurance might be one of the most boring topics in the travel industry, and it's also the one that can wipe out your business if you get it wrong.
I brought Miguel Campos of Berkshire Hathaway Travel Protection back on to walk through what your host's E&O policy actually covers, and why the answer is probably less than you've been told.
We get into the real difference between E&O and travel insurance, the cyber scams draining small travel businesses right now, and the wire fraud costing advisors five and six figures.
Learn how to protect your travel business with coverage that holds up before you ever have to file a claim.
Questions this episode answers:
Does a travel advisor need their own E&O insurance if they work under a host agency?What is the difference between errors and omissions insurance and professional liability?Can a host agency's E&O policy run out of coverage before it protects you?What is the difference between general liability and professional liability for a travel business?Do travel advisors need general liability insurance for bridal shows, Christmas markets, and vendor events?How much does cyber insurance cost for a home-based travel agent?What proactive steps reduce the risk of wire transfer fraud and social engineering?Can a travel advisor be sued if a client is injured or killed on a trip?Does a signed insurance decline waiver protect a travel advisor from a lawsuit?Why do legal defense costs matter more when they're covered outside your limit of liability?
Email Miguel at [email protected]
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 270 How to Audit Your Client Experience as a Travel Advisor (Prep for Wave Week Replay)
2026/09/04
Send Rita a text with your thoughts!
Save your spot at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the marketing reset your travel agency needs: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Sell the ships you haven't sailed on, like you have: https://programs.steeryourmarketing.com/products/courses/view/1166776
One of my favorite places in Orlando has some of the best hospitality I've ever experienced.
I turned that customer service, as well as how I audit my own client experience, into a full breakdown of how you can audit your own client experience.
This includes your website and inquiry form all the way through to how you follow up after someone gets home.
I get into the pre-trip, during-trip, and post-trip touchpoints that make clients feel seen, plus the four things people actually want when they work with a professional.
I also walk through how to run a real audit on yourself, from feedback forms and focus groups to one-on-one interviews and quick social media polls, including the exact starter questions I've used.
Learn how to create a magical client experience that will have your travelers raving.
Questions this episode answers:
What touchpoints make up a client experience in a travel business?How do you make travel clients feel seen, heard, and cared for?How can travel advisors compete against AI, OTAs, and big-box booking sites?What should a client experience self-audit include?How do you check if your website is hurting your client experience?What questions should you ask on a client feedback form?When is the right time of year to run a feedback form or focus group?How do you run a focus group or one-on-one interview for client feedback?How do you use client feedback to improve your marketing copy and SEO?How should you thank clients who give you feedback?
Get the Marketing Scorecard: https://programs.steeryourmarketing.com/products/courses/view/1187247
Watch Rita's Original Presentation: https://youtu.be/8QSxkBD7MCE
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 269 What Travel Advisors Can and Cannot Legally Do With AI with Tom Carpenter
2026/08/28
Send Rita a text with your thoughts!
Save your spot at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776
AI is everywhere in the travel industry right now, and a lot of advisors are grabbing the shiny new tool before stopping to ask whether we're actually allowed to use it in certain ways.
I sat down with travel attorney and agency owner Tom Carpenter to sort out what's safe, what's risky, and what could even get you sued.
We talk about why uploading legal documents or client info into open source AI can eliminate your attorney-client privilege and expose sensitive data, the difference between open and closed source tools, and the one court case that proves you're on the hook for whatever your chatbot tells a client.
If you're using AI in your business and you want to keep your booty protected, give this one a listen.
Questions this episode answers:
Can travel advisors legally use AI to draft their own terms and conditions or contracts?Is it legal to upload a document you didn't write into an AI tool?Why can free AI end up costing you more than a paid closed source toolShould travel agents add the AI tools they use to their data privacy policy?Can recording an AI chat on your website violate Florida wiretapping laws?Should you trust a host agency whose support answers come from ChatGPT?What is the difference between privileged and confidential client information?Does putting a copyright on your itinerary stop clients from booking without you?
Connect with Tom on FB: https://www.instagram.com/travelprotheory/
Tom's Email Address: [email protected]
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 268 Creative Ways Travel Advisors Can Use AI to Save Time in Their Business with Kate Thomas
2026/08/21
Send Rita a text with your thoughts!
