The Retreat Leaders Podcast

Welcome to The Retreat Leaders Podcast, a top 2% global podcast for retreat leaders, venue owners, and entrepreneurs building powerful retreat businesses. Hosted by Shannon Jamail of Retreat Ranch, this show shares real conversations, expert strategy, and behind-the-scenes insights from leaders in the retreat industry. From marketing and pricing to guest experience, operations, and avoiding expensive mistakes, you’ll learn what it really takes to host retreats that are both transformational and profitable. Whether you're planning your first retreat or scaling an established retreat business, this podcast will help you lead with confidence and grow with intention. Learn more at https://theretreatleadersplaybook.com/

EP 261 The Truth About Confidence: Why Some Retreat Leaders Struggle to Fill Their Events with Nathan Jamail 03/12/2026

EP 261 The Truth About Confidence: Why Some Retreat Leaders Struggle to Fill Their Events with Nathan Jamail Confidence isn’t just mindset crap. It affects your pricing, your messaging, your sales conversations and your boundaries. And ultimately - whether your retreat fills or flops. In this episode, Shannon is joined by leadership expert, sales strategist, and bestselling author Nathan Jamail (she is biased, but he is pretty damn amazing) to unpack the real reason many retreat leaders struggle to sell out their events: lack of business confidence. They discuss: Imposter syndrome in the retreat industry Underpricing rooted in insecurity Overexplaining instead of leading What confident messaging actually sounds like How to build real, earned business confidence They also share that this episode was recorded in their new studio space in Austin - and you can now watch the full conversation on YouTube. If you’ve ever doubted yourself while launching a retreat, this episode will challenge and strengthen you. What You’ll Learn Why confidence directly impacts conversions The hidden cost of underpricing How retreat leaders accidentally repel buyers The difference between loud marketing and confident leadership The discipline required to build real business confidence Key Takeaways Imposter syndrome doesn’t disappear - it’s managed through action. Underpricing signals insecurity to your audience. Overexplaining weakens authority. Confident leaders make clear decisions and stand by them. Confidence is built through preparation, skill, and repetition - not affirmations alone. Watch on YouTube This episode was recorded in our new studio space in Austin - go watch the full conversation on YouTube. Learn more about Nathan Jamail: Join Nathan and Shannon at the Forum: Subscribe here: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------ TIMESTAMPS Podcast Introduction and Studio Setup (00:00:02) Shannon introduces the podcast, new studio setup, and her guest, Nathan, her husband. The Importance of Confidence for Retreat Leaders (00:02:09) Shannon highlights Nathan’s confidence and introduces confidence as a key topic for retreat leaders. Confidence vs. Arrogance and Childhood Story (00:03:22) Nathan shares a story about their daughter and explains the difference between confidence and arrogance. Imposter Syndrome and Taking Action Afraid (00:05:33) Discussion about imposter syndrome, acting confident, and the importance of taking action despite fear. How Confidence Impacts Marketing and Messaging (00:06:31) Shannon explains how confidence (or lack thereof) affects marketing, pricing, and messaging for retreat leaders. Belief in Yourself and Authenticity (00:07:01) Nathan and Shannon discuss the need to believe in yourself first and the role of authenticity in confidence. Stage Fright and “Doing It Anyway” (00:09:18) Nathan admits to still feeling nervous before speaking, and Shannon encourages action despite nerves. Personal Example: London Workshop Doubts (00:10:14) Shannon shares her experience with self-doubt before hosting an international workshop and how she overcame it. Hospitality, Impact, and the Human Touch (00:11:55) Nathan discusses the difference between service and hospitality, and the unique impact of human connection. AI, Connection, and the Future of Retreats (00:12:52) They discuss how AI can’t replace human connection, making retreats more valuable in the digital age. Example: AI Dating at Bars and the Need for Real Connection (00:16:07) Shannon and Nathan talk about people dating AI at bars, emphasizing the growing need for real-life connection. Projecting Confidence and Sales Conversations (00:17:13) They discuss how lack of confidence is projected in sales and the importance of confidently presenting value. Vulnerability, Mistakes, and Being Confidently Wrong (00:18:18) Nathan explains that vulnerability increases confidence and that it’s okay to be wrong—just be confidently wrong. Learning from Mistakes and Seeking Knowledge (00:19:42) Shannon and Nathan discuss learning from mistakes, attending events, and the value of learning from others. The Power of Learning, Confidence, and Motivation (00:23:44) Nathan shares a formula: learning increases confidence, which boosts motivation, using events and yoga as examples. Closing and Call to Action (00:25:01) Shannon wraps up, encourages listeners to attend events, and thanks Nathan for joining the episode. /episode/index/show/happyhourpodcast/id/40372050

A Special Edition: Announcing WeTravel as a Sponsor of the Retreat Industry Forum + Why Their Platform Is Built for Retreat Leaders 03/10/2026

A Special Edition: Announcing WeTravel as a Sponsor of the Retreat Industry Forum + Why Their Platform Is Built for Retreat Leaders Running a retreat business requires more than just creating transformational experiences. Behind every successful retreat is a system that manages payments, bookings, logistics, guest communication, and operations. In this special episode of The Retreat Leaders Podcast, Shannon Jamail is joined by Erin and Alison, co-hosts of the Retreat Industry Forum, along with Mariana from WeTravel, to officially announce WeTravel as a sponsor of the upcoming forum. During the conversation, Mariana from WeTravel shares how their platform was specifically designed to support retreat leaders, tour operators, and experience-based businesses by simplifying the operational side of running retreats. From building professional booking pages and collecting payments to managing logistics and participant information, WeTravel helps retreat leaders streamline their systems so they can focus on what they do best - delivering incredible experiences. Shannon, Erin, and Alison also discuss why operational tools like WeTravel are essential for retreat leaders who want to move beyond spreadsheets and manual systems and build retreats that are both transformational and professionally run. If you host retreats or are planning to start, this episode will give you a behind-the-scenes look at one of the most widely used platforms in the retreat industry. What You’ll Learn in This Episode • Why WeTravel has become a leading platform for retreat leaders and tour operators • How retreat leaders can simplify payments, logistics, and guest management • The benefits of using professional booking and payment systems • Why operational systems are critical for scaling a retreat business • How WeTravel supports retreat leaders globally Key Takeaways Running retreats is both an experience business and an operations business. Successful retreat leaders need systems that support: payment collection booking management guest communication logistics and documentation Platforms like WeTravel help retreat leaders streamline these processes, create professional booking pages, and manage their retreats with greater efficiency and clarity. About the Retreat Industry Forum The Retreat Industry Forum is a gathering for retreat leaders, venue owners, and retreat industry professionals focused on elevating the business side of retreats. Hosted by Shannon, Erin, and Alison along with other industry experts, the forum brings together experienced retreat leaders who want to grow profitable and sustainable retreat businesses. Learn more about the upcoming forum at: About WeTravel WeTravel is a booking and payment platform designed for multi-day and group travel businesses, including retreats, tours, and experiential programs. The platform allows retreat leaders to: create professional booking pages collect payments and deposits offer payment plans manage participant information track retreat logistics WeTravel helps retreat leaders streamline operations so they can focus on delivering exceptional retreat experiences. Learn more at: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | _______ TIMESTAMPS Panel Introduction & Special Announcement (00:01:09) Shannon introduces Allison, Aaron, and Mariana; Erin announces WeTravel as a main sponsor for the Retreat Industry Forum. WeTravel Origins & Mission (00:02:29) Mariana shares WeTravel’s founding story, its purpose, and how it was created to solve retreat admin challenges. Why WeTravel Benefits Retreat Leaders (00:04:00) Discussion on how WeTravel is uniquely designed for retreat leaders, covering all aspects from sales to logistics. Comprehensive Features of WeTravel (00:05:10) Panelists highlight WeTravel’s all-in-one capabilities, including bookings, payments, waivers, and logistics. Challenges of Piecemeal Retreat Management (00:06:23) Shannon discusses common issues with using multiple tools and the legal risks of not having an integrated system. Peace of Mind for Retreat Leaders (00:07:32) Panelists discuss how WeTravel provides security and organization for retreat leaders, ensuring nothing falls through the cracks. Why Partner with the Retreat Industry Forum? (00:08:11) Mariana explains why WeTravel chose to sponsor the forum and their commitment to supporting the retreat industry. Alignment of Missions: Elevating the Industry (00:09:40) Discussion on the shared mission to professionalize and elevate standards in the retreat industry. WeTravel Beyond Wellness (00:10:43) Clarification that WeTravel serves all types of retreats, not just wellness-focused ones. Defining WeTravel as an Operating System (00:11:43) Mariana and Shannon agree on calling WeTravel an “operating system” for retreat management. Retreats Across All Industries (00:12:06) Panelists discuss how retreats can be valuable in any industry, not just wellness. Sales Strategy & Authentic Outreach (00:13:15) Aaron and Allison share their positive experiences with WeTravel’s genuine outbound sales approach. Professionalism & Trust in Retreats (00:14:57) Mariana discusses how using a professional system like WeTravel builds trust and credibility for retreat businesses. WeTravel’s Broad Clientele (00:16:41) Mariana emphasizes WeTravel’s wide range of clients and retreat types, not limited to wellness. Forum Attendance & Final Thoughts (00:18:48) Mariana confirms she’ll attend the forum; panelists express excitement and encourage listeners to join. Podcast Outro (00:20:00) Closing voiceover thanks listeners, encourages subscriptions, and promotes free resources. /episode/index/show/happyhourpodcast/id/40371310

EP 260 Not All Events Are Equal: How to Discern Real Value in a Noisy Event Space with Dora Rankin 03/05/2026

EP 260 Not All Events Are Equal: How to Discern Real Value in a Noisy Event Space with Dora Rankin In today’s entrepreneurial world, there is no shortage of conferences, summits, masterminds, and learning forums. But here’s the real question: How do you know which ones are actually worth your time, energy, and money? In this episode, Shannon sits down with Dora Rankin to talk about discernment in business spaces - especially in a post-COVID world where the coaching and event industry has exploded with noise, hype, and inflated promises. They dive into: Why entrepreneurs are more discerning than ever The rise of “smoke and mirrors” marketing How to vet event hosts and speakers properly What to look for beyond viral posts and flashy branding Why collaboration over competition is the future How to choose rooms that stretch you without compromising your values The importance of structured sales systems alongside marketing If you’ve ever invested in a room that felt fluffy, performative, or misaligned — this episode will help you make smarter decisions moving forward. Key Takeaways Not all entrepreneurial events are built on substance — discernment matters. Post-COVID attendees expect measurable ROI, not hype. Viral marketing does not equal proven expertise. Testimonials, references, and tangible results matter more than aesthetics. Alignment with leadership style and values is critical. Growth rooms should challenge you — not manipulate you. Collaboration expands credibility and industry standards. Structured sales systems are as important as marketing strategies. About Dora: Dora Rankin is a powerhouse business coach, sales strategist, and author of USA Today bestselling book, The Heart Sell, dedicated to empowering women entrepreneurs to scale their businesses and unlock their highest earning potential. Host of The Heart Sell Signature Summit, Camp Heart Sell Club & Retreats as well as mentor for entrepreneurial organizations like NASDAQ and Tory Burch, Dora is intentional about rolling up her sleeves to build roadmaps to revenue through relationship building strategies. Whether you're a startup or scaling past a million, her Heart Sell methodology produces purpose driven successful businesses for women. Join Dora at the Heart Sell Summit: Learn more about Dora here: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------- TIMESTAMPS Setting the Scene & Topic Introduction (00:01:07) Hosts discuss their locations, previous meeting, and introduce the main topic: discernment in entrepreneurial events. Explosion of Coaching & Retreat Industry (00:02:24) Dora shares her perspective on the noisy, crowded event space and the need for discernment. Proving Value & ROI in Events (00:03:29) Discussion on the necessity for event leaders to show real credentials and tangible results. Industry Growth Post-COVID (00:04:20) Shannon explains how COVID-19 led to a surge in new entrepreneurs and coaches, increasing competition and skepticism. Smoke and Mirrors in the Industry (00:05:37) Concerns about inexperienced leaders making big promises without real experience or results. Attendee Disillusionment & Need for Proof (00:05:55) Dora shares that many clients come after spending heavily on ineffective programs, seeking real, proven guidance. Facade of Success & Authenticity (00:07:21) Hosts discuss the disconnect between online personas and actual business success among some industry leaders. Discernment Tips: Testimonials & References (00:08:26) Advice for attendees to ask for proof, testimonials, and references before trusting event leaders. Collaboration Over Competition (00:09:26) Shannon and Dora emphasize the importance of collaboration in the industry, not competition. Risks of Inexperienced Leaders (00:10:39) Discussion on the dangers of unqualified leaders hosting events, leading to negative attendee experiences. Impact of Lived Experience (00:12:25) Dora highlights the importance of real, lived experience in providing valuable learning environments. Discernment Checklist for Attendees (00:14:02) Shannon outlines what attendees should look for: experience, testimonials, references, and alignment. Personality & Teaching Style Alignment (00:15:32) Advice to ensure the leader’s style and values align with the attendee’s needs, while being open to healthy challenge. Accessibility vs. Vanity Metrics (00:16:54) Dora warns against choosing events based on fame; stresses the importance of leader accessibility. Entertainment vs. Actionable Value (00:17:43) Distinguishing between motivational/entertainment events and those offering actionable business strategies. Integrity in Event Fit & Leader Recommendations (00:19:10) Shannon and Dora discuss the importance of leaders being honest about event fit and referring attendees elsewhere if needed. Sales Cycle & Long-Term Relationships (00:21:42) Dora explains the value of long-term relationships over single ticket sales in the retreat industry. Dora’s Heart Sell Summit Overview (00:22:37) Dora introduces her upcoming Cleveland summit, focused on practical sales training for women entrepreneurs. Shannon’s Testimonial for Dora’s Methods (00:24:23) Shannon shares her personal success using Dora’s sales techniques, endorsing the summit. Sales vs. Marketing: Key Differences (00:25:55) Dora explains the difference between sales and marketing, and the need for both in business growth. Wrap-Up & Final Thoughts (00:28:05) Closing remarks, gratitude, and encouragement to connect further with resources and future events. /episode/index/show/happyhourpodcast/id/40303530

