The Travel Agent Guide

Byrd Bergeron and Haley DeCarlo
  • 5.0 (15)
  • Marketing
  • Updated Daily

The Travel Agent Guide is a podcast created for travel advisors at every stage of their journey. Each episode shares practical tips, real-world experiences, and honest conversations about building a successful travel advisor business—from client boundaries and workflows to marketing, growth, and sustainability. Whether you’re new to the industry or looking to refine how you work, this podcast is here to help you work smarter, feel more confident, and grow with intention.

  1. 3d ago

    How Better Consultations Lead to More Bookings

    How Better Consultations Lead to More Bookings  Why are potential clients ghosting you, booking direct, or choosing another travel advisor? The answer might not be your pricing, it could be your consultation process. In this episode of The Travel Agent Guide Podcast, Byrd and Haley break down the strategies that help travel advisors build trust, ask better questions, create urgency without pressure, handle objections, and confidently guide clients toward booking. They also share practical follow-up techniques that can significantly improve your close rate and help you turn more leads into loyal clients. Whether you're a new travel advisor or looking to refine your sales process, this episode is packed with actionable tips you can start using immediately. ⏱️ Timestamps 00:00 Introduction 00:58 Why Travel Advisors Lose Sales 03:06 Building Trust First 04:45 Asking Better Questions That Matter 10:45 Creating a Sales Process That Converts 13:41 Presenting Like a Professional 21:39 Creating Urgency Without Pressure 30:23 Handling Common Client Objections 38:43 Asking for the Booking with Confidence 41:39 Why Follow-Up Wins More Sales 54:38 Travel Agent Guide Live Event 56:03 Final Takeaways 👍 Enjoyed this episode? Be sure to Like, Subscribe, and turn on notifications so you never miss a new episode. Watch it on YouTube: https://youtu.be/h3OPqlasokg?si=7BaCK1HKQfQGH6gE  Listen on Apple Podcast: https://podcasts.apple.com/us/podcast/the-travel-agent-guide/id1867119101  Listen on Spotify:  https://open.spotify.com/episode/4q7pdIn4YZvohSopBi2OG2?si=JWpRPlZeTsyQBjSbZkz_YA  Follow us on Instagram: https://www.instagram.com/thetravelagentguide_/  Follow us on Facebook: https://www.facebook.com/profile.php?id=61586375433609  💬 Question: What's the biggest challenge you face during client consultations? Let us know in the comments! #TravelAgentGuide #TravelAdvisor #TravelSales #TravelBusiness #SalesTraining #ClientConsultation #BusinessGrowth #TravelAdvisorLife #TravelIndustry #TravelPodcast

  2. Jul 22

    The Conversation That Could Save Your Clients Thousands

    In this episode of The Travel Agent Guide Podcast, Byrd and Haley dive into one of the most important conversations every travel advisor should have with their clients, travel insurance. Many travelers see travel insurance as an optional expense, but knowing how to confidently educate clients about coverage, respond to objections, and build insurance into your booking process can protect your clients from unexpected financial losses while protecting your business as well. Join us as we share practical strategies, real client stories, and proven techniques for presenting travel insurance with confidence, without feeling pushy or salesy. 00:00 Why travel insurance should never be optional 00:52 Why "I don't need travel insurance" should concern every advisor 01:43 Building travel insurance into your client workflow 03:04 Protecting yourself legally with insurance acceptance and declination forms 04:31 What travel insurance doesn't always cover 06:53 Why advisors should never answer policy-specific questions 08:51 Following up after clients initially decline insurance 10:24 Why documenting every insurance decision matters 12:39 Introducing travel insurance during the consultation process 13:45 Handling the "We're young and healthy" objection 15:17 Explaining trip interruption and travel delay coverage 15:47 Why medical emergencies abroad can become extremely expensive 17:16 Lost baggage claims and real-life travel insurance success stories 18:37 Using assistants and automation to quote travel insurance 19:19 Protecting your cancellation fees with insurance 20:45 Commission protection for travel advisors 21:29 Understanding the policies you sell 23:06 Staying up to date with changing insurance policies 23:32 Valuable policy add-ons clients appreciate 24:19 Third-party insurance vs. supplier insurance 26:33 Why comprehensive coverage matters more than the cheapest option 28:19 Final takeaways for confidently selling travel insurance 32:15 Travel Agent Guide Summit announcement Whether you're a new travel advisor or a seasoned professional, this episode will help you confidently educate clients, reduce liability, and make travel insurance a natural part of every booking. Travel insurance isn't just another product—it's one of the best ways to protect your clients, build trust, and demonstrate your expertise. 🎧 Subscribe for more practical strategies, honest conversations, and actionable advice to help you build a stronger travel business. Spotify: ⁠⁠⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc? si=83825c685a1a4023 Apple Podcast: https://podcasts.apple.com/ph/podcast/the-travel-agent-guide/id1867119101 Instagram: ⁠⁠⁠https://www.instagram.com/thetravelagentguide_/ Facebook Page: ⁠⁠⁠https://www.facebook.com/profile.php?id=61586375433609 Have questions or want to share your own experiences discussing travel insurance with clients? Join our Facebook community, The Travel Agent Guide, where travel advisors connect, learn, and grow together. #TheTravelAgentGuide #TravelAgentGuidePodcast #TravelInsurance #TravelAdvisor #TravelAgent #TravelBusiness #TravelIndustry #TravelProfessional #TravelTips #TravelSales #ClientEducation #TravelPlanning #BusinessGrowth #InsuranceEducation #TravelAdvisorLife

