Why Structure Gives Advisors More Freedom with Lauren Smith
Episode 4

Why Structure Gives Advisors More Freedom with Lauren Smith

Grace and Abby sit down with Lauren Smith, founder and CEO of Modern Travel, a Canadian host agency that has reported 433% year over year growth, to t...


Transcript

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Episode Overview

Grace and Abby sit down with Lauren Smith, founder and CEO of Modern Travel, a Canadian host agency that has reported 433% year over year growth, to talk about why clear processes give advisors more freedom, not less.

Lauren shares how she runs onboarding and her whole agency out of Slack, and why she thinks a host owes its advisors much more than a login.

Topics: TernThe Intern podcasthost agenciesModern Traveladvisor onboardingagency operations