EP 259 Should You Have a Co-Host in Your Retreat Business? 02/26/2026

EP 259 Should You Have a Co-Host in Your Retreat Business? Partnerships can be powerful… and they can also quietly wreck your retreat business. In this episode, Shannon Jamail breaks down one of the most common questions retreat leaders ask: Should you have a co-host? After being asked this question during a keynote in LA, Shannon’s immediate answer-“Don’t.”-got a laugh… and opened the door to a real conversation retreat leaders need to hear. Shannon shares the good, the bad, and the expensive lessons she learned from early partnerships, including a situation involving copied content and the painful reality that trust is not a strategy. She explains why many retreat leaders pursue co-hosts for the wrong reasons, how “fine” partnerships still create unnecessary complexity, and the exact 3-step vetting system she now uses before partnering with anyone. If you’ve ever considered a co-host because you’re nervous, overwhelmed, or hoping it will make marketing easier-this episode will save you time, money, and headaches. Key Takeaways A co-host is shared leadership-not an assistant, not emotional support, and not a shortcut to sales. Partnerships multiply everything, including tension, misalignment, and risk. “Trust” alone is not a strategy-especially when your reputation is tied to someone else’s integrity. You need a real vetting process before partnering, not just good vibes on Zoom. If roles, money, ownership, and exit plans aren’t in writing, you’re building a future mess. Many retreat leaders need support systems (contractors/team), not a co-host. Build your retreat business solo first when possible-partner from strength, not dependence. Shannon’s 3-Step Vetting System (Quick List for Skimmers) Step 1: Know their full history Proof, testimonials, real work, integrity, originality. Step 2: Meet in person Stress reveals everything. Watch how they handle pressure. Step 3: Get crystal clear in writing Roles, money, decision-making, list ownership, IP, exit plan. The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | TIMESTAMPS: First Partnership Mistake (00:01:24) Shannon shares her first negative partnership experience, including issues of trust and intellectual property theft. Common Early Partnership Pitfalls (00:02:28) Discussion of new retreat leaders teaching prematurely and the risks of partnering with inexperienced people. Red Flags & Consequences (00:03:24) Details on noticing odd behaviors, content theft, and fraudulent activity by a partner. The Importance of Trust & Reputation (00:05:14) Emphasizes how a partner’s integrity affects your business and reputation. Eroding Partnerships & Complexity (00:06:11) Describes partnerships that fade due to misalignment and how “fine” isn’t good enough in retreat businesses. When Not to Co-Host (00:07:19) Advice on reasons not to seek a co-host, such as fear or seeking shortcuts. Retreat Industry Forum Announcement (00:08:30) Brief promotion of the upcoming Retreat Industry Forum event. Shared Leadership & Vetting System Introduction (00:09:32) Explains the need for structure in partnerships and introduces her three-step vetting system. Step 1: Verify History & Credibility (00:10:32) Importance of knowing a potential partner’s full history and verifying their claims. Step 2: Meet in Person (00:11:36) Stresses the necessity of in-person meetings to assess real compatibility and leadership under pressure. Step 3: Clear Roles & Contracts (00:13:28) Outlines the need for crystal-clear roles, responsibilities, and written contracts in partnerships. When Partnerships Make Sense (00:16:31) Describes scenarios where co-hosting is beneficial and when hiring contractors is preferable. Solo First, Partner from Strength (00:17:34) Encourages building a solo retreat business before partnering, to ensure strength and independence. Closing Thoughts & Invitation (00:18:56) Final advice on protecting your business and invitation to the Retreat Industry Forum. Outro & Resources (00:19:17) Instructions to subscribe, leave a review, and access free resources. /episode/index/show/happyhourpodcast/id/40206045

A Special Edition: A Fireside Chat about The Retreat Industry Forum with Alison, Erin & Shannon 02/18/2026

A Special Edition: A Fireside Chat about The Retreat Industry Forum with Alison, Erin & Shannon In this special fireside chat, Shannon Jamail, Alison, and Erin pull back the curtain on the evolving energy of the Retreat Industry Forum — and why this year’s attendee profile looks different than ever before. What started as a vision to elevate the retreat industry is quickly becoming a high-level gathering of experienced retreat leaders, business owners, venue operators, and industry professionals ready to scale smarter and connect strategically. The trio discusses: The shift toward seasoned retreat professionals attending Why the Forum is not a beginner workshop — it’s a growth accelerator The power of investing in events (and the real ROI that follows) High-caliber speakers with proven track records The importance of treating retreats like a business Technology, AI, and SEO shaping the future of the industry The synergy and collaboration behind the Forum itself Early planning conversations for 2027 If you’re serious about growing your retreat business and surrounding yourself with leaders who are playing at a higher level - this episode will show you why the Retreat Industry Forum is different. Key Takeaways The Retreat Industry Forum is attracting experienced, growth-focused retreat leaders. High-level networking creates exponential business returns. Investing in events often yields significantly higher ROI than expected. Professional standards matter — retreats must operate like businesses. AI, SEO, and technology are shaping the next phase of retreat visibility. Collaboration and in-person relationships accelerate opportunity. The Forum is about elevation — not entry-level learning. The Retreat Leaders Podcast Resources and Links: : Retreat Business Marketing Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------- TIMESTAMPS Fireside Chat Introduction (00:00:55) Shannon previews the fireside chat with Alison and Aaron about the upcoming Retreat Industry Forum in Denver. Forum Purpose & Audience (00:02:02) Discussion on the Retreat Industry Forum’s focus on seasoned retreat professionals and what sets it apart from other events. Shift in Attendees & Market Gap (00:03:35) Noticing a shift toward experienced attendees and identifying the lack of advanced spaces for established retreat leaders. Value of Being an Attendee (00:07:15) Exploring the benefits of attending events as a participant versus as a speaker, including networking and business growth. Investment & Value Proposition (00:12:13) Emphasizing the importance of investing in high-quality events and the return on investment for attendees. Speaker Selection & Event Quality (00:13:05) Explaining the intentional recruitment and payment of expert speakers to ensure high-caliber content and credibility. Opportunities for Future Speakers (00:15:49) Clarifying the process for becoming a future speaker and the importance of first attending and engaging with the forum. Power of In-Person Collaboration (00:17:09) Sharing personal stories of how in-person investments and collaborations led to meaningful partnerships and growth. Commitment & Decision-Making (00:19:09) Discussing the necessity of decisive action and commitment to personal and professional growth through event participation. Synergy & Magic of Collaboration (00:22:12) Reflecting on the unique synergy among the hosts and the “magic” that emerges from curated, high-level gatherings. Diversity in the Retreat Industry (00:24:19) Highlighting the wide range of retreat types and the inclusive, non-gendered, and non-wellness-specific nature of the forum. Technology, AI, and Industry Evolution (00:25:10) Addressing the impact of AI, SEO, and technology on retreat business visibility and the need to adapt to new trends. Business Mindset in Retreats (00:28:59) Advocating for treating retreats as serious businesses, not just passion projects, and integrating standard business practices. Profit, Impact, and Industry Elevation (00:30:53) Encouraging profit as a means to greater impact, and challenging the stigma around making money in the retreat industry. Professionalism & Structure (00:31:55) Describing the forum’s professional approach, honoring agreements, and the importance of structure and accountability. Networking & Attendee Caliber (00:33:54) Anticipating high-level networking and the value of relationships formed among experienced, successful attendees. Call to Action & Forum Expansion (00:35:04) Encouraging listeners to join, envisioning business growth, and announcing future forums in Paris and other locations. Podcast Closing (00:35:54) Shannon wraps up, inviting listeners to subscribe, review, and access free resources for retreat leaders. /episode/index/show/happyhourpodcast/id/40128525

EP 258 What I Wish I Had Done Differently When I First Built My Retreat Business 02/12/2026

EP 258 What I Wish I Had Done Differently When I First Built My Retreat Business When I first started building my retreat business, I made mistakes. Not small ones - real ones that cost time, money, energy, and unnecessary stress. In this episode, I’m pulling back the curtain and sharing: What I personally wish I had done differently in the early days The most common mistakes I see retreat hosts still making today And how to avoid burning out, underpricing, or building a retreat that looks good on paper but feels exhausting in real life If you’re hosting retreats (or thinking about it), this episode will help you build something that’s clear, sustainable, and aligned - not just pretty and stressful. What You’ll Learn in This Episode Why unclear audience messaging makes retreats harder to sell How overbuilding your retreat actually weakens the experience Why marketing needs to start earlier than you think The real cost of underpricing and discounting Why doing everything alone hurts both you and your guests The mistakes I see retreat hosts repeat - and how to course-correct The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------- TIMESTAMPS Request for Reviews & Episode Overview (00:00:59) Shannon asks listeners to leave reviews and previews the episode’s focus on mistakes and lessons learned. Learning from Mistakes in Business (00:02:24) Emphasizes the value of learning from mistakes and introduces the main theme: what she wishes she’d done differently. Mistake #1: Lack of Clarity on Ideal Guest (00:03:27) Discusses the importance of defining your ideal retreat guest and the exhaustion from being too broad. Mistake #2: Overbuilding the Retreat Experience (00:06:32) Warns against overpacking retreat agendas, stressing the need for downtime and integration. Mistake #3: Marketing Too Late (00:10:43) Explains why marketing should start before all details are finalized, using her France retreat as an example. Mistake #4: Ineffective Use of Ads (00:13:58) Advises testing content organically before spending on ads to avoid wasting money. Mistake #5: Pricing for Comfort, Not Sustainability (00:14:54) Urges pricing retreats for sustainability, not just to fill spots, and explains the pitfalls of discounting. Mistake #6: Not Asking for Support Early Enough (00:18:50) Shares the importance of hiring help for logistics, food, and guest relations to avoid burnout. Common Mistake #1: Treating Retreats as One-Off Events (00:22:41) Highlights the value of making retreats part of a larger business ecosystem, not just single events. Common Mistake #2: Discounting to Fill Spots (00:23:41) Reiterates the damage discounting does to brand and guest alignment. Common Mistake #3: Weak Boundaries and Vague Policies (00:24:37) Stresses the need for clear boundaries, cancellation policies, and personal space for leaders. Common Mistake #4: Copying Other Retreats (00:27:28) Encourages originality and authenticity instead of copying others’ retreat formats. Common Mistake #5: Waiting for Confidence Before Acting (00:28:36) Explains that confidence is built through action, not as a result of success. Final Reflections and Takeaways (00:30:43) Summarizes key lessons: aim for clarity, sustainability, and alignment, and learn from mistakes. Closing and Call to Action (00:31:47) Thanks listeners, encourages sharing, and provides resources for further support. /episode/index/show/happyhourpodcast/id/39899890

EP 257 Belonging Is the New Luxury: Why Retreats Matter More Than Ever with Dan Berger 02/05/2026

EP 257 Belonging Is the New Luxury: Why Retreats Matter More Than Ever with Dan Berger In this episode of The Retreat Leaders Podcast, Shannon sits down with Dan Berger to talk about something the retreat industry doesn’t discuss nearly enough: belonging. Dan shares his personal journey—from selling his event-planning software company for $100M, to grappling with his own sense of belonging, to ultimately creating Assemble Boise, a retreat and gathering space intentionally designed for human connection. Together, Shannon and Dan dive into: Why men are facing a serious belonging and mental health crisis How retreats can act as temporary communities that create lasting impact Why small, intimate spaces outperform big, flashy experiences How retreat leaders can design environments that feel safe, connective, and meaningful And why belonging—not content—is what people are actually paying for This is a grounded, honest conversation about the responsibility retreat leaders hold and the opportunity they have to create spaces that genuinely change lives. What You’ll Learn in This Episode Why people aren’t craving more content—they’re craving connection How Dan’s “belonging tank” framework applies directly to retreat design The four belonging personas every retreat leader should understand Why men’s retreats and men’s groups are more needed now than ever How intentional hospitality creates trust, safety, and transformation What post-COVID human connection really looks like (and why retreats are booming) Notable Concepts Discussed The “Belonging Crisis,” especially among men Retreats as containers for community, not just experiences Small-group power vs. large-scale events Ethical considerations around AI and preserving human-made experiences Designing spaces that do the emotional work before the programming begins Email Dan to get a free copy of his book, or to book his amazing retreat center and get a 3rd night free: Buy Dan’s Book here: About Dan Berger Dan J. Berger is the author of The Quest: The Definitive Guide to Finding Belonging, and the CEO of Assemble Hospitality Group. He previously sold his SaaS company, Social Tables, for $100M. He lives in Boise, ID with his wife and daughter. Connect with Dan here: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------- TIMESTAMPS Dan’s Background and Journey (00:01:22) Dan shares his personal history, adoption, move from Israel, hospitality career, and founding a software company. Writing the Book on Belonging (00:02:01) Dan discusses writing his book about belonging and its self-help/academic approach. Importance of Belonging in Retreats (00:03:01) Shannon and Dan explore why belonging is central to retreats and how retreats foster community. Men’s Groups and Community Building (00:04:10) Dan describes his men’s group, its structure, and how it builds ongoing relationships. Men’s Belonging Crisis (00:05:53) Dan addresses the challenges men face with belonging, emotional expression, and the need for safe spaces. Retreats as Solutions for Men (00:08:13) Discussion on how retreats can help men, and Dan’s hesitation about hosting men’s retreats. Benefits of Extended Retreats (00:09:10) Shannon explains the deeper impact of multi-day retreats versus short meetings. Belonging Frameworks for Retreats (00:09:48) Dan introduces two frameworks from his book: the “belonging tank” and four belonging personas. Book Offer and Belonging Differences (00:12:09) Dan offers a free book to listeners and discusses gender differences in belonging. Motivation for Opening a Retreat Center (00:13:59) Dan explains his shift from corporate retreats to opening a dedicated retreat facility. Design and Features of The Symbol Boise (00:17:25) Dan details the layout, amenities, and unique aspects of his Boise retreat center. Transparency and Marketing for Retreat Leaders (00:18:40) Shannon praises the clarity and marketing of Dan’s facility for retreat organizers. Special Offer for Retreat Leaders (00:19:41) Dan shares a booking discount and explains the profitability and versatility of his space. Closing and Resources (00:21:00) Shannon wraps up, shares links to Dan’s resources, and thanks him for joining. /episode/index/show/happyhourpodcast/id/39827145

EP 256 Building Pilates Retreats in Europe: Creativity, Logistics, and Expansion with Bessie Refalo 01/29/2026