  3. Jul 15

    Mastering the Budget Conversation That Changes Everything

    In this episode of The Travel Agent Guide Podcast, we tackle one of the most important conversations every travel advisor will have with their clients—budget. Discussing money can feel uncomfortable, but understanding your client's priorities, setting realistic expectations, and recommending the right experience is what separates a booking agent from a trusted travel advisor. Join us as we discuss practical strategies for navigating budget conversations with confidence, building trust, and helping clients get the most value from their investment without making assumptions. 00:00:00 - Welcome to The Travel Agent Guide 00:00:44 - Why Budget Conversations Matter 00:02:04 - How to Start the Budget Conversation 00:02:43 - Understanding Why Your Client Is Traveling 00:03:23 - Why Budget Doesn't Belong on Your Inquiry Form 00:04:03 - Understand the Trip Before Discussing Budget 00:05:25 - The Italy Budget Reality Check 00:06:34 - Build Trust Before Talking About Money 00:07:07 - What Removing the Budget Field Taught Us 00:08:30 - How to Answer "How Much Does It Cost?" 00:09:27 - Setting Realistic Budget Expectations 00:10:14 - Getting Clients to Share Their Budget First 00:12:01 - When Clients Say, "You're the Expert" 00:12:59 - Breaking Down Trip Costs 00:13:52 - Helping Clients Find a Realistic Budget 00:15:03 - What to Do When Clients Say, "I Don't Have a Budget" 00:16:47 - Using Humor to Make Budget Conversations Easier 00:18:30 - How to Decline Unrealistic Budgets Professionally 00:19:36 - Why Specializing Makes You a Better Advisor 00:22:01 - Stretching a Client's Budget 00:22:46 - Finding Your Client's "Scare Point" 00:23:32 - Upselling by Creating More Value 00:25:05 - Respecting Your Client's Budget 00:27:39 - Lessons Learned from Difficult Budget Conversations 00:29:57 - Setting Expectations Beyond the Trip Price 00:30:43 - Learning from Client Feedback 00:31:59 - Final Budget Tips Every Travel Advisor Should Know 00:33:18 - Travel Advisor Coaching with Haley 00:33:59 - Closing Remarks Whether you're a new travel advisor or an experienced professional, this episode provides practical guidance on confidently navigating budget conversations, educating your clients, and delivering recommendations that truly serve their needs. Budget conversations don't have to feel uncomfortable—they're an opportunity to build trust, demonstrate your expertise, and create unforgettable travel experiences that keep clients coming back year after year. Follow us on social media to stay updated: 📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠ ⁠⁠Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠ Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠ Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠ Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠ If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠ TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

  4. Jul 8

    Why Actually Traveling Is a Game Changer for Your Business

    In this episode of The Travel Agent Guide Podcast, we tackle a fundamental truth about running a successful travel business, the undeniable power of firsthand experience. You can read every brochure and attend every webinar, but nothing transforms your authority like getting out from behind your laptop and seeing the world. 00:00:00 - Why travel matters as a travel advisor 00:01:24 - Travel where your clients want to go 00:02:29 - Creating "wow" moments that generate inquiries 00:03:33 - Christmas Markets: Ireland vs. Munich experience 00:06:07 - How to choose the right FAM trip strategically 00:08:18 - Why traveling less can grow your business more 00:08:58 - Haley's annual travel strategy 00:11:05 - Taking top advisors to Machu Picchu 00:12:14 - Understanding the true cost of FAM trips 00:13:01 - Turning travel experiences into sales 00:14:12 - Using your trips in email marketing and client communication 00:15:14 - You don't have to travel somewhere to sell it 00:16:08 - Confidence through research vs. personal experience 00:17:35 - The biggest value of traveling as an advisor 00:19:42 - What FAM trips are really like 00:20:59 - Supplier relationships and why they matter 00:24:07 - FAM Trip Do's & Don'ts 00:25:09 - Don't spend your FAM trip working 00:27:19 - Maintain professionalism and represent suppliers well 00:28:05 - Always come prepared with thoughtful questions 00:29:19 - Take notes, photos, and videos for future marketing 00:30:14 - Create social media content while you're in destination 00:31:24 - Track expenses and understand tax deductions 00:32:56 - Final advice: Book a FAM for 2027 00:33:09 - Choose trips your clients actually want to buy 00:34:33 - Balancing strategy with passion 00:35:35 - Travel Agent Guide Live Workshop announcement 00:36:25 - Closing remarks Follow us on social media to stay updated: 📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠ ⁠⁠Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠ Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠ Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠ Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠ If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠ TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

