by Heather Hoesch Olsen
The Planner Life Podcast, your go-to destination for all things wedding planning and business mastery. Hosted by Heather Hoesch Olsen, a highly experienced wedding planner, industry educator, and your professional friend in the world of weddings. Join Heather every week as she shares her wealth of knowledge and experience gained from over two decades in the wedding industry. With a passion for crafting unforgettable moments and a keen eye for detail, Heather's journey has taken her through every facet of wedding planning imaginable. From intimate gatherings to lavish affairs, from budget-conscious ceremonies to extravagant celebrations, Heather has seen it all. But her expertise extends far beyond just executing flawless events. Heather is on a mission to empower and inspire planners like you to reach new heights in your business. Through candid conversations, expert interviews, and actionable insights, the Planner Life Podcast is your compass for navigating the ever-evolving landscape of the wedding industry. Whether you're a seasoned pro or just starting out, tune in each week to learn, grow, and be inspired. Heather's unique blend of creativity, wisdom, and practical advice will leave you feeling confident and equipped to tackle any challenge that comes your way. So, if you're ready to elevate your skills, build a thriving business, and join a supportive community of like-minded professionals, then the Planner Life Podcast is your must-listen resource. Welcome to the Planner Life! Questions, comments or want to connect with Heather: Email: [email protected] IG: @plannerlifeacademy @plannerlifepodcast Website: plannerlifeacademy.com
Language
🇺🇲
Publishing Since
6/3/2020
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March 19, 2025
<p>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. </p> <p dir="ltr">So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries.</p> <p dir="ltr">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. </p> <p dir="ltr">In this Episode: </p> <ul class="css-h4c1sf"> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Streamlining the inquiry process is essential for planners.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">The green flag and red flag system helps evaluate client fit.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Not every inquiry should lead to a booking.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Reflect on past clients to identify ideal fits.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Create a personalized flag system for better decision-making.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Consider emotional and statistical factors in evaluations.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Yellow flags indicate flexible considerations in client fit.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Improving the sales process enhances quality of life.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Tweak the flag system as your business evolves.</span></li> <li><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Different service levels require tailored flag systems.</span></li> </ul> <p> </p> <p><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">Ready to book more clients? Get my <a href= "https://www.plannerlifeacademy.com/planner-life-academy-shop/p/sales-call-sheet-template-for-coordination"> Sales Call Template</a> available now. </span><span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil e1de0imv0">OR want to get the ful <a href= "https://www.plannerlifeacademy.com/planner-life-academy-shop/p/mastering-management-template-bundle"> Mastering Management Template Bundle</a>? Use code PODCAST for $20 off the bundle. </span></p> <p>Happy Planning!</p> <p>xo, Heather</p>
March 12, 2025
<p dir="ltr">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. </p> <p dir="ltr">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! </p> <p dir="ltr">In this episode: </p> <ul> <li dir="ltr" role="presentation">Budget conversations are inherently challenging and require clear communication.</li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">It's essential to set realistic budget expectations with clients from the start.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Coordination should be the foundational step for anyone entering the wedding planning industry.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Feedback from clients and vendors is crucial for building confidence in your work.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Identifying green flags in clients can lead to more successful collaborations. </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Team dynamics are crucial in event planning.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Hiring should focus on trust and brand representation.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Experience in various styles enhances planning skills.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Building relationships is key to business success.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Clear communication sets expectations with clients.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Balancing motherhood and work requires strong boundaries.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Support networks are essential for entrepreneurs.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Logistics should take precedence over aesthetics.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Patience is vital for long-term success in planning.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Establishing clear office hours helps manage client expectations. </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Establishing clear protocols helps manage expectations.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Building relationships with vendors is crucial for business growth.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Coordination services can be a distinct brand offering.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The wedding planning industry is evolving with new roles.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Pricing strategies should reflect the value of services offered.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Upselling can create additional revenue streams.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Finding your niche allows for mastery in your field.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">You can successfully offer both coordination and planning services.</p> </li> </ul> <p><strong><br /> <br /></strong></p> <p dir="ltr">Happy Planning!</p> <p dir="ltr">Xo, Heather</p> <p> </p>
February 26, 2025
<p>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.</p> <p>So let's talk about confidence. Let's talk about the steps we know can improve confidence. </p> <p>In this episode: </p> <ul> <li> <p dir="ltr">Focus on your strengths. </p> </li> <li> <p dir="ltr">Set achievable goals.</p> </li> <li> <p dir="ltr">Practicing positive self talk.</p> </li> <li> <p dir="ltr">Celebrate your accomplishments.</p> </li> <li> <p dir="ltr">Step outside your comfort zone.</p> </li> <li> <p dir="ltr">Take care of your mind and body.</p> </li> <li> <p dir="ltr">Avoid comparison to others.</p> <strong id= "docs-internal-guid-c031dc83-7fff-a3fc-0e95-c59f229c4e69"></strong></li> <li> <p dir="ltr">Confidence in who you are as a person.</p> </li> <li> <p dir="ltr">Confidence in who you are as a planner. </p> </li> <li>Confidence in what you bring to the table. </li> </ul> <p>I hope this helps you boost your confidence!</p> <p>Happy Planning! Ready to learn more?! Visit plannerlifeacademy.com.</p>
Nick Viall
Dear Media, Amanda Hirsch
Audioboom Studios
Lauryn Bosstick & Michael Bosstick / Dear Media
Jasmine Star
Amy Porterfield
audiochuck
Megan Gillikin
Brandee Gaar
Las Vegas Wedding Planner Andrea Eppolito, ANDREA EPPOLITO
Jason Bateman, Sean Hayes, Will Arnett
Halima Hanemann
The New York Times
Sam Jacobson with Ideaction
NPR
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