EP 256 Building Pilates Retreats in Europe: Creativity, Logistics, and Expansion with Bessie Refalo In this episode of The Retreat Leaders Podcast, Shannon sits down with Bessie Refalo, a yoga and Pilates retreat leader who is carving out a unique lane in the wellness retreat industry - reformer Pilates retreats in Europe. Bessie shares the behind-the-scenes reality of creating retreats that require specialized equipment, including the challenges of finding venues with reformer Pilates machines and the creative solutions she’s used to make her retreats possible. From transporting reformers by lorry in Portugal to discovering bespoke studios in Italy, this conversation is a masterclass in persistence, adaptability, and thinking beyond traditional retreat models. Shannon and Bessie also discuss the rapid growth of the wellness retreat industry, the realities of hosting retreats in Europe, and why networking, flexibility, and on-the-ground familiarity are essential for successful international retreats. This episode is a must-listen for retreat leaders who want to expand internationally, host niche retreats, or navigate complex logistics without giving up on their vision. Key Takeaways Niche retreats (like reformer Pilates) require creativity, persistence, and flexibility. Hosting retreats with specialized equipment presents challenges - but solutions exist. Europe offers strong appeal for US-based retreat guests due to accessibility and travel interest. Building relationships with local studios and partners is key to international retreat success. Logistics, cultural differences, and local business hours matter more than most hosts expect. Networking and in-person learning accelerate retreat growth and confidence. Fully booked retreats are built through clarity, demand, and aligned offerings - not shortcuts. About Bessie Refalo Bessie Refalo is a yoga and Pilates instructor and retreat leader specializing in wellness retreats that combine movement, travel, and intentional experiences. Known for her innovative approach to reformer Pilates retreats, Bessie creates immersive international retreats that prioritize high-quality instruction, thoughtful locations, and meaningful connection. Connect with Bessie here: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----- TIMESTAMPS Bessy’s Background and Journey (00:01:36) Bessy shares her background, the Bessy Raffaello Method, and her entry into retreats. Launching Retreats with Limited Resources (00:02:21) Discussion on starting retreats without a clear blueprint or abundant resources. Personal Motivation and Reformer Retreat Challenges (00:03:04) Bessy describes her inspiration and the unique challenges of hosting reformer Pilates retreats. Finding Venues and Logistics of Reformers (00:04:03) Exploring the difficulty of finding venues with reformer machines and the logistics involved. Pilates Reformer Popularity and Industry Growth (00:06:15) Conversation about the booming Pilates and wellness industry and its opportunities. Venue Search and Forming Partnerships (00:07:36) Bessy details her search for venues, challenges with unresponsive owners, and finding her business partner in Portugal. First Retreat Execution and Overcoming Obstacles (00:09:12) How Bessy and her partner transported reformers and handled unexpected issues during their first retreat. Expanding to Italy and Other Locations (00:10:00) Bessy discusses finding a unique venue in Italy and her desire to expand to more locations. Retreat Industry Forum Announcement (00:11:36) Shannon announces the upcoming Retreat Industry Forum event in Denver. Venue Owner Mindset and Cultural Differences (00:13:27) Discussion about the challenges of working with European venues and cultural differences in business practices. Importance of Site Visits and Local Culture (00:15:19) Advice on visiting retreat locations and understanding local customs and schedules. Budgeting and Financial Realities (00:17:14) Bessy shares lessons on budgeting, accounting for lost income, and the importance of honest financial planning. Retreat Agenda Planning and Avoiding Over-Scheduling (00:19:21) Tips on not overpacking retreat agendas and allowing space for rest and integration. Group Energy and Audience Fit (00:21:32) The importance of group dynamics, attracting the right participants, and managing energy drains. Attracting and Repelling the Right Clients (00:23:27) Shannon and Bessy discuss the value of attracting ideal clients and repelling those who aren’t a good fit. Investing in Training and Community (00:24:21) Bessy reflects on the value of attending workshops, investing in herself, and connecting with like-minded leaders. Upcoming Retreats and Availability (00:28:20) Bessy shares details about her upcoming Portugal and Italy retreats, including availability and unique features. Closing and Contact Information (00:31:16) Shannon and Bessy wrap up, discuss future collaborations, and share how listeners can connect. /episode/index/show/happyhourpodcast/id/39509015

EP 255 Building a Soul-Led Retreat Business While Working Full-Time with Amy Jaggers 01/22/2026

EP 255 Building a Soul-Led Retreat Business While Working Full-Time with Amy Jaggers In this episode of The Retreat Leaders Podcast, Shannon sits down with Amy Jaggers, a coach and retreat leader who is building a soul-led retreat business while still working full-time. Amy shares how she helps professionals step off autopilot and reconnect with balance, clarity, and purpose through meditation, mindfulness practices, retreats, and wellbeing circles. She opens up about what it really looks like to grow a retreat business alongside a demanding career — including boundaries, time management, and integrating her “soul work” into her corporate role. Together, Shannon and Amy discuss long-term vision, retreat center dreams, the power of visualization, and why retreat leaders must invest in their own development before leading others. This episode is especially powerful for retreat leaders who are still in a full-time job but feel deeply called to build something meaningful and sustainable on the side. Key Takeaways You can build a retreat business while working full-time — with structure and boundaries. Integrating wellbeing and mindfulness into your day job can strengthen both worlds. Visual planning, time blocking, and templated systems are essential for sustainability. Soul-led work doesn’t require quitting your job overnight — small, consistent steps matter. Investing in your own training and leadership development is non-negotiable as a retreat host. Long-term visions (like owning a retreat center) are built through patience and intention. Familiarity with your retreat location is a key marker of responsible leadership. About Amy Jaggers Amy Jaggers is a coach and facilitator who helps professionals turn awareness into meaningful action through coaching, meditation, retreats, and facilitated circles. Her work creates intentional space for individuals to pause, reconnect, and step off autopilot, supporting greater balance, clarity, and purpose. Amy’s approach is grounded in building resilience and helping people live and lead with greater intention in both their personal and professional lives. Connect with Amy here: and check out her retreat here: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----- TIMESTAMPS Amy’s Background & Soul Work (00:01:17) Amy shares her professional background, her focus on mindfulness, and her retreat and wellbeing circles. Balancing Full-Time Work & Retreat Business (00:02:09) Discussion on juggling a full-time job with building a retreat business, and integrating soul work into her career. Wellbeing Circles at Work (00:03:13) Amy explains hosting wellbeing circles for colleagues and how it supports both her job and retreat business. Challenges & Boundaries (00:04:41) Amy discusses the importance of schedules, boundaries, and processes to balance both roles. Finding Fulfillment in Both Roles (00:05:06) Amy reflects on the fulfillment she gets from both her day job and her retreat business. Target Audience & Their Needs (00:06:25) Amy describes her colleagues’ challenges and the need for wellbeing practices. Scheduling & Time Management Practices (00:08:29) Amy shares her practical strategies for managing time and tasks for her soul business. Retreat Industry Forum Announcement (00:10:00) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Long-Term Goals & Vision (00:11:33) Amy outlines her goal to own a retreat venue and her vision for the future. Visualization & Vision Boards (00:12:33) Shannon and Amy discuss the power of vision boards, drawing out goals, and visual manifestation. Hospitality Background & Inspiration (00:14:08) Amy talks about her hospitality experience and how it informs her retreat vision. Vision Board Workshop & Manifestation (00:14:38) Amy mentions her upcoming vision board workshop and the importance of seeing goals regularly. Visualization Practices for Success (00:15:33) Shannon shares techniques for visualizing and feeling future success. Building the Soul Business Step by Step (00:17:06) Amy and Shannon discuss the importance of incremental progress and baby steps. Investing in Education & Training (00:18:16) Amy emphasizes the value of professional training and investing in oneself as a retreat leader. Networking & Community in Retreat Leadership (00:19:51) Amy highlights the benefits of networking and community from attending workshops and trainings. Professionalism & Industry Standards (00:21:38) Amy calls for higher standards and more rigor in retreat leadership training. Upcoming Retreat Details (00:23:14) Amy shares details about her next retreat in Menorca, its focus, and why she chose the location. Choosing a Safe & Familiar Retreat Location (00:25:55) Shannon and Amy discuss the importance of hosting retreats in places that feel safe and familiar, especially for first international events. Episode Wrap-Up & Contact Info (00:27:47) Shannon thanks Amy, provides info for listeners, and closes the episode. /episode/index/show/happyhourpodcast/id/39508790

EP 254 How to Make Your Retreat a Signature Brand Asset Instead of a One-Off Event 01/15/2026

EP 254 How to Make Your Retreat a Signature Brand Asset Instead of a One-Off Event Many retreat leaders are stuck running one-off retreats - constantly reinventing the wheel, hustling for new sign-ups, and exhausting themselves with fresh marketing every time. But the smartest, most sustainable retreat businesses? They build signature retreats that become a recognizable, in-demand part of their brand. In this episode, Shannon breaks down how to turn your retreat into a powerful brand asset that builds loyalty, grows every year, and creates recurring revenue through alumni and long-term client pathways. You’ll learn how to create a retreat theme people return to annually, how to build anticipation year-round, and how to turn your retreat into the top of a pipeline for courses, coaching, memberships, and more. This is next-level retreat business strategy - and every leader who’s tired of starting from scratch needs to hear it. Key Takeaways A signature retreat theme creates recognition, trust, and brand identity. Alumni are your easiest, most profitable guests - and a signature retreat keeps them coming back. One-off retreats are exhausting and keep you in constant hustle mode. A successful retreat begins the day the previous one ends - anticipation-building matters. A signature retreat becomes a pipeline for courses, coaching, memberships, and next-level offers. When done right, your retreat becomes a cornerstone asset - not a one-time event. The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----- TIMESTAMPS Benefits of a Signature Retreat Theme (00:01:24) Discusses how a signature theme creates consistency, builds trust, and encourages repeat attendance. Choosing the Right Theme (00:03:46) Advice on selecting a retreat theme that aligns with your brand and attracts annual returnees. Leveraging Alumni for Retreat Sales (00:04:56) Explains why alumni are the best source for retreat sales and how to nurture them. Delivering Unforgettable Experiences (00:05:50) Stresses the importance of providing memorable retreats to encourage alumni to return. Alumni Perks & First Access (00:06:45) Describes offering alumni early booking, priority, and small discounts or bonuses. Year-Round Alumni Engagement (00:07:42) Shares strategies for maintaining genuine connections with alumni throughout the year. Pitfalls of One-Off Retreats (00:08:34) Explains how constantly reinventing retreats leads to burnout and inconsistent revenue. Building Anticipation Year-Round (00:09:36) Outlines ways to keep excitement high for your signature retreat all year, not just before launch. Content Pillars & Ongoing Promotion (00:12:39) Recommends creating and using content pillars to promote retreats and build anticipation. Integrating Retreats into a Revenue Pipeline (00:13:47) Shows how retreats can feed into other offers (courses, memberships, coaching) and vice versa. Final Thoughts & Call to Action (00:15:02) Encourages listeners to build legacy retreats and invites them to the Retreat Industry Forum. /episode/index/show/happyhourpodcast/id/39508225

EP 253 Everything You Do Either Attracts or Repels and That’s a Good Thing 01/08/2026

EP 253 Everything You Do Either Attracts or Repels and That’s a Good Thing Everything you put into the world is doing something. Your website. Your social posts. Your emails. Your videos. Your interviews. In this episode, Shannon Jamail breaks down a truth most retreat leaders avoid: if you’re not repelling anyone, you’re probably being too generic. Attraction is only half the conversation. Sustainable retreat businesses are built on clarity - and clarity naturally attracts the right people while filtering out the wrong ones. Shannon explains why repelling misaligned guests isn’t a flaw, it’s a leadership skill, and how trying to please everyone leads to burnout, boundary issues, and low-quality experiences. She also addresses a critical nuance retreat leaders need to understand: the difference between being purposeful and being polarizing - and why “anti” messaging often does more harm than good in a business rooted in trust, safety, and connection. This episode is a must-listen for retreat leaders who want aligned guests, healthier group dynamics, and a business that actually feels good to run. Key Takeaways Everything you create either attracts or repels - and both are necessary. If you’re trying to be liked by everyone, your message is likely watered down. Repelling misaligned people protects your energy, your team, and your guests. Clear messaging prevents boundary issues, complaints, and emotional drain. Strong leadership is about standing firmly in who you are - not pleasing everyone. There’s a difference between purposeful messaging and polarizing, anti-focused content. Being pro what you stand for builds trust far more effectively than being anti anything. Clarity in your brand leads to alignment, ease, and long-term sustainability. The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---- TIMESTAMPS The Power of Attraction and Repelling (00:01:27) Explains how everything you do as a retreat leader attracts or repels potential clients, and why repelling is necessary. Dangers of Being Generic (00:02:30) Discusses the pitfalls of trying to appeal to everyone, leading to diluted messaging and misaligned clients. Personal Examples of Not Being for Everyone (00:03:46) Shannon shares personal examples of who she is not a fit for, emphasizing the value of clarity over universal appeal. Benefits of Repelling the Wrong People (00:04:49) Highlights how repelling protects your energy, business, and ensures better alignment with clients. Retreat Industry Forum Announcement (00:04:49) Brief interruption to promote the upcoming Retreat Industry Forum event in Denver. Consequences of Appealing to Everyone (00:05:56) Describes negative outcomes when trying to please everyone, such as draining retreats and constant complaints. Purposeful vs. Polarizing Content (00:07:06) Advises against posting highly polarizing or anti-focused content, distinguishing between being purposefully polarizing and divisive. Pro-What-You-Stand-For vs. Anti-Others (00:08:28) Encourages leaders to focus on what they are for, not what they are against, and the impact on trust and safety. Brand Clarity and Authentic Leadership (00:09:46) Urges retreat leaders to clearly communicate who they serve and to lead authentically and inclusively. Final Thoughts & Call to Action (00:10:50) Wraps up with a reminder to use attraction and repelling wisely, and invites listeners to join her programs and resources. /episode/index/show/happyhourpodcast/id/39475635

EP 252 Ethical Marketing, Outsourcing, and Building Trust in Business with Dawni Baxter 12/18/2025