  5. Jul 3

    Responding to Negative Feedback: Doing the Right Thing

    In this episode of The Travel Agent Guide Podcast, we tackle one of the most challenging parts of running a travel business—responding to negative feedback. Every travel advisor will eventually receive a complaint or less-than-perfect review, but how you respond can either strengthen your reputation or damage it. Join us as we discuss practical strategies for handling difficult client situations with professionalism, empathy, and integrity while staying true to your business values. 00:00:00 - Introduction to the Proven Sales Process 00:00:54 - Building a Repeatable Sales System 00:02:48 - Step 1: The Client Consultation 00:04:01 - Mapping the Client Journey 00:06:36 - Why Video Consultations Matter 00:09:48 - Handling Zoom Objections 00:11:51 - Preparing Before the Consultation 00:13:23 - Researching Your Client 00:14:47 - Qualifying the Right Clients 00:16:05 - Asking the Right Questions 00:18:32 - Ending the Consultation Effectively 00:19:04 - Discussing Budget & Deposit Timing 00:22:24 - Scheduling the Proposal Call 00:23:15 - Fees, Forms & Next Steps 00:25:39 - Step 2: Research & Design 00:25:51 - Step 3: The Proposal Presentation 00:28:53 - Getting Every Decision-Maker Involved 00:31:18 - Presenting the Itinerary as a Story 00:35:45 - Personalizing the Client Experience 00:38:04 - Closing the Sale with Confidence 00:40:42 - Creating Urgency Without Pressure 00:45:24 - Handling Client Hesitation 00:47:27 - What Happens After Booking 00:48:38 - Final Thoughts Follow us on social media to stay updated:  📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠ ⁠⁠Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠  Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠ Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠  Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠  If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠  TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

  6. Jun 24

    Stop Winging It: The Proven Sales Process That Turns Travel Hustle into Predictable Revenue

    In this episode, Byrd and Haley dive into one of Byrd's favorite topics: the sales process, specifically tailored for travel advisors. With six years of experience running my travel agency and generating over $20 million in travel sales this year, Byrd developed a proven sales process that I believe can significantly enhance success in the industry. They kick off the discussion by addressing a common pitfall in travel sales: the tendency to rely on impersonal methods like emailing or texting quotes to clients, hoping for a response. I emphasize the importance of having a structured sales process that goes beyond the "spray and pray" approach. Our target audience consists of luxury travelers looking to invest in bucket-list experiences, often spending $10,000 or more on their trips. Haley, the co-host, joins to outline the sales process, which begins with a consultation. They discuss the significance of this initial meeting, where we aim to build a personal connection with clients through video calls, preferably on Zoom. We highlight the importance of non-verbal communication and how it can enhance the relationship-building aspect of the consultation. As they delve deeper, we outline the steps of our sales process: starting with the consultation, moving into a research and design phase, and culminating in a live proposal presentation. They stress the importance of setting clear expectations for clients throughout the process, including what they can expect after closing the deal. Time Stamps: 00:00:00 - Introduction to the Sales Process 00:01:07 - Targeting Luxury Travelers 00:02:10 - The Importance of Consultations 00:03:14 - Overview of the Sales Process 00:05:49 - The Value of Video Consultations 00:10:13 - Identifying the Right Clients00:12:05 - Preparing for the Consultation 00:14:17 - Building Connections During the Call 00:16:55 - Exploring Previous Travel Agent Experiences 00:23:45 - Explaining Fees and Next Steps 00:25:12 - Research and Design Phase 00:25:23 - The Proposal Call: Telling a Story Follow us on social media to stay updated:  📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠⁠⁠ Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠ Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠ Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠ If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠ TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

