In this episode, Kathy Romero discusses the importance of building trust through the budget conversation during the event planning process. She emphasizes the need for planners to be prepared and armed with information when discussing numbers with clients. Kathy shares her strategies for pricing line items properly and breaking down the numbers with confidence. She also highlights the significance of providing clear and concise quotes that break down every single point discussed with clients. Kathy advises planners to be transparent and consistent about their numbers and fees, and to provide clients with comparable alternatives when necessary.

Takeaways

• Be prepared and armed with information when discussing numbers with clients
• Price line items properly and break down the numbers with confidence
• Provide clear and concise quotes that break down every single point discussed with clients
• Be transparent and consistent about your numbers and fees
• Tackle the money conversation head on with confidence
• Provide clients with comparable alternatives when necessary
  

Every episode I record is dedicated to event planners, producers, and the industry alike, who work tirelessly to elevate their craft and who believe that the work that they do brings joy to others as they walk in their purpose.

This Episode is Sponsored by KR | The Planner Collective. I you want to find out more about these workshops visit KR The Planner Collective

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event planning, budget conversation, building trust, pricing line items, clear quotes, transparent fees, comparable alternatives

In this episode, Kathy Romero discusses the importance of incorporating wellness into your business to prevent burnout. She emphasizes the need to prioritize what truly matters and to constantly improve oneself. Kathy shares her insights on the six main areas that contribute to business health: basics, brand, sales, pricing, process, and wellness. She also explores the eight dimensions of wellness: intellectual, emotional, financial, physical, occupational, social, environmental, and spiritual. Kathy encourages listeners to focus on success markers such as discipline, beliefs, and energy.

Takeaways:

• Incorporating wellness into your business is essential to avoid burnout
• Prioritize what truly matters most
• Business Health can be assessed through the basics: brand, sales, pricing, process, and wellness
• Focus on the eight dimensions of the wellness wheel
• We need to redefine the success markers that can work for us