EP 252 Ethical Marketing, Outsourcing, and Building Trust in Business with Dawni Baxter In this episode, Shannon sits down with Dawni Baxter — founder of a boutique marketing agency and a multi-passionate entrepreneur leading the movement in ethical, human-first marketing. Dawni brings a refreshing perspective to an industry filled with noise, inflated promises, and confusing pricing structures. Together, Shannon and Dawni dive into: ✨ How to navigate marketing relationships with confidence ✨ Why transparency and trust are the backbone of ethical marketing ✨ What to look for (and avoid) when hiring a marketing agency or contractor ✨ The power of outsourcing — even when it feels uncomfortable ✨ Why real marketing results require time, patience, and accurate data ✨ How fractional marketing directors provide expert support without bloated retainers Dawni shares why she helped develop the first global regulation for social media managers in the UK, and how her agency champions organic reach and integrity over pushy sales strategies. This conversation is a must-listen for any entrepreneur — especially solo retreat leaders — who wants to grow sustainably, avoid costly marketing mistakes, and build relationships rooted in alignment and trust. Key Takeaways Ethical marketing is about humans first, not hustle culture. Due diligence is essential — marketing professionals are great at marketing themselves. Trust your instincts: if a partner feels off, overpriced, or vague, walk away. There is no standardized pricing in marketing — and that’s exactly why transparency matters. Fractional marketing directors are a powerful option for small businesses who need strategy without full-time overhead. Outsourcing is uncomfortable — but it’s one of the fastest ways to grow as a founder. Real marketing results come from consistent data over 12–18 months… not overnight “miracles.” Quick exits from misaligned relationships often save you more time and money than sticking it out. Listen to This Episode If You: Want to better understand Tantra from a grounded, professional lens. Are interested in how men can contribute meaningfully in the retreat space. Need inspiration for creating safer, more inclusive, and more profitable retreats. Are a retreat leader looking to blend purpose and profit without compromising integrity. About Dawni Baxter: Dawn Baxter is a Social Media and selling guru. Multi Business owner including Beyond the Dawn Digital LTD a full house digital marketing brand & agency. Dawn is passionate about helping female entrepreneurs build sustainable brands, community and sales using social media as a connection tool. A leading UK female entrepreneur in digital business systems and strategy, social media, sales and audience growth. Dawn successfully builds digital business models that increase income, and can be actioned both remotely and around the important things in your life, like children, friends and loved ones. Dawn has had careers in sales, customer service, buying & merchandising sector and corporate retail within some of the biggest luxury brands in the UK In 2020 her offers of coaching and training in all areas to service and product based businesses alike helped self employed and SME's to navigate through the Covid Crisis and get their offerings in the digital space. Many made more income than with their previous business model. She has a passion to support small business and the entrepreneurial spirit and inspire people to try the careers that can make them truly happy. Dawn believes in personal growth and has put herself through numerous trainings in graphic design, digital marketing, Coaching and Positive Psychology to be able to pursue her dreams and is always constantly learning and upscaling. She is warm and inclusive and wants to make the world a pretty place. Connect with Dawni: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------- TIMESTAMPS Dawni’s Background & Ethical Marketing (00:01:20) Dawni shares her multi-passionate journey, agency’s human-first approach, and creating the first regulation for social media managers. Changing Perceptions of Marketing Agencies (00:02:40) Discussion on negative perceptions of marketing, ethical standards, and the agency’s quality standard. Misconceptions About Marketing Agencies (00:04:52) Shannon and Dawni address common fears: high costs, unclear returns, and the importance of organic reach. Due Diligence & Evaluating Agencies (00:05:51) Dawni explains why skepticism is healthy, how to vet agencies, and the importance of transparency and value. Pricing Structures & Transparency (00:09:12) Dawni reveals the lack of regulated pricing in marketing and tips for assessing agency pricing and openness. Value of Exploratory Calls (00:10:11) Advice on seeking agencies that offer value upfront and the significance of exploratory calls. Retreat Industry Forum Announcement (00:10:46) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Importance of Marketing Support for Solopreneurs (00:12:17) Shannon emphasizes why solopreneurs need marketing support, either in-house or outsourced. Fractional Marketing & Flexible Support (00:13:35) Dawni discusses affordable, flexible options like fractional marketing directors and short-term contracts. Testing Agency Relationships & Learning (00:17:32) Encouragement to try agencies on a trial basis, learn from mismatches, and adapt as needed. Red Flags & Relationship Building (00:18:28) Shannon shares a negative agency experience and stresses monitoring alignment and communication. Marketing as Relationship Building (00:19:39) Dawni compares marketing to dating, emphasizing gradual trust-building and the value of expert guidance. Letting Go & CEO Growth (00:23:08) Dawni describes the transformation when entrepreneurs trust experts, leading to business and personal growth. Outsourcing Before You’re Ready (00:24:18) Advice to outsource marketing a step before feeling ready, without causing financial strain. Financial Stretch & CEO Space (00:25:25) Shannon shares her experience with hiring help, creating space for CEO-level work, and the need for expert eyes. Timeframe for Marketing Results (00:27:01) Discussion on realistic expectations for marketing ROI, typically requiring at least six months. Data, Metrics, and Long-Term Strategy (00:27:25) Dawni explains the importance of data, why viral moments can be misleading, and the need for long-term analysis. No Quick Fixes in Marketing (00:31:38) Dawni debunks quick-result promises, emphasizing testing, adaptation, and the impossibility of guarantees. Global Relevance & Dawni’s Work (00:32:47) Shannon notes Dawni’s agency works worldwide and mentions Dawni’s recent photo shoots. Social Media Content & Travel (00:33:31) Dawni shares about creating social media content in various international locations. Closing & Farewell (00:34:10) Shannon thanks Dawni, wraps up the episode, and shares where listeners can find more resources. /episode/index/show/happyhourpodcast/id/39410915

EP 251 Stop Discounting Your Retreats: The Damage It Causes & What to Do Instead 12/11/2025

EP 251 Stop Discounting Your Retreats: The Damage It Causes & What to Do Instead In this episode, Shannon gets fired up about one of the biggest mistakes retreat leaders make: discounting their retreats. While a discount might feel like an easy way to fill a few spots, the long-term damage is real - it devalues your experience, trains your audience to wait for price drops, signals desperation, and hurts the entire retreat industry. Shannon breaks down exactly why discounting is harmful, what it communicates to potential guests, and better alternatives like early-bird bonuses, pay-in-full perks, and smart payment options. She also unpacks the real reason retreat leaders discount - fear - and how to address it in a healthier, business-savvy way. If you’re ready to protect your profit, elevate your positioning, and stop shrinking your worth, this episode is a must-listen. Key Takeaways Retreats are transformational live experiences - not products to be marked down like retail. Discounting immediately lowers perceived value and conditions your audience to never pay full price again. It signals desperation and damages not just your brand, but the entire retreat industry. Live experiences require emotional labor, planning, expertise, and responsibility - none of which should be discounted. Instead of discounting, offer early-bird bonuses, pay-in-full perks, and extended payment plans. The real reason people discount is fear - not strategy. If enrollment is low, you need better messaging, positioning, urgency, and audience warming… not cheaper prices. The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | --------- TIMESTAMPS The Problem with Discounting Retreats (00:00:50) Shannon expresses frustration about retreat leaders discounting their retreats and outlines why this is harmful. Why Discounting Retreats is Harmful (00:01:12) Explains how discounting devalues retreats, signals desperation, and attracts difficult guests. Negative Impact on Guest Experience and Industry (00:03:42) Discusses how discounting attracts ungrateful guests and lowers perceived value across the retreat industry. Discounting Hurts Your Margins and Business (00:06:02) Details how discounts cut into profits, making it harder to sustain a retreat business. Retreats as Premium, Transformational Experiences (00:07:16) Emphasizes that retreats are not products but containers for transformation, requiring significant energy and expertise. Alternatives to Discounting: Bonuses and Perks (00:08:14) Suggests offering early bird bonuses, pay-in-full perks, and extended payment plans instead of discounts. Why Retreat Leaders Discount: The Role of Fear (00:10:22) Explores the real reasons behind discounting, such as fear of failure and low signups. Building Confidence and Enrollment Without Discounts (00:11:30) Encourages improving messaging, marketing, and mindset instead of lowering prices. Final Advice and Invitation to Community (00:12:39) Urges listeners to stop discounting, value their work, and join the Retreat Industry Forum for support. Podcast Closing and Resources (00:13:39) Shannon thanks listeners, encourages sharing, and offers free resources for retreat leaders. /episode/index/show/happyhourpodcast/id/39294160

EP 250 Both Sides of the Retreat: Hosting, Supporting, and Finding Balance with Kim DeMoss 12/04/2025

EP 250 Both Sides of the Retreat: Hosting, Supporting, and Finding Balance with Kim DeMoss In this episode of The Retreat Leaders Podcast, Shannon sits down with Kim DeMoss - Retreat Ranch’s Executive Assistant, Yoga Teacher Training host, and long-time retreat collaborator - to talk about what it’s really like to experience retreats from both sides: hosting and supporting. From her early days hosting retreats with Shannon to now managing the logistics behind the scenes, Kim shares candid insights on burnout, boundaries, work-life balance, and how she found her groove in the retreat industry. They also dive into the digital evolution of the industry - how AI and online visibility are reshaping the way leaders must market their retreats - and why self-awareness is key to finding your place in this ever-changing landscape. Whether you’re leading retreats, supporting them, or figuring out which role fits best, this episode will give you real-world perspective, practical advice, and a reminder that your version of success doesn’t have to look like anyone else’s. Key Takeaways Retreat leadership has many layers — and not everyone is meant to be front and center. Supporting retreats can be just as fulfilling as leading them (and sometimes less stressful). Work-life balance matters — especially for women juggling careers, families, and personal growth. The retreat industry is evolving fast with AI and digital marketing — adapt or find your unique niche. Attracting the right participants is key to creating aligned, transformational retreat experiences. Streamlining your focus can lead to more fulfillment and sustainable success. Learn about Kim’s YTT: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | --------- TIMESTAMPS Kim and Shannon’s History (00:00:59) They discuss how they met, their decade-long relationship, and collaborative projects. Roles in the Retreat Space (00:02:05) Kim shares her experience as both a retreat host and support, and her preference for support roles. First Retreat at Retreat Ranch (00:03:48) Kim recalls hosting the first retreat at Retreat Ranch and lessons learned from minimal resources. Balancing Personal Life and Retreat Hosting (00:04:46) Kim explains why she hosts only one retreat a year, citing personal and family circumstances. Learning from Career Shifts (00:06:05) Shannon relates her own career pivot and how skills transfer to new roles, paralleling Kim’s journey. Letting Go of Expectations (00:07:22) Kim discusses the challenge of disappointing others versus honoring personal capacity and boundaries. Retreat Industry Forum Announcement (00:08:01) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Navigating Life Seasons and Work Choices (00:09:06) They talk about making choices that fit current life seasons, especially with family and career changes. Marketing and Selling Retreats Today (00:10:40) Discussion on how retreat marketing has evolved, becoming more complex and demanding. Alternative Roles in the Retreat Industry (00:11:51) Exploring ways to stay involved in the industry without hosting, especially if marketing isn’t appealing. Evaluating Retreat Marketing and Audience Fit (00:12:48) Kim reflects on attracting the right participants and lessons from her first retreat’s marketing. Listening to Inner Guidance and Pivoting (00:13:21) They emphasize the importance of listening to intuition and being open to change. Kim’s Strengths and Transition to Support Roles (00:14:24) Kim and Shannon discuss Kim’s organizational skills and her move to more supportive, creative roles. Benefits of Support Roles and Life Transitions (00:16:16) Kim shares the relief and satisfaction of support work during her husband’s military retirement transition. Continued Learning and Growth (00:18:07) They discuss ongoing personal and professional growth, and Kim’s involvement in events and trainings. Differences Between Training and Wellness Retreats (00:18:53) Kim explains how training retreats differ from wellness retreats in focus and participant expectations. Structuring Training Retreats for Balance (00:20:28) Advice on scheduling downtime in training retreats to avoid burnout for both leaders and attendees. /episode/index/show/happyhourpodcast/id/39061495

EP 249 If You’re Not Failing, You’re Not Trying Hard Enough 11/20/2025

EP 249 If You’re Not Failing, You’re Not Trying Hard Enough In this solo episode, Shannon Jamail gets real about something every retreat leader needs to hear: failure isn’t the enemy - it’s proof that you’re in the game. If you’re not failing, you’re not trying hard enough. Shannon dives into why “falling short” - whether it’s your finances, your workshop, your attendance, or your execution - isn’t something to avoid, it’s something to learn from. You can hire the best coach, join the smartest program, and learn from the pros… and you’ll still make mistakes. The difference? You’ll fail faster and smarter. Shannon also shares how community is the real secret weapon for success - and how the Retreat Industry Forum is designed to bring that support, connection, and collective wisdom together for retreat hosts ready to grow. Key Takeaways If you’re not failing, you’re not stretching yourself enough. Failure doesn’t mean your retreat “flopped” — it means something fell short and gave you data. The biggest mistake is waiting on the sidelines instead of doing the thing. Coaching and programs can help minimize expensive mistakes, but you’ll still fail — that’s how you grow. Community is what turns failure into forward momentum — and that’s exactly what the Retreat Industry Forumis all about. The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | --------- Timestamps Failure as Evidence of Progress (00:01:09) Explains why failure means you’re taking action and is a necessary part of growth in the retreat business. Defining Failure in Retreats (00:02:10) Clarifies what failure actually looks like in retreats—missed goals, missteps, and learning opportunities. Personal Failures and Lessons Learned (00:03:17) Shannon shares her own failures and how each one contributed to her growth and resilience. Taking Action vs. Waiting (00:04:27) Encourages listeners to take action rather than waiting for perfect conditions, emphasizing learning by doing. The Necessity of Investment (00:05:24) Discusses the importance of investing time, money, and energy into building a sustainable retreat business. Retreat Industry Forum Promotion (00:06:32) Promotes the upcoming Retreat Industry Forum event, highlighting its value for industry professionals. Value of Coaching and Courses (00:06:32) Explains how coaching and courses can help avoid mistakes but emphasizes that failure is still part of the process. Treating Retreats as a Business (00:07:37) Urges listeners to approach retreats professionally, not as a hobby, and to invest in education and growth. Importance of Community (00:08:40) Highlights the role of community and support in overcoming challenges and learning from others in the industry. Continuous Learning and Industry Evolution (00:09:45) Stresses the importance of ongoing learning, innovation, and collaboration in the ever-evolving retreat industry. Encouragement and Call to Action (00:10:53) Encourages listeners to keep moving forward, join the community, and treat their retreat business seriously. /episode/index/show/happyhourpodcast/id/39023110

EP 248 Why Retreat Leaders Who Don’t Evolve in AI + SEO Will Be Left Behind 11/13/2025

EP 248 Why Retreat Leaders Who Don’t Evolve in AI + SEO Will Be Left Behind If you’re still marketing your retreats like it’s 2022, you’re already behind. In this solo episode, Shannon Jamail drops the truth about how the digital marketing landscape has shifted - and why AI integration isn’t optional anymore. From Google rewriting your meta descriptions to the rise of algorithmic visibility, the retreat industry is evolving fast. Shannon breaks down how retreat leaders can start using AI tools strategically - not just for blogs and social media, but to analyze data, personalize messaging, and scale visibility. She also gives a sneak peek at the Full AI + Marketing Blueprint that she, Erin Haag, and Alison Katschkowsky will unveil at the Retreat Industry Forum in Denver. Because what worked last year? Isn’t what’s working now. Key Takeaways AI is changing how every digital platform decides who gets seen. Your content needs to speak to humans and machines to stay visible. AI isn’t here to replace your creativity — it’s here to free you to create more connection. Marketing that worked a year ago is outdated today. You need a plan that evolves as fast as technology — and that’s what’s coming at the Forum. The Retreat Industry Forum — May 14–17, 2026 | Denver, CO Learn more at The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | --------- Timestamps Introduction & Podcast Overview (00:00:02) Shannon introduces herself, the podcast, and the focus on building profitable, impactful retreat businesses. Why AI & SEO Matter Now (00:01:16) Explains why traditional marketing is outdated and the necessity of integrating AI and SEO into retreat marketing. The Shift in Marketing: Context & Authority (00:02:21) Discusses how AI is changing marketing from keywords to context and authority, and the importance of adapting quickly. AI’s Impact on Digital Visibility (00:03:28) Describes how platforms use AI to determine visibility and why digital presence must be optimized for both humans and AI. Google’s AI Meta Descriptions & Forum Promo (00:04:27) Mentions Google testing AI-written meta descriptions and promotes the upcoming Retreat Industry Forum. Practical Ways to Use AI in Retreat Marketing (00:05:36) Outlines actionable AI strategies: smarter research, automatic content repurposing, performance analysis, and personalized communication. The Need for Strategic, AI-Optimized Content (00:07:48) Emphasizes that visibility now depends on algorithmic, AI-optimized content, not just posting attractive photos or reels. /episode/index/show/happyhourpodcast/id/39007685

EP 247 Redefining Tantra and Running a Profitable Retreat Business with Justin Gottlieb 11/06/2025