  7. Jun 17

    The Clients We Outgrow — And Why That’s a Good Thing

    As travel advisors grow and specialize, not every client will continue to be the right fit—and that's okay. Join Byrd and Haley for a candid conversation about recognizing when a client no longer aligns with your business goals, expertise, or ideal customer profile. They discuss how specialization can transform your business, why setting boundaries matters, and how confidently saying "no" can create space for the right opportunities. Haley and Byrd share experiences navigating client relationships, evolving our travel niches, and knowing when to refer clients elsewhere. We also explore the emotional energy that different client relationships require and why understanding your value is essential to long-term success. Whether you're refining your niche, raising your fees, or simply looking to work with clients who better align with your expertise, this episode will help you build a more sustainable and fulfilling travel business. 🎯 Challenge for the Week: Identify one client or opportunity that doesn't align with your goals and practice confidently saying "no." Connect with them and learn more at the Travel Agent Guide community. Time Stamps: 00:00:00 - Recognizing Client Evolution 00:02:14 - Starting Out as a Travel Agent 00:10:50 - Breaking Up with Clients 00:25:06 - Emotional Labor in Client Relationships00:29:39 - Setting Boundaries 00:32:32 - The Importance of Trust00:34:02 - Challenge to Say No Follow us on social media to stay updated:  📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠⁠⁠ Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠ Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠ Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠ If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠ TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

  8. Jun 10

    The Hidden Profit Travel Agents Keep Missing (It’s Not What You Think)

    In this episode of the Travel Agent Guide, Byrd and Haley dive deep into a topic that often sparks debate among travel agents: the importance of booking flights. I kick off the conversation by sharing a personal success story, highlighting how I made $800 in just 15 seconds by booking a flight. This sets the stage for their discussion on why many travel advisors shy away from flight bookings and how they can overcome their fears to tap into a lucrative revenue stream. They explore the common misconceptions surrounding flight bookings, particularly the belief that they are too complicated or risky. Byrd and co-host, Haley, share the journey as a travel agent, emphasizing that it has always included flights in her services. They discuss the importance of providing comprehensive service to clients, arguing that avoiding flights can undermine the value of the travel agent's role in the industry. Join them for this insightful discussion that aims to empower travel agents to confidently include flights in their service offerings and ultimately enhance their business success.  Time Stamps: 00:02:00 - Haley's Experience with Flights 00:03:36 - Service Expectations in the Travel Industry 00:04:55 - Booking Packages vs. Flights 00:05:13 - Common Fears About Booking Flights 00:06:44 - Mistakes and How to Handle Them 00:30:15 - Deciding When to Use Different Booking Methods 00:31:12 - Strategies for Handling In-Destination Issues 00:32:30 - Managing Flight Changes and Notifications 00:34:34 - Final Tips for Flight Bookings 00:36:57 - Importance of Client Communication 00:39:08 - Comprehensive Itinerary Preparation Follow us on social media to stay updated:  📲 YouTube:⁠⁠⁠ ⁠https://bit.ly/4c6QyGn⁠⁠⁠⁠ Spotify:⁠⁠⁠ ⁠https://open.spotify.com/show/5K53T5NZLJquHPqp7n9cqc⁠⁠⁠⁠ Apple Podcast:⁠⁠⁠ ⁠https://bit.ly/4dEqnYT⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram:⁠⁠⁠ ⁠https://bit.ly/3OgmpeE⁠⁠⁠⁠ Facebook Page:⁠⁠⁠ ⁠https://www.facebook.com/profile.php?id=61586375433609⁠ If you’re looking for more support, community, and a place to ask questions, make sure to join our Facebook group, Travel Agent Guide. It’s a space filled with advisors at all levels sharing advice, wins, struggles, resources, and real conversations about growing in this industry. You do not have to figure this business out alone. ⁠https://www.facebook.com/share/g/1FRSvV6oru/⁠ TravelAgent #TravelAdvisor #FlightBookings #TravelBusiness #TravelAgentLife #TravelTips #BookingTips #TravelRevenue #TravelSales #ClientService #TravelMarketing #AgencyGrowth #TravelAgentsOfInstagram #TravelPros #TravelIndustry

See All (30)

5
out of 5
15 Ratings

About

The Travel Agent Guide is a podcast created for travel advisors at every stage of their journey. Each episode shares practical tips, real-world experiences, and honest conversations about building a successful travel advisor business—from client boundaries and workflows to marketing, growth, and sustainability. Whether you’re new to the industry or looking to refine how you work, this podcast is here to help you work smarter, feel more confident, and grow with intention.

Information

  • Creator
    Byrd Bergeron and Haley DeCarlo
  • Years Active
    2026
  • Episodes
    30
  • Rating
    Explicit
  • Copyright
    © 2026 The Travel Agent Guide
  • Show Website
    The Travel Agent Guide

You Might Also Like