****** Transcript + Show Notes: https://har.news/vol28

Starting a business is not easy. Starting a successful business is even harder. Judi Lombardi has done both the past 9 months with her newly opened travel agency, Memories on the Move Travel.

A seasoned traveler with a passion for planning, she finally made the leap a decade after she first started exploring the idea of starting a travel agency. In 2023, she took the plunge! You’ll hear what gave her the push she needed to make that leap, why she chose to take HAR’s Accelerator course versus doing it on her own, and how she had a lightbulb moment about being an entrepreneur while watching Host Week EduSpots.

Opening in June of 2023, Memories on the Move is on track to replace Judi’s previous salary by June of 2024. While Judi has shied away from doing any formal advertising, her agency is a great case study in the power of referrals, hand written notes, and client testimonials. Oh, and did we mention she has a 100% testimonial return rate from her clients? She’ll share her secret sauce for that too!

When it comes to fees, this Massachusetts based advisor came up with a creative workaround that her clients loved, gave her a little more time to figure out her fee structure, AND helped paved the way for charging fees when she was ready. It’s a must listen for any new advisor or veteran advisors getting ready to start implementing fees.

And for any entrepreneur that feels overwhelmed with ideas to implement and has trouble staying on task, this former speech therapist has a solution for that too. It’s called her tickler file and every advisor should have one.

Whether you’re new or experienced, there’s a little something for everyone in this episode! We’ve got inspiration. We’ve got effective organic marketing tips that don’t take a lot of time but have a lot of impact. We’ve got advice for newbies, from a successful newbie, Won’t you join us?