Join us at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776
Kate from Travel Pro Theory is here to nerd out with me about all the creative ways travel advisors can use AI.
We walked through the whole lay of the land, from chatting with AI to setting up projects, building skills, and letting Cowork run scheduled tasks that do the tedious work for you.
Kate shares how she uses connectors to analyze her email data, target her most engaged people, and pull destination research automatically every single week.
We got into building branded lead magnets, sales pages, and quizzes without heavy tech skills, and why judgment is the one skill you need to use AI well.
This conversation will show you just how much time you can get back while keeping the human parts of your business fully human.
Questions this episode answers:
What are the different ways travel advisors can use AI in their business?What is the difference between AI chat, projects, skills, and Cowork?What are AI connectors and MCPs, and how do travel advisors use them?How do you build a skill in AI, and what should the instructions include?How do you use AI without making your content sound AI-generated?Which Claude AI models are best for different business tasks?
Connect with Kate on IG: https://www.instagram.com/travelprotheory/
35 things you didn't know AI could do in your travel biz: https://travelprotheory.kit.com/35-things-ai
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 267 How Travel Agents Can Tell Better Stories on Social Media with Bianca Alba
2026/08/14
Send Rita a text with your thoughts!
Join us at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Fill out Rita's 2026 Feedback Form: https://forms.gle/3zuchVKZ817RvGyk9
Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776
Storytelling is where so many travel advisors get stuck, especially when marketing doesn't come naturally.
So I brought on my friend Bianca, founder of This Latina Travels, to break down the exact framework she uses to create Reels that actually connect with her audience and grew her following to 10,000+.
We get into how to write hooks that stop the scroll, why an imperfect story beats perfect content every time, and how to figure out the "what's in it for me" that keeps people watching.
She also shares her repurposing process for stretching one Reel across platforms, and unrelated, a beautiful way you and your clients can pay it forward while visiting Puerto Rico.
If your content has been feeling a little flat, you're going to walk away with real ideas you can use today.
Questions this episode answers:
How can travel agents tell better stories on social media?What should you do when you have great footage but no story to tell?How do you edit a voiceover Reel from start to finish?Why shouldn't travel agents rely on social media as their only marketing toolHow can travel advisors and their clients volunteer with the Flight Angels program in Puerto Rico?
Connect with Bianca on IG: https://www.instagram.com/thislatinatravels/
Get 20% off Bianca's merch with code podcast: https://www.thislatinatravels.com/shop/
Learn more about helping get pets to their forever homes from Puerto Rico: https://flightangels.org/
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 266 Are You Using AI Legally In Your Travel Business?
2026/08/07
Send Rita a text with your thoughts!
Join us at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Fill out Rita's 2026 Feedback Form: https://forms.gle/3zuchVKZ817RvGyk9
Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776
I don't know about you, but AI has been big on my brain this summer.
Coincidentally, The Legal Paige just came out with a reel talking about using AI legally.
I'm sharing the four big things Paige mentioned, and translating them to how they would affect travel advisors like you.
Things like why you can't just upload other people's work into AI to who actually owns the content AI creates for you.
I'll share what I've been rethinking about my own courses and content, plus some GPT ideas I'm excited about for helping you get the most out of what you've already got.
I'm not a lawyer, but Paige is, and I've been following her long enough to know that she knows her stuff and then some.
Come think through these topics with me, as we're all figuring this out this new world together.
Questions this episode answers:
Is it legal to upload client itineraries into AI tools or a CRM's AI?Can you copyright a blog post or website that AI wrote?Is it a copyright violation to upload someone else's course or digital product into AI?Should travel advisors use AI to write their contracts?What should you never paste into AI?Do you need an AI clause in your travel agency terms and conditions?Can a client legally run your itinerary through AI and use it themselves?How can travel advisors use AI and GPTs to get more out of the content they already own?
The Legal Paige Reel: https://www.instagram.com/reel/DbqlAc_yw8o/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==
The Legal Paige Templates *affiliate link*: https://thelegalpaige.com?aff=847
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Ep 265 Why Your Travel Agency Social Media Posts Aren't Working (And How to Fix Them)
2026/07/31
Send Rita a text with your thoughts!