EP 247 Redefining Tantra and Running a Profitable Retreat Business with Justin Gottlieb In this episode of The Retreat Leaders Podcast, Shannon sits down with Justin Gottlieb - a sexual freedom coach, Tantra practitioner, and retreat host who transitioned from the corporate world to full-time facilitation. Together, they unpack what Tantra really is (and isn’t), how to maintain integrity in intimate retreat settings, and why it’s time for more men to step into leadership roles in the wellness and retreat space. Justin shares how he and his co-facilitator Leola create transformational retreats rooted in safety, consent, and empowerment - and how they’ve built a sustainable retreat business model that honors both healing and profitability. If you’ve ever been curious about Tantra, gender balance in leadership, or how to elevate the professionalism of your retreat business, this episode is a must-listen. Key Takeaways Tantra is more than sexuality - it’s about energy, presence, and deep personal growth through mindfulness, breathwork, and embodiment. Safety and consent are non-negotiable: Justin and Leola’s application and interview process ensures aligned participants and safe group dynamics. Professionalism matters: Transparent communication with venues and strong operational systems allow facilitators to focus on transformation instead of logistics. Masculine–feminine balance: Co-facilitation across genders can create more grounded and powerful retreat experiences. Retreats as a real business: Pricing, screening, and intentional marketing are essential to attract committed clients and avoid burnout. Episode Highlights [02:15] Justin’s transition from corporate life to Tantra and retreat facilitation. [07:40] Redefining Tantra and clearing misconceptions about Neo-Tantra. [14:10] How Justin screens participants and ensures emotional safety. [19:25] The power of venue transparency and building trust with hosts like Retreat Ranch. [25:50] Why masculine presence is vital in retreat leadership. [32:00] Pricing, profitability, and shifting the scarcity mindset in the retreat industry. Listen to This Episode If You: Want to better understand Tantra from a grounded, professional lens. Are interested in how men can contribute meaningfully in the retreat space. Need inspiration for creating safer, more inclusive, and more profitable retreats. Are a retreat leader looking to blend purpose and profit without compromising integrity. Connect with Justin: Instagram: @tantralovecoach The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | -------------------- Timestamps Justin’s Background & Journey to Tantra (00:02:16) Justin shares his transition from corporate to coaching, focusing on intimacy, sexuality, and tantra. First Retreat Experience & Organization (00:03:48) Discussion of Justin’s first retreat, its organization, and Shannon’s impressions as a venue owner. Misconceptions About Tantra (00:04:43) Justin addresses common myths about tantra, clarifying its true focus and practices. Ideal Retreat Attendees (00:06:42) Justin describes the types of people who attend his retreats and what draws them in. Screening Process & Boundaries (00:08:23) Justin explains his thorough screening process and the importance of boundaries for safety. Retreat Industry Forum Announcement (00:10:36) Shannon promotes the upcoming Retreat Industry Forum event in Denver. Venue Selection & Importance of Safety (00:11:55) Justin discusses what he values in a retreat venue, emphasizing safety, privacy, and support. Men in the Retreat Industry (00:16:43) Conversation about the underrepresentation of men as retreat leaders and the value of male facilitators. Profitability & Pricing Mindset (00:19:22) Discussion on treating retreats as a business, pricing strategies, and differences in mindset between men and women. Screening Through Pricing & Value (00:20:50) Justin explains how pricing acts as a screening tool and why higher investment leads to better outcomes. Scholarships & Guest Challenges (00:22:41) Both discuss challenges with scholarship attendees and the importance of a strong screening process. Market Rate & Industry Mindset (00:23:28) Shannon and Justin talk about raising market rates and shifting scarcity mindsets in the industry. Value Perception & Pricing Story (00:24:23) Justin shares a story illustrating how higher prices increase perceived value and participant commitment. How to Connect with Justin (00:26:30) Justin provides his contact information and describes his offerings for those interested in working with him. Episode Wrap-Up & Outro (00:27:25) Shannon thanks Justin, closes the episode, and shares where to find more resources. /episode/index/show/happyhourpodcast/id/38910745

EP 246 A Guest Experience and Real Talk on Women’s Wellness & Retreat Leadership with Remi Gibbs 10/30/2025

EP 246 A Guest Experience and Real Talk on Women’s Wellness & Retreat Leadership with Remi Gibbs In this heartfelt and honest episode of The Retreat Leaders Podcast, Shannon Jamail reconnects with former retreat guest and midlife women’s life coach, Remi Gibbs, to talk about everything from freezing yurts to forgiveness-and how retreats offer powerful portals for healing and purpose. Together, they dive into: Remi’s unforgettable experience at Retreat Ranch (spoiler: it involves a hot tub and sub-zero temps) The difference between acceptance and true forgiveness—and why that distinction matters How Shannon handled an unexpected power outage like a pro (a lesson in leadership grace) The untapped power of retreats for women navigating midlife, menopause, and major life transitions Why healthy habits and hormonal support are non-negotiables for long-term transformation Whether you're a retreat leader or a woman in the middle of her own life reinvention, this episode is your permission slip to show up real, resilient, and ready to grow. Learn more: Midlife Life Coach + Founder of [Renovated Realities] Instagram: LinkedIn: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------- Timestamps: Welcoming Remy Gibbs & Reconnecting (00:01:45) Shannon welcomes Remy, reminisces about their last meeting in 2022, and discusses staying in touch. Remy’s Retreat Experience: The Freeze & Connection (00:02:25) Remy recalls attending the 2022 retreat, challenges with a freeze and heater issues, and the value of connecting with others. Forgiveness vs. Acceptance Discussion (00:03:21) Remy shares a personal story about forgiveness, acceptance, and how the retreat helped her move forward. The Stress Reduction Workshop & Forgiveness Process (00:04:04) Shannon and Remy discuss the impact of forgiveness, the difference from acceptance, and how it affects personal growth. Tools for Healing and Teaching Others (00:06:22) They talk about the importance of having tools for healing and teaching others to build better coping mechanisms. Handling Challenges as a Retreat Leader (00:06:46) Shannon describes dealing with Texas freezes, the importance of flexibility, and adapting to unexpected situations at retreats. Choosing the Retreat: Remy’s Motivation (00:08:52) Remy explains why she chose Shannon’s retreat, her personal struggles, and the importance of location and agenda. Evolving Retreat Agendas & Flexibility (00:10:14) Shannon discusses how her retreat agendas have evolved to allow more flexibility and self-care for attendees. The Importance of Recovery and Responsiveness (00:12:12) Remy and Shannon emphasize the importance of recovery when things go wrong and how leaders respond to challenges. Transition to Remy’s Work & Life Coaching (00:14:39) Shannon invites Remy to share about her work as a certified life coach, focusing on women in midlife. Navigating Midlife: Health, Habits, and Purpose (00:15:01) Remy discusses midlife challenges, healthy habits, mindset shifts, and finding purpose during menopause and beyond. Community and Support in Midlife (00:21:43) They highlight the importance of community for women in midlife, especially during menopause, and how retreats foster this. Medical Support and Mental Health in Menopause (00:23:03) Remy and Shannon discuss the need for specialized medical support, mental health challenges, and historical context of menopause. Encouragement for Retreat Leaders & Collaboration (00:24:31) Shannon encourages retreat leaders to educate themselves on midlife issues and consider collaborating with experts like Remy. Remy’s Contact Information & Episode Wrap-Up (00:25:10) Remy shares her website, Shannon wraps up the episode, and they express excitement about future connections. /episode/index/show/happyhourpodcast/id/38426585

EP 245 Lead the Retreat, Don’t Burn Out: Energy + Values for Sustainable Leadership with Lucy Dutton 10/23/2025

EP 245 Lead the Retreat, Don’t Burn Out: Energy + Values for Sustainable Leadership with Lucy Dutton In this uplifting and practical episode of The Retreat Leaders Podcast, Shannon Jamail is joined by UK-based performance coach and former professional dancer Lucy Dutton to talk about something not enough retreat leaders are addressing: how to lead retreats without sacrificing your own well-being. Lucy shares her powerful journey from the high-stakes world of professional dance to wellness and peak performance coaching—and how her deep understanding of energy, values, and leadership now helps retreat leaders avoid burnout. Together, they explore: ✅ Why energy management matters more than location or food ✅ The hidden danger of leading retreats while running on empty ✅ How to use your personal values as a decision-making compass ✅ Why your environment directly impacts your energy ✅ The difference between holding space and emotionally oversharing ✅ How to stay inspired and grounded even during high-demand retreats Whether you're planning your first retreat or you're a seasoned pro, this conversation will help you lead from a place of calm, clarity, and conviction. About Lucy: Lucy J Dutton is a certified peak performance coach and speaker , international best selling author with 30 years of experience coaching entrepreneurs on productivity, goal setting, and transforming limiting beliefs. She empowers female holistic service based entrepreneurs and small business owners to become peak performers in life and business. So that their business grows easily, and they experience fulfilment and joy in their personal life. Lucy was a professional dancer for 10 years and has been an entrepreneur and coach for over 3 decades. Despite the fact that she used to be painfully shy, she found her voice by pushing through the awkward and uncomfortable times. Gradually building her self-confidence and self-belief. She has founded her own Holistic Peak Performance Coaching business to complement the health coaching she was already doing. With health and fitness being the foundation of everything she does. Learn more: https://lucyjdutton.com/ The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------- Timestamps Guest Introduction: Lucy Dutton’s Background (00:01:43) Lucy shares her journey from professional dancer to peak performance coach. The Demands of Dancing and Self-Care (00:04:08) Discussion about the physical and emotional demands of dancing and the importance of self-care. Retreat Leaders’ Energy Drain (00:05:35) Shannon describes how retreat leaders often neglect their own well-being, leading to exhaustion. The Importance of Energy and Daily Practices (00:07:32) Lucy explains the significance of maintaining personal energy and implementing daily self-care practices. Understanding and Aligning with Core Values (00:09:09) Lucy discusses discovering personal values and how misalignment can affect retreat experiences. Creating Supportive Environments (00:10:24) Lucy outlines the importance of physical, social, and informational environments for retreat leaders. Avoiding Negative Influences and Comparison (00:11:55) Shannon emphasizes avoiding negative news, unsupportive people, and comparison with other retreat leaders. Deep Dive into Values and Retreat Alignment (00:15:50) Lucy explains how knowing your values helps in choosing the right retreat venues and collaborators. Energy as the Key to Retreat Success (00:19:22) Shannon highlights that a leader’s energy can make or break a retreat, outweighing venue or food quality. How to Work with Lucy Dutton (00:20:14) Lucy shares how listeners can connect with her for coaching and personal development. Episode Wrap-Up and Resources (00:21:10) Shannon thanks Lucy, mentions additional resources, and closes the episode. /episode/index/show/happyhourpodcast/id/38426155

EP 244 Building Profitable Retreats Through Relationships with Lesley Jordan 10/16/2025

EP 244 Building Profitable Retreats Through Relationships with Lesley Jordan In this heart-filled and high-impact episode of The Retreat Leaders Podcast, Shannon Jamail sits down with luxury couples retreat host Lesley Jordan to explore the real keys to retreat success-and spoiler alert: it’s not just about the perfect venue or a pretty website. From her beginnings as a travel agent to launching powerful, profitable retreats for couples of all backgrounds, Lesley shares how mentorship, strategic pricing, and relationship-first marketing changed the game for her. Together, Shannon and Lesley dig into: How to actually pick the right business coach (hint: ask about profit) Why building real connections beats flashy marketing What it takes to design inclusive retreats that sell out and transform lives The truth about vetting mentors in a saturated online space Lesley’s upcoming LGBTQ+ and heterosexual couples retreats focused on love, intimacy, and reconnection If you’re building a retreat brand that centers around depth, authenticity, and aligned growth—this one’s for you. Learn more: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------------- Timestamps: Introducing Leslie Jordan (00:01:00) Shannon introduces guest Leslie Jordan, highlighting her energy and inviting her to share her background. Leslie’s Journey to Retreats (00:01:35) Leslie shares her transition from travel agent to retreat curator, focusing on luxury retreats for couples and women. The Power of Coaching in Retreat Business (00:02:25) Discussion on meeting through a coach, the importance of having a coach, and the loneliness of entrepreneurship. Finding the Right Coach (00:03:16) Leslie describes her experience with different coaches, learning about business models, pricing, and defining her retreat offerings. Building Relationships Over Pretty Marketing (00:04:00) Leslie explains the importance of building genuine relationships with clients, not just relying on attractive websites. Creating Lavish Couples Retreats (00:05:02) Leslie talks about launching her own retreat business, focusing on reconnection and intimacy for various types of couples. The Value of Multiple Coaches (00:05:24) Shannon and Leslie discuss the benefits of having more than one coach with different expertise. Marketing vs. Selling & Relationship Building (00:06:02) Emphasis on turning marketing activities into real relationships and the changing landscape of the retreat industry. Learning Strategy and Pricing (00:06:52) Leslie shares how her coaches helped her with sales strategies, pricing, and repeat business. Choosing Experienced Coaches (00:07:29) Shannon stresses the importance of working with experienced coaches who understand the retreat business deeply. Treating Retreats as a Business (00:09:00) Discussion on treating retreats as a business model, not just an event, and integrating it with other offerings. Overcoming Fear and Stagnation (00:09:18) Leslie recounts how the wrong coaching held her back and how the right coaches helped her move forward. Vetting Coaches and Profitability (00:10:36) Advice on vetting coaches, asking about their experience, and ensuring they understand profitability in retreats. Industry Trends and Red Flags (00:11:37) Warning about inexperienced coaches and the importance of understanding all aspects of the retreat business. Profitability is Essential (00:11:59) Shannon and Leslie agree that breaking even is not a sustainable business model for retreats. Attending Retreats as Research (00:12:31) Leslie shares the value of attending retreats, especially those hosted by your coach, to learn logistics and marketing. The Importance of Being an Attendee (00:13:11) Shannon emphasizes that aspiring retreat leaders should attend retreats themselves to gain perspective. Community and Networking Benefits (00:15:07) Discussion on the community, networking, and collaborations that come from being part of a coaching group. Ongoing Value of Retreat Attendance (00:16:24) Leslie and Shannon discuss the ongoing benefits of attending retreats, including support, networking, and personal growth. Leslie’s Upcoming Retreats (00:17:18) Leslie shares details about her upcoming retreats for LGBTQ+ and heterosexual couples, and her inclusive approach. How to Connect with Leslie (00:18:52) Leslie provides her website and social media handles for listeners to learn more or join her retreats. /episode/index/show/happyhourpodcast/id/38253080

Special Release: Launching The Retreat Industry Forum: Be the First to Access VIP Tickets! 10/15/2025

Special Release: Launching The Retreat Industry Forum: Be the First to Access VIP Tickets! Shannon Jamail, Erin Haag, and Alison Katschkowsky come together on this special episode to officially announce the Retreat Industry Forum happening May 14–17, 2026 in Colorado. In this conversation, they share the vision behind the event, why this gathering is unlike anything else in the retreat industry, and what attendees can expect-from powerful keynotes and interactive workshops to a VIP experience designed for deeper strategy and connection. The big news? The interest list opens TODAY (October 15th) for 10 days only! Those on the list will have first dibs at VIP tickets before they’re released to the general public on November 1st. If you’ve been waiting for your chance to learn from top retreat leaders and transform the way you build, market, and profit from retreats, now’s the time to get in early Get on the list: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----- Timestamps Guest Introductions & Excitement (00:01:16) Shannon welcomes Aaron Hague and Alison Kaye, expressing excitement about a big announcement. How the Collaboration Began (00:01:40) Speakers discuss how their partnership started, referencing a seed planted in May 2025 in Champagne, France. How They Met & Initial Connections (00:02:06) The group shares how they met online, became aligned, and eventually met in person at a retreat. Industry Frustrations & Shared Values (00:03:39) Speakers discuss frustrations with the retreat industry’s mindset and their shared business-focused approach. Business Perspective on Retreats (00:05:02) Alison emphasizes treating retreats as serious business ventures, not just fun getaways. Aaron’s Background & Industry Disruption (00:06:01) Aaron shares her business background and how she became an “accidental disruptor” in the retreat industry. Profit, Impact, and Industry Mindset (00:09:08) The group discusses the false separation of profit and impact, and the prevalence of scarcity mindset. Retreats Beyond Wellness & Industry Vision (00:09:55) Aaron highlights that retreats exist beyond wellness/spirituality and introduces their vision to elevate the entire industry. Announcement: Retreat Industry Forum (00:11:38) The team announces the Retreat Industry Forum, a three-day event in Colorado to help retreat leaders build profitable businesses. Event Details & Waitlist Information (00:12:44) Aaron explains the event dates, waitlist process, VIP tickets, and opportunities for vendors and sponsors. What to Expect at the Forum (00:14:28) Details on the forum’s content, including sharing proven strategies and bringing in industry experts. Encouragement to Join & Industry Movement (00:16:35) Speakers encourage listeners to join the event, emphasizing collaboration, industry growth, and the importance of being “in the room.” The Power of Saying Yes & Collaboration (00:18:42) They reflect on how collaboration started by saying yes to opportunities and the importance of networking. Closing & Call to Action (00:20:07) Final reminders to join the event, check the website, and stay tuned for more details. Podcast Outro (00:20:25) Shannon thanks listeners, encourages subscribing, and shares where to find more resources. Are you happy with the results? /episode/index/show/happyhourpodcast/id/38455980

EP 243 Profitable Without Pressure: Why You Don’t Need to Do It All to Run a Successful Retreat with Anna VanAgtmael 10/09/2025

EP 243 Profitable Without Pressure: Why You Don’t Need to Do It All to Run a Successful Retreat with Anna VanAgtmael You do not have to run yourself ragged to host powerful, profitable retreats, and this episode is proof. In this honest and hilarious conversation, Shannon Jamail sits down with Anna VanAgtmael, founder of Wandering Roots and host of 22 retreats since 2018, to explore how retreat leaders can ditch the pressure, drop the people-pleasing, and build a business that’s both meaningful and sustainable. They dive into: The biggest mistakes new retreat leaders make (and how to avoid them) Pricing with confidence and energetic alignment Why less on the itinerary often leads to more transformation How to stop comparing your retreat to everyone else’s Whether you're an aspiring host or a seasoned retreat pro, this conversation will give you the permission slip you didn’t know you needed: you don’t have to do it all to make it amazing. Connect with Anna: Instagram: @yourwanderingroots Special Offer: Build a profitable retreat in one minute per day: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------------------------------- Timestamps: Introduction & Host Welcome (00:00:02) Shannon introduces the podcast, its purpose, and encourages listeners to subscribe and leave reviews. Guest Introduction: Anna’s Background (00:01:13) Anna is introduced; she shares her experience hosting retreats and helping others plan profitable ones. Anna’s Journey to Retreats (00:02:23) Anna describes her transition from lab manager to retreat leader after a car accident and discovering yoga. Current Retreat Structure & Ideal Guests (00:03:46) Anna explains her current retreat schedule, types of retreats, and the demographics of her typical guests. Transitioning & Scaling Back Retreats (00:05:00) Discussion about scaling back the number of retreats to focus on quality and personal fulfillment. Avoiding Burnout & Preserving Passion (00:06:04) Anna and Shannon discuss the importance of not overworking and maintaining excitement for each retreat. Profitability Without Pressure (00:07:19) Exploring how retreats can be profitable without feeling pressured to do everything or mimic others. Retreats: Business vs. Expensive Hobby (00:09:29) Emphasis on treating retreats as a business, not just a passion project or costly hobby. Letting Go of People-Pleasing & Overstuffed Itineraries (00:11:03) Advice on avoiding over-scheduling and people-pleasing, and ensuring retreats have free time and focus. Pricing, Money Beliefs, and Value (00:13:13) Discussion on pricing retreats, overcoming limiting beliefs about money, and ensuring energetic alignment with pricing. Gender Differences in Pricing & Money Mindset (00:15:04) Comparison of how men and women price retreats, and the impact of cultural money beliefs. Profit, Burnout, and Lifestyle Alignment (00:17:24) Importance of pricing for sustainability and creating a lifestyle you enjoy, not just covering costs. Common Mistakes & Lessons Learned (00:18:34) Anna shares mistakes like trying to do everything alone, not arriving early, and the value of support staff. Arriving Early & Staying After Retreats (00:20:15) Best practices for arriving before and staying after retreats to ensure smooth experiences and self-care. Self-Care for Retreat Leaders (00:21:34) The importance of post-retreat downtime, rest, and self-care for leaders after guests depart. How to Connect with Anna (00:22:40) Anna shares her websites for those interested in attending or planning retreats with her. /episode/index/show/happyhourpodcast/id/38187300

EP 242 Ready, Set, Retreat: 12 Questions Every Retreat Leader Needs Answered 10/02/2025

EP 242 Ready, Set, Retreat: 12 Questions Every Retreat Leader Needs Answered In this solo Q&A episode, Shannon Jamail tackles the 12 most frequently asked questions from aspiring and experienced retreat leaders alike. From knowing when you’re truly ready to host a retreat, to choosing the right venue, pricing for profit, and marketing without sounding salesy, Shannon covers it all with no-fluff, straight-shooting advice. Whether you're just starting out or looking to sharpen your strategy, these questions are the ones that come up in her DMs, workshops, and mastermind calls every single week. With years of experience as a retreat host and venue owner, Shannon shares what works (and what to avoid) so you can build profitable, transformational retreats with confidence. You’ll walk away with clarity, strategy, and a new level of confidence around your retreat business! The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | Automatically Transcribed With Podsqueeze Shannon Jamail 00:00:02 Welcome to the Retreat Leaders podcast. The show for visionary coaches, healers, wellness pros and small business owners who aren't just here to host another feel good getaway, but to build a profitable, impactful retreat business. I'm your host, Shannon Jamail, retreat strategist, business mentor, and owner of a 46 acre retreat center. I've hosted over 100 retreats around the world, and I've made every mistake so you don't have to. Each week we'll dive into the mindset, marketing, money, business and mechanics behind sold out profitable retreats. Plus, hear from expert guests who are walking the talk. Whether you're planning your first retreat or scaling your 100th, you're in the right place. Welcome to the show. Hey, guys. Welcome to our welcome back to the Retreat Leaders podcast at Shannon. I am coming off of an Incredible three day conference that I cannot wait to tell you guys more about. I'm still processing, but it literally is going to change how I show up in what I do and just how I show up as a human. Shannon Jamail 00:01:10 I'm that excited about it. But today, what we're going to talk about is the top 12 questions I get asked all the time, whether it's from podcast listeners or in my Facebook group or emails or messages like these are the top 12 questions that I get asked all the time. All right, let's dig in. First one, how do I know if I'm ready to lead a retreat? This is such a good question. And actually, if you're asking this question, you're on the right track, period. Because I think too many times people just jump in, they start planning things and making websites and all this stuff, and they have not done any of the work that's really required in order to start hosting retreats. And the first one is asking yourself, how do I know if I'm ready? And to me, there's a few things. The first one is do you have a clear purpose for the retreat? Not just a desire to travel or gather people, but like a clear purpose, a clear promise? What is the transformation? What is the guest going to experience and feel, and what's going to be different at the end of your retreat? Is it super clear? Are you super clear on who you're going to serve? Who is that guest? And I mean super clear. Shannon Jamail 00:02:24 Like crystal clear. That guest has a name. It's a full avatar. It is. You know exactly who they are, where they live, how much money they make, if they're working out of the home, if they're working in the home, you know where they shop. You know what social platforms they're on. You know exactly who this person is that you are marketing to. So crystal clear on the promise, the transformation and crystal clear on who you are serving. And this isn't just I think I know and go for it. No, this is writing it down. Journaling it out. Getting really deep and nitty gritty in knowing who this person is and what the promises of the transformation is. I cannot emphasize this enough how important this is. So those are the first two things that are really important, because the confidence is going to come from the clarity. Like, truly, your confidence will come from the clarity of knowing exactly who you're going to serve and exactly how you're going to serve and how they're going to feel at the end of your retreat, the transformation that you're going to facilitate. Shannon Jamail 00:03:25 So that's super important. Before you start hosting, before you even put together anything, there's two things I think you should do. Also the first one is attend retreats. If you've never attended a retreat, you have no business hosting a retreat. I'm just going to say it just like that. You have no business hosting retreats if you're not attending retreats. And when you do start hosting retreats, you should continue to attend retreats. You have to walk the talk. Okay. So attend retreats. You're going to learn so much on retreats. First of all, you're going to get whatever transformation they are promising ideally. But also you're going to learn. What did you love about it? What did you not like about it? How are you going to structure your retreat by the things that you learn from that retreat? Now, that does not mean that you go copy somebody retreat. That's not cool. This is just about market research and understanding what you like as a person and then taking that into your retreat space. Shannon Jamail 00:04:26 So please understand the difference of that. But you should be attending retreats. The other thing is I highly recommend this, but it's not as important, although I might argue with myself on that. Go work retreats. Go work at a retreat. I have a work exchange program for almost all of my retreats. Lots of hosts offer work exchange type of positions, or there's retreat centers. Whatever it is, however you get in there, go work a retreat. And when you do ask how you can really help behind the scenes as well. I have hosted or I have helped a few retreat leaders that at the end of hosting their own retreat, they're like, this is not for me. This was so much more work than I thought it would be. I was physically and emotionally drained. I do not have the capacity capacity for it or the like for it, whatever. And so they spent a lot of time and money and energy building up this retreat brand, hosting their first retreat, and then realizing, I don't like this. Shannon Jamail 00:05:26 No thank you. And so go work a retreat. If you do those few things, know exactly who you're going to serve, what you're going to serve, what the transformation is. You attend retreats and work retreats. You will know at the end of that if you are ready. Okay. At that point, if you still feel like, yes, this is what I want to do, then go for it. Question number two how far in advance should I start planning my retreat? This will vary by a couple of variables, I would say. And also, by the way, it varies by your demographic. It varies by your geographic. It varies by your community. As far as do you have an established community? There's so many variables. So I don't feel like there's a one size fits all, but ideally there's somewhere between the 9 to 12 month range. You could go as low as six months. I would not put together a retreat with less than six months. That's just me. Shannon Jamail 00:06:22 There might be other people out there that will tell you differently, but I wouldn't do it with less than six months. And so the 9 to 12 really, again, it varies. Like for me, my international retreats, I actually plan them two years in advance. And that's for a number of reasons, a lot to do with me personally. And so my retreats that are in my home country, it's definitely 12 months. Part of that too, is I own a venue, and so just having to schedule in things appropriately, like it's just a whole thing, but I really start marketing somewhere between 6 to 9 months. That's when I'm marketing, and that's what I'm selling is between 6 to 9 months. Now, have I seen retreat leaders do it within 2 to 3 months? Yes I have. They're very much exceptions to the rule. Usually. Usually it's because they have a very big community. It's because they've done it before. It's because the community's begging for it. There's just those very active, engaged things that are happening that they are able to do that and and make it work successfully. Shannon Jamail 00:07:29 Otherwise, again, 9 to 12 months, as little as six months, depending on where you're at and all of that type of thing. If you've answered question number one and you know you still want to do retreats, I would start building an interest list right then and there. Without even having your dates or anything, I would just start building your interest list. So that's just an FYI. Okay. Question number three how do I choose the right location or venue? So I've answered this in our podcast and I've blogged about it. And so there's different resources that you can find that I've already talked about this, but here's what I will say. You need to think about who your ideal guest is. That avatar we talked about like what's their vibe? What is approximately their budget? What's their travel comfort level like? For instance, for me, I thought about hosting a retreat in Greece. But when I realized for me personally, coming from Austin, Texas, how long it was going to take me to get there and how many planes and boats and shuttles I had to get on, I was like, that's just not for me. Shannon Jamail 00:08:30 And it's it's just an incredible location. By the way, there is no knocking that Greece is an incredible location to host, but I'm not interested in going through that much travel to get there. And so it's probably never going to be on my list. Thinking about your ideal guest, what do they prefer? What amenities are important to your ideal guest. For instance, I had somebody actually contact me or contact the ranch a couple of days ago who I know personally. And she was like, you know, is this a good space for a luxury grieving retreat for women? And my answer is probably not retreat ranch. I listen, I'm biased. Retreat ranch is badass, okay. And the people who have come through here will tell you how badass it is. But I would not at all consider us a luxury venue. We are rustic chic luxury. I mean, we have incredible mattresses, we have bamboo sheets, we have curated products like there's lots of things and amenities and pieces that would be considered luxury. Shannon Jamail 00:09:28 But as a whole, our facility and our our, our retreat center is not a luxury retreat center. And so just knowing what your ideal guest needs and wants and that it matches you as well, right? Is it matching your needs? Because usually your ideal guest, your avatar, is you, but maybe a few steps behind, right? You've got tools, you've got transformation for them, you've got knowledge for them, but they're somewhat aligned with you. So what do you like? What's important to you? Is it important for it to be nature based? Is it important to have conference rooms like all of that stuff's important, I would say avoid choosing solely on price or aesthetics. You're looking for function support, vibe alignment. Okay. And so really think about what kind of support you would need as a host, especially if you're first time host. And does that facility provide that? Most rental facilities do not unless they are a retreat center. And so just keep that in mind, okay. Shannon Jamail 00:10:26 When you're looking for venue, hey retreat leaders, listen up. If you've been struggling to price your retreats, fill your retreats, or even start your retreat business, this is your moment. I'm hosting a one day High Impact workshop in London on October 10th. Designed to help you plan price, market and profit from transformational retreat Whether you're just starting out or scaling to your next level. This room is where your clarity begins, and you want to be in rooms that actually level up your business. By the way, it's a total business write up. What better way to visit London and write it off for business? Grab your spot now at Retreat Pro Workshop or click the links in the show notes. I'll see you in London. Next question. What's the right price to charge for my retreat and how do I justify it? I get this all the time, so I really get it. Especially at our venue, new hosts will say, what should I charge for this? And my answer is always, that's up to you. Shannon Jamail 00:11:27 And here's why. I have had hosts come in my ranch and charge $10,000 per person for a three night stay. That includes specific things, and I have heard hosts come to the ranch and host a three night retreat and charge less than $1,000 per person. Let that sink in for a minute. And by the way, both were sold out. So it really, really depends. What are you promising? What is the transformation? My $10,000 a person, retreat host is very niched, very specific, very exclusive. It is. I mean, it's it's a very specific demographic. Okay, so the more niched you get and the more specific you get and the more tools you're providing, the more that has value to it. Okay. So it just depends. You do not though, price it based on how much the venue cost, the food cost, the instructor's cost. Like that's all. Yes, yes. As my friend Aaron Hague would say that, you know, reverse engineering price pricing based on like your desired profit, expenses, value, etc. it's using math, right? But you don't just use math to add up those primary things, you've got to add in your profit. Shannon Jamail 00:12:49 And what your profit is, is so much more than the time you spend at retreat. It's so much bigger than that. It is your experience, your education, like everything that makes you who you are. Okay, so yes, use math, venue, food, all the expenses. And listen y'all, there's so many more expenses than venue food and goodie bags and like, there's so much to it. Are you adding your Canva cost? Are you adding credit card fees? Are you adding any, marketing, your own travel fees, gas, parking, whatever it is like? There's so much more to it. So make sure you have a budget sheet, but use math. Add in your profit. Also, add in what you would pay yourself at a retreat that's part of the payroll. So you're kind of getting paid twice, but really not. So you're getting paid payroll for working the retreat, just like you would pay some other person who's like in charge, like a manager, Right? Then you're also building in the profit. Shannon Jamail 00:13:47 The profit is what goes back into the business typically. Right. I love this. This is definitely straight from my friend Aaron Haig. I've never described it like this before, but it's described perfectly that way. And so there's so much that gets put into that price of the retreat. You really have to sit down, do the math, put it on a spreadsheet, map it out. Exactly. And then the numbers don't lie. And then you get an idea of what you should charge at that point. And here's what I also say. We get a lot of retreat leaders who are like, well, when they're sharing a bed, shouldn't it be half cost? No it shouldn't. Could there be a small discount because they share a bed? Yes. But all the other costs are the same per person, right? And so don't get confused in that. But here's at the end of the day what really needs to happen. You price with confidence. You need to be so confident in what you're offering and the transformation you're promising and the experience you're promising that you feel good when you say, my retreat is $6000 or $2000 or $20,000, like whatever it is, you need to feel so good. Shannon Jamail 00:14:53 And if it doesn't excite you at that rate that you have, then it's too low. It's too low. It needs to excite you. You need to be like, yes, I am so excited to do this retreat. I'm so excited to serve the people that show up here. I cannot wait to take them through this experience and this transformation, because profit and money has an energetic exchange too. So you need to be excited. Hopefully that helps a little bit. All right, next question. How do I market my retreat without sounding salesy my husband would say sales is a noble job, damn it. And it is. There's you know, there's just such a stigma around sales. But here's the truth. If you're not selling, you are not going to get the maximum return in your business. You cannot rely on marketing alone. By the way, there are two different things, Okay. You need to be selling. Marketing is attracting. Selling is closing. Okay? When it comes to selling, you sell with a story. Shannon Jamail 00:15:52 The value, the transformation. Not three nights in a luxury hotel. Yoga every day. Chef prepared meals. That's not it, y'all. That's not it. What's the story? What's the value? What's the transformation? And you use a combination of social proof, behind the scenes, all that stuff. But here's the real thing. You need to ask for the sell. I know, but let's let's imagine you've put together this incredible experience and a client that you've worked with in some other capacity, maybe coaching or something, somebody that, you know, you know, if they went on this retreat, it would change their life. Like you feel that. Call them, send them a video message, send them a voice memo and say, hey, Shannon, I just created this retreat that I'm so excited about and you came to mind and I think you would get so much value out of it. Can I share some details or set up a call to talk to you about it that's selling. You send out a newsletter. Shannon Jamail 00:16:49 People click on the link to find out information about your retreat. You reach out to each person that clicked on the link that's selling. So if you're not selling and you're only marketing, you are missing a ton of opportunity. I'll just leave it at that. Okay. Next one. How do I make sure my retreat actually makes a profit? I think we covered a lot of this already, but I think what I can say to this is budget meticulously. Budget meticulously. You would be shocked at the expenses that come up that you weren't prepared for, because not only should you budget meticulously, but you also want to add a cushion. On top of that, one of the members in my Retreat leader membership program was asking the other day about what they should do with food costs because the retreat is in a year from now, but the prices that they're getting today may not be the exact food cost. Right? And I'm like, you're right, there should be a cushion. The only thing that's completely locked in it should be completely locked in is your venue, because that's contracted. Shannon Jamail 00:17:54 Now, if you've contracted with a chef and they have put their own cushion into their prices because food, let's just be honest, food has been skyrocketing all over the place. Then you have a contracted price in there, but usually in a chefs contract it will have some wiggle room because the cost of goods could change. So budget, budget and then add a cushion. That's super important. The other thing that you can do and consider is what are you going to sale sell at your retreat? Like how are you going to continue this work that you're doing and how can you bring it into your business? Are you going to offer a coaching program, a mastermind program? Are you going to offer products themselves. Like what could you offer on your retreat that continues this relationship? are you ready to sell your next retreat on this retreat? Let me tell you something. When we are there at the retreat, like, okay, an example, this conference that I just left, I'm like, how can I sign up for the next one right now? Like, I want to sign up for the next one right... /episode/index/show/happyhourpodcast/id/38185525