Join us at Prep for Wave Week this year: https://strategictravelentrepreneurpodcast.com/prep-for-wave-week/
Join us for the ultimate content and marketing camp in 2027: https://strategictravelentrepreneurpodcast.com/summer-camp-at-sea/
Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776
If your social media posts aren't working, it's probably because every single one is trying to sell.
I learned this the hard way back in my baby travel advisor days, and I saw it happen all over again at a recent workshop where advisors kept turning warm-up posts into sales posts.
So let's talk about why that pushes the right people away, because nobody hands a complete stranger $10,000 to plan their trip, amiright??
I'm walking you through the three jobs your posts should actually be doing, Meet, Connect, and Convert, so you can stop yelling "book with me" into the void and start building the kind of trust that leads to real bookings.
Your feed is a place to build relationships, not a billboard, and once that clicks, everything about your marketing gets easier.
Questions this episode answers:
Why isn't my social media selling as a travel advisor?Should every social media post be a sales post?How often should travel advisors post on social media?What types of social media posts should travel advisors make?How do I build trust with clients on social media?What's the best call to action for a social media post?Why do my salesy social media posts push clients away?How do I sell travel on social media without being sleazy?
Enjoy and take action!
---------------------------------------------------------------
Rita M. Perez (Host) first began in the travel industry as a travel advisor in 2010. She only fully realized her role as a travel entrepreneur in 2018, and embarked on a mission to support her fellow travel advisors in 2021 when she began the Strategic Travel Entrepreneur Podcast. She now strategizes with travel entrepreneurs, so they too can build sustainable travel agencies and market effectively.
She's a maven when it comes to content photography and videography, and as such founded the Cruise Content Library and leads retreats and partners on FAMs where advisors get top notch content and education for their marketing efforts.
Website: https://strategictravelentrepreneurpodcast.com/everything/
Socials:
LI: https://www.linkedin.com/in/ritaperez19/
IG: http://www.instagram.com/steeryourmarketing
FB: https://www.facebook.com/groups/strategictravelentrepreneurs/
Email:
[email protected]
Podcast reviews
Read Strategic Travel Entrepreneur: Business Tips for Travel Agents/Advisors, Travel Agency Owners, and Travel Business Owners podcast reviews
DianaBeck 2026/09/26
Great podcast for advisors who want to grow their business!
Rita covers a wide-variety of topics that are so helpful in learning this business and is easy to listen to because of her fun personality. Highly rec...
Ali Raymer 2025/08/25
Your Business Brain Lunch Break
I look forward to every episode of Strategic Travel Entrepreneur—Rita makes biweekly feel like a smart coffee chat with a business-savvy friend who’s ...
Jartravelofficial 2025/04/24
One of a kind!
I discovered Rita’s podcast back in April 2024 when I was just under three months into the travel business and it has been a game-changer! Her wisdom ...
Lindsay Dollinger 2025/04/21
Great show for TAs
Absolutely love Rita’s realness and her sharing everything she knows with us. She has so many great connections and her cruise content library is awes...
GingerArroz 2025/04/20
My go-to Travel Advisor entrepreneur podcast
Rita is incredibly relatable and reasonable while also providing great insight and accountability. Her episodes are full of plenty of ideas, strategie...
Sarra Phelps 2025/04/10
Lead generation podcast review
I absolutely loved your podcast series, the four episodes on getting leads. However, I think you missed a huge niche in my opinion Disney. Would you b...
Jeshjwghgjwd 2024/03/02
Thank you Rita!
Im a new VA for travel businesses and your podcast has helped me TREMENDOUSLY. Thank you so much. I love your podcast! Seriously so valuable 😁
JennyB Designs 2024/01/05
Such helpful info!
I really enjoy listening to Rita’s podcast. While I’m not in the travel industry it’s so easy to apply her business and marketing tips to my small biz...
luxewwtravel 2022/08/02
Relatable Host. Game Changing Content.
After binging several episodes, I’m reminded of what I’ve been missing in my biz…strategy. The content here is game changing and Rita is such a relata...
KristiMitchell 2021/04/28
Passionate and Strategic
Rita has such a dynamic personality and is so passionate about her industry - this all shines through in her podcast. She welcomes guests who have str...
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