EP 241 Planning Purpose-Driven Retreats with Amity Cooper of 1890 & Wayfinding Ranch 09/25/2025

EP 241 Planning Purpose-Driven Retreats with Amity Cooper of 1890 & Wayfinding Ranch In this episode of The Retreat Leaders Podcast, Shannon Jamail sits down with Amity Cooper, a licensed mental health professional turned ranch retreat host in Colorado. Together, they dive into the world of nature-based retreats, horse-led healing, and the business foundation every retreat leader needs to succeed. Amity shares her transition from private practice to owning and operating two stunning ranches—1890 Ranch and Wayfinding Ranch—spanning 80 acres. With a clear North Star guiding her work, Amity emphasizes that profitable, sustainable retreats start with purpose. They unpack what it means to align your retreat business with your life goals, why planning 12+ months out is crucial, and the behind-the-scenes systems needed to avoid burnout and cancellations. Whether you're a venue owner or aspiring retreat host, this conversation is a must-listen for those wanting to build impactful and intentional retreats. Connect with Amity: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----------- Introduction & Guest Welcome (00:00:02) Shannon introduces the podcast, herself, and welcomes guest Amity Cooper, highlighting their similarities as venue owners. Amity’s Background & Ranch Story (00:01:46) Amity shares her journey from mental health professional to ranch and venue owner, and her motivation for creating retreat spaces. Is Hosting Retreats Right for You? (00:03:21) Discussion on evaluating if hosting retreats aligns with your lifestyle, goals, and business vision. Finding Your North Star & Why (00:04:18) Importance of identifying your purpose and motivation before starting a retreat business. Retreats as a Business, Not a Hobby (00:07:07) Emphasizing that retreats are a serious business venture requiring a clear purpose and resilience through challenges. Pitfalls of Poor Planning (00:08:30) Warning against casually throwing together retreats without a clear plan or purpose. Vision vs. Implementation: Roles & Systems (00:09:31) Clarifying the need for systems, clear roles, and balancing vision with practical implementation. The Importance of a Business Plan (00:10:15) Stressing the necessity of a detailed business plan for each retreat, including logistics, budget, and marketing. Venue Owner Perspective: Spotting Unprepared Hosts (00:11:35) How venue owners can quickly identify hosts who lack planning and the importance of mutual fit. Booking Timelines & Commitment (00:13:19) Why venues require advance bookings and the risks of last-minute cancellations for both parties. Preparation vs. Spontaneity in Retreat Planning (00:14:56) Contrasting well-prepared hosts with those who approach retreats impulsively, and the consequences of each. Recommended Planning Timeline (00:16:06) Advice to start planning retreats at least a year in advance, with venue outreach 9-12 months before the event. Marketing & Booking Windows (00:18:06) Guidance on when to begin marketing and booking, emphasizing the need for early and thorough preparation. Learning Before Leading: Work Exchanges & Attending Retreats (00:19:49) Encouragement to gain experience by working or attending retreats before hosting your own. Amity’s Ranch Offerings (00:21:06) Amity describes her two ranch properties, their features, and the types of events they host. Closing & Resources (00:23:59) Shannon thanks Amity, recaps key takeaways, and shares where to find more resources and information. /episode/index/show/happyhourpodcast/id/37911165

[FIXED] EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce 09/19/2025

[FIXED] EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce In this episode of The Retreat Leaders Podcast, Shannon sits down with Mark and Lana from Blisstopia Retreats to talk about what it really takes to co-facilitate powerful retreats—and build a business together without losing your minds (or your marriage). Mark and Lana share their journey from psychotherapy and martial arts to running over 60 retreats and living on-site at their stunning Arizona retreat villa. With over 7,000 sq ft of curated wellness space, they've built a business based on balance, service, and transformation. You’ll hear: Why co-leading retreats is a dance of trust, clarity, and communication The pros and cons of living at your retreat property What makes a retreat center host different from a vacation rental owner Tips for thriving in a saturated retreat market A special offer just for podcast listeners Mention this episode and get $500 off a 3-day retreat rental at Blisstopia Retreats! Whether you host retreats solo, with a team, or dream of running your own retreat center, this convo will give you a behind-the-scenes look at how to lead with heart and strategy. Connect with Mark and Lana: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------------------Timestamps: Introduction (00:00:00) Overview of the podcast’s focus on retreat leadership, guest experiences, and marketing secrets. Introducing the Guests: Mark & Loni (00:00:25) Host introduces Mark and Loni, a couple running a retreat business together. Loni’s Background & Entrepreneurial Journey (00:01:48) Loni shares her psychotherapy, wellness, and entrepreneurial background, and how she met Mark. Mark’s Background & Transition to Retreats (00:03:28) Mark discusses his martial arts and coaching background, and their shift to retreats after the pandemic. Deciding to Open a Retreat Center (00:04:18) The couple describes the decision to sell everything and open a retreat center in Arizona. Transition to Co-Facilitating Retreats (00:05:21) Discussion on how they began co-facilitating retreats and integrating their skills. Why Retreats Over Other Wellness Businesses (00:05:56) Explaining the deeper impact of retreats compared to fitness or yoga classes. Mark’s Growth & Their Yin-Yang Dynamic (00:06:57) Mark’s journey into yoga and breathwork, and the couple’s complementary energies. Choosing & Setting Up Their Retreat Property (00:08:40) How they selected, purchased, and set up their Arizona retreat property. Hosting Other Facilitators at Their Space (00:11:37) They welcome other retreat hosts and describe the support they provide. On-Site Support & Services for Retreat Hosts (00:12:04) Details about their on-site help, meal services, and understanding retreat logistics. Host’s London Event Promo (00:13:00) Brief promotion for the host’s upcoming retreat mastermind event in London. Why Retreat Centers Are Preferred (00:13:41) Host explains the advantages of retreat centers over Airbnb/Vrbo for hosting retreats. Challenges of Building & Planning as a Couple (00:14:55) Discussion about the challenges of planning and building a retreat space together. Staying in Their Lanes & Defining Roles (00:15:19) How they maintain boundaries, respect, and trust by sticking to their strengths. Industry Struggles & Oversaturation (00:17:06) Mark discusses industry oversaturation and the challenges of inexperienced hosts. Struggles of Working as a Couple (00:19:03) The couple shares the realities of being together constantly and how they communicate. Industry Growth & Differentiation (00:20:20) Host reflects on industry growth, competition, and the importance of differentiation. Staying in Lanes: Host’s Personal Experience (00:24:29) Host shares her own experience working with her husband and the importance of defined roles. Living On-Site: Pros & Cons (00:26:32) Discussion about the benefits and challenges of living at the retreat property. Nature, Animals, and Sanctuary Vibes (00:27:10) Description of the property’s natural setting, animals, and peaceful atmosphere. Being On-Site for Emergencies & Support (00:29:42) Anecdote about stepping in for a retreat host in need and the value of being on-site. Host’s Perspective: Never Shutting Off (00:30:54) Host discusses the difficulty of separating work and home life when living on-site. Mark’s Family Resort Experience (00:33:12) Mark relates his experience growing up around a family-run resort. Constant Upkeep & Business Mindset (00:34:07) The ongoing nature of property maintenance and always being in business mode. Special Offer for Listeners (00:35:20) Mark and Loni offer $500 off venue rental for podcast listeners. /episode/index/show/happyhourpodcast/id/38271460

EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce 09/18/2025

EP 240 Running Retreats as a Couple: Behind the Scenes at Blisstopia Retreats with Mark and Lana Royce In this episode of The Retreat Leaders Podcast, Shannon sits down with Mark and Lana from Blisstopia Retreats to talk about what it really takes to co-facilitate powerful retreats—and build a business together without losing your minds (or your marriage). Mark and Lana share their journey from psychotherapy and martial arts to running over 60 retreats and living on-site at their stunning Arizona retreat villa. With over 7,000 sq ft of curated wellness space, they've built a business based on balance, service, and transformation. You’ll hear: Why co-leading retreats is a dance of trust, clarity, and communication The pros and cons of living at your retreat property What makes a retreat center host different from a vacation rental owner Tips for thriving in a saturated retreat market A special offer just for podcast listeners Mention this episode and get $500 off a 3-day retreat rental at Blisstopia Retreats! Whether you host retreats solo, with a team, or dream of running your own retreat center, this convo will give you a behind-the-scenes look at how to lead with heart and strategy. Connect with Mark and Lana: The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ----------------- Timestamps: Introducing the Guests: Mark & Loni (00:00:25) Host introduces Mark and Loni, a couple running a retreat business together. Loni’s Background & Entrepreneurial Journey (00:01:48) Loni shares her psychotherapy, wellness, and entrepreneurial background, and how she met Mark. Mark’s Background & Transition to Retreats (00:03:28) Mark discusses his martial arts and coaching background, and their shift to retreats after the pandemic. Deciding to Open a Retreat Center (00:04:18) The couple describes the decision to sell everything and open a retreat center in Arizona. Transition to Co-Facilitating Retreats (00:05:21) Discussion on how they began co-facilitating retreats and integrating their skills. Why Retreats Over Other Wellness Businesses (00:05:56) Explaining the deeper impact of retreats compared to fitness or yoga classes. Mark’s Growth & Their Yin-Yang Dynamic (00:06:57) Mark’s journey into yoga and breathwork, and the couple’s complementary energies. Choosing & Setting Up Their Retreat Property (00:08:40) How they selected, purchased, and set up their Arizona retreat property. Hosting Other Facilitators at Their Space (00:11:37) They welcome other retreat hosts and describe the support they provide. On-Site Support & Services for Retreat Hosts (00:12:04) Details about their on-site help, meal services, and understanding retreat logistics. Host’s London Event Promo (00:13:00) Brief promotion for the host’s upcoming retreat mastermind event in London. Why Retreat Centers Are Preferred (00:13:41) Host explains the advantages of retreat centers over Airbnb/Vrbo for hosting retreats. Challenges of Building & Planning as a Couple (00:14:55) Discussion about the challenges of planning and building a retreat space together. Staying in Their Lanes & Defining Roles (00:15:19) How they maintain boundaries, respect, and trust by sticking to their strengths. Industry Struggles & Oversaturation (00:17:06) Mark discusses industry oversaturation and the challenges of inexperienced hosts. Struggles of Working as a Couple (00:19:03) The couple shares the realities of being together constantly and how they communicate. Industry Growth & Differentiation (00:20:20) Host reflects on industry growth, competition, and the importance of differentiation. Staying in Lanes: Host’s Personal Experience (00:24:29) Host shares her own experience working with her husband and the importance of defined roles. Living On-Site: Pros & Cons (00:26:32) Discussion about the benefits and challenges of living at the retreat property. Nature, Animals, and Sanctuary Vibes (00:27:10) Description of the property’s natural setting, animals, and peaceful atmosphere. Being On-Site for Emergencies & Support (00:29:42) Anecdote about stepping in for a retreat host in need and the value of being on-site. Host’s Perspective: Never Shutting Off (00:30:54) Host discusses the difficulty of separating work and home life when living on-site. Mark’s Family Resort Experience (00:33:12) Mark relates his experience growing up around a family-run resort. Constant Upkeep & Business Mindset (00:34:07) The ongoing nature of property maintenance and always being in business mode. Special Offer for Listeners (00:35:20) Mark and Loni offer $500 off venue rental for podcast listeners. /episode/index/show/happyhourpodcast/id/38265860

EP 239 Beyond the Logo: Branding That Sells Retreats with Kara Hollinger 09/11/2025

EP 239 Beyond the Logo: Branding That Sells Retreats with Kara Hollinger Your brand is more than a logo—it's the energy, clarity, and trust that sells out your retreats before you even open registration. In this episode, Shannon sits down with Kara Hollinger, founder and creative director of Made Outside, to explore how powerful branding and a cohesive online presence directly influence retreat success. They dig into: Why authenticity is your brand’s biggest asset How storytelling builds trust and drives bookings Common branding mistakes retreat leaders make Aligning your website, social media, and messaging to serve your ideal client How to communicate your value so people are ready to buy Kara also shares a 20% discount on branding packages exclusively for podcast listeners—don’t Connect with Kara: Talk about this podcast and get 20% off The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ---------- Automatically Transcribed With Podsqueeze Shannon 00:00:00 Welcome to the Retreat Leaders podcast, your sanctuary with retreat experts. Where we spill the tea on retreat success. Here we dive into crafting transformational guest experiences. Talk about how to avoid pitfalls and unlock marketing secrets. Whether you're a seasoned guru or a budding enthusiast, we've got the inside scoop for you. Join us as we learn how to flourish in this magical world of retreats. Hey guys! Welcome to or welcome back to the Retreat Leaders podcast at Shannon. And today I've got an amazing guest on the show that I am so excited to dig into our topic today because I feel like if it wasn't already so very important, it's becoming more and more important every day in the business world that we live in. So welcome, Kara to the show. Kara 00:00:46 Thank you for having me, Shannon. Excited to be here. Shannon 00:00:49 I'm so excited you're here. So Kara Hollinger is on the show. And do you just want to take a moment to tell us, like, who you are? What brought you here? Like, talk to us about who you are. Kara 00:00:59 Definitely. My background is in brand development and design as well as strategy, and I started Made outside. I'm the founder and we specialize in building brands with authenticity, transparency and trust so that the consumer will lean into that purpose and story and then choose you over another competitor. So in most cases, that level of authenticity and storytelling is what drives a consumer into the purchasing ability. And so through design and award winning design, I was able to actually take my intuition and my understanding of marketability and then design and merge that with design, which has been a really great outcome for our clients. And I'm a big supporter of wellness and retreats and leadership. And I think that combining brand purpose into, you know, whether it's a retreat or a leader or even a brand is the key to success in today's market, where it's very convoluted, it's hard to tell who's authentic or who isn't. And that's what we do for all of our clients. And we've had really great success. Shannon 00:02:06 I love this. Okay, so I love this for so many reasons, but especially because just like you mentioned, like if you are not presenting yourself in an authentic but also appealing way specifically to your demographic, then you are missing the boat. Shannon 00:02:24 And I know that a lot of things that you work on is brand strategy and social media presence, as well as website presence. And I think, I think it gets really underrated in the retreat world. I think people just put together a very, in my very humble opinion, a crappy landing page that has maybe a couple of pictures that do not look as good as they should look. and it's just, I mean, I see more and more of them and I'm like, oh my goodness. Like, there's an investment that has to be made in this business if you are wanting to it to be a business. And everybody knows that I'm big on like I, I don't do retreats for a hobby. I don't teach people how to do retreats for hobby. I teach you to do it as a business. And part of business in this world is investing in your social media and your website presence and brand strategy. Because I feel like it's got to tell a story. All of this has to tell a story. Kara 00:03:16 Definitely. And the world of templated websites and put something up with, you know, Squarespace or Wix. Those types of solutions do exist, and they can be successful, but only if they're brought into authenticity and something that's unique for you. Because if we all land on something that feels the same or doesn't feel authentic or is just another batch of stock photos, it's going to be really hard to get somebody to invest their time and money to stop what they're doing, fly and try. They're seeking something to go to a retreat they're seeking. And if you can't collectively tell them what they're going to get in a way that feels safe and authentic, then they're going to start to look elsewhere, or they're going to start to overthink the decision and then possibly not juju at all. So getting to the heart of what makes you different and why you started the retreat, or why this solution is going to be good for the person coming. That is the key to all of it. And you can do that. Kara 00:04:10 So simply with just words and visuals, it doesn't have to be a whole big investment. It's really about how you tell that story and then making sure it doesn't look like everyone else that you're seeing out there. Shannon 00:04:22 I couldn't agree more. So I the way I do my retreat bookings is probably a little different than some people. As far as they don't have to talk to me, they don't have to set an appointment with me. They don't have to be pre-screened by me. I just don't run those types of retreats. There are a there's a time and place for that. But I share that with you because people who don't know me at all are literally. I mean, I'll get on my my registration forms. Where did you find me? Google. So they're finding me and they're booking because of my landing page, because of my messaging, because of my image, because of the story, because of how I'm marketing them. And so that's the bulk of my registrations, or pretty close to 6,570%. Shannon 00:05:00 The other 25 to 30% is coming from referral or repeat guest. Or they've been listening to me and following me a long time, whatever. But the bulk of my my retreats are registrations are coming because of how my messaging is reaching them and the way that it's presented. And so when I tell you this is so important, I mean, this is so important. And even if you are someone, a host who, you know, you want to interview them first, they have to apply, they have to whatever. It's still the same thing. They're not even going to fill up that form to set an appointment with you if your messaging doesn't resonate, if it looks like, you know, a junior high schooler, put the whole thing together. You know what I mean? And I see this a lot in the retreat space where it's like, I don't know why my retreats not filling. I'm like, well, we're just going to start here. There's probably a whole lot of other stuff going on. Shannon 00:05:50 But also we're going to start right here. And I love that you talked about trust and authenticity Because I think you and I both know we live in the world now, where if we hear about a company or an organization or anybody we're going to give our money to, where's the first place we look? Nowadays it's social media. You know what I mean? Yes, it's their website, but we usually are on their website, and then we go find them on social media to really validate who they are. What are your thoughts on that. Kara 00:06:17 100% and the consistency between both stops, as well as how you email or solicit, has to be consistent and equally as professional. So somebody reached out to me recently and I thought it was very engaging. But then I went and found them on social and it was filled with stuff that was not authentic. It was really sloppy and done by I, and I immediately bounced. And so that originality is as important and the sales not going to come through just your site. Kara 00:06:45 It is through learning and engaging as well as social hearing, trust building and the social aspect has to reassure them that where they're coming, It's not just safe. Like, am I going to get hurt? But it's safe. Like I'm making the right investment. And is this what I'm looking for? Because when people are out there seeking these types of scenarios, they're actually looking to either feel better, find vision, reset, meet people. a lot of it's around feeling better, but it could be a series of just letting go. It could be. But if you don't show up and understand what you signed up for, or if what you see online is actually authentic to the experience you're going to get when you show up, it's that validation on social that actually confirms a sale. So 100%, and just so everybody knows, a brand is not a logo. A brand is how you show up as a company or as a person in every aspect the photography, your voice, your social, how you, send them the materials to get ready for the retreat, to how you answer the phone. Kara 00:07:53 It's all important. And that brand as a whole needs to look and feel the same across all platforms. And if it doesn't, it doesn't have to be custom. With a big, huge website. It could be a simple website, but the visuals and the storytelling needs to be simple and consistent across all touchpoints. Shannon 00:08:11 Oh, okay, now you're really talking my language because it's not just a one stop. It's not just the website, although that typically is. The starting point is sometimes it might be the social. That's the starting point, but they're quickly going to make their way to the website. They're going to make their way to both. Right. Period. It's 100%. So yeah. So there's multiple touch points. And then also the communication right away. Like if they make contact with you, what does that communication look like when they register. The whole process is part of your brand. And I'm so glad that you are clarifying that it's not a logo. I can't tell you how many times people get caught up in my in what my logo is. Shannon 00:08:40 That's everything. Listen, it's a very small. Believe it or not, part of the picture, right? Kara 00:08:45 It's like one pillar of your body, you know, it's like it's a small piece of the thing. And it's important that it resonates too. But people aren't going to hire you because of your logo. They're going to hire you because of how you feel. And if you have that element of attraction or law of attraction that bring you in, that is 100% aligned on every touchpoint. Because if it's really cool here, then they go somewhere else and they're getting a different experience. You automatically lost trust and that's why the consistency is key. Shannon 00:09:14 Yeah I so agree. So I love this. So we're talking about that. Your website has a look and feel and verbiage and energy to it. So should your social media match. So should your emails show. So should all. Everything should match that look and feel and energy that you are trying to create. And I think sometimes we don't know what that even is or how it should look. Shannon 00:09:37 Unless we work with someone like you or an organization that can help us see that. Because sometimes we just get caught up in the logo or, you know, whatever it is. And we're thinking, I'm going to just do this on Canva. I'm going to create a logo, pick a couple colors, and then I'm done. Kara 00:09:53 Exactly. And I am a big believer in Canva and we use it. We personally don't use it. We set our clients up with Canva templates. Once we're done doing our job so that that consistency piece is key. And you have to think of it as, how you meet anybody. Like you're going to go and say, hi, my name is Karen. Wait outside. But that's not enough. Like, you need to speak of who you are and why you're different in order to get attention. And it's the same for your brand. So like, just because I people like my dress and I dress very simple today, but say that was a compliment. They're not going to hire me because of my dress, they're going to hire me because of the whole picture. Kara 00:10:32 And that's why that logo is it's important that it doesn't, you know, it's legible, it's attractive. It doesn't feel dated, it doesn't feel too trendy. Like those are things that we need to look for for the logo. But that is like third of importance as to the whole picture. And that consistency and transparency is really reigning above the way the logo looks and what your color palette is. And I get asked a lot of times. Like we just see the logo on an updated color palette and I'm like, okay, but then you're going to need these things. And so we have to coach them on. When they put that new logo somewhere, it's not going to spike sales. It's not going to spike the call. What's going to spike that? Is that again I hear you I feel you I see you. That is the piece that is the component that you want to reach your consumers. And if you can figure out how to word that and how to make it feel like that through your brand, your sales will increase and you will get stickier. Kara 00:11:27 And they not only will love it, but then they're going to come and they're going to get the experience. They expected it, and they're going to go home and tell the people, and then they're also going to share it on social. So that viral ness is important in that first step. Shannon 00:11:39 Hey, retreat leaders, pause that retreat planning for just a second because I've got something you do not want to miss. I'm headed to London this October to host a live event that's all about teaching you how to host a retreat that's not just transformational, but actually profitable. Imagine sipping tea or champagne with other like minded leaders while mapping out your next sold out retreat. It's happening at the gorgeous Waldorf Hilton in London. I'm spilling all the secrets from pricing to planning, marketing to mindset, and you'll walk away with a strategy you can actually use. No fluff, no BS, just results. So head to Retreat mastermind training and come join me across the pond. Yes. Okay, so I love this because a lot of retreat leaders don't know how to word it. Shannon 00:12:25 They don't. They don't know how to position it. They're like, well, here's here's they hopefully know who they can serve, right? Who their ideal guest is. Hopefully they know that and they know the problem that they can solve or solve for that person, but then they don't know where to go from there. And is that something that you and your group does that they can help? Kara 00:12:42 Conditioning is is everything, to be honest. and we really want that to be stable and established and and Attractive before the visuals ever get involved. because that like, you need to think of not what you like, not your personal style and your personal preference. You need to think of what the person you're wanting to show up needs and what they need to see and feel. And again, you got to know the emotion. Every retreats different. Some are more fitness, some are more wellness, some are more mental health, some are more silent. You know, relaxation. But what are what is their pain point? And then the moment you can position yourself to build trust and authenticity around their pain point, that's the position is like what you do, how you do it and why you're different. Kara 00:13:29 And then if you can say that in a way that's compelling and interesting and attractive, it's, it's a it's a home run, because then all of the visuals back that up. And so then that's why the logo is, is like a piece of it. It's all the messaging and all the little graphics and all the things that really instill and insinuate what it is that makes you different is how that brand look and feel. And consistency starts to build. Because if you just start creating pretty things, you're going to, again, blend in, because there's a lot of pretty things out there. But what you need to do is, is match that message with how it's going to feel. And then the visuals come into play. And I mean, I'm an award winning designer. So for years I thought design was everything. And then as I started to own my own businesses and help thousands of businesses, I realized the positioning and the strategy behind how you're going out and getting the business is the success component. Kara 00:14:21 And then the visuals, I mean, it's it's really amazing once you have that positioning, right, how far the visuals take off and how easy it is, it's like there's no overthinking. You're just doing because you have a North Star that you're following, and then that North Star is solving the pain point and the problem of who you're trying to attract in. Shannon 00:14:41 Yes, I really do believe I mean, I with all, every fiber of my being, I believe one of the biggest struggles for retreat leaders is this it's their marketing message. It's there. It's their brand. It's the look and feel of what they're trying to communicate. And. And I feel like they struggle the most with this. And this is where they get the most stuck. And they just put something together and then wonder why it's not working. And so please hear me when I say this for my listeners. Like, this is where you are stuck. I, I promise this is probably where you're stuck and you're thinking you're not getting sales because of your price, or you're thinking you're not getting sales because of the location or whatever. Shannon 00:15:21 And it's probably 99.9% of the time. It's the branding, and the messaging is falling flat. It's not reaching who it's supposed to reach. It's not consistent. It's not vibrant. It's not the energy you're trying to create. You're not attracting the people you want to attract because it's just not hitting the mark. So I'm so glad you're talking about it. Kara 00:15:40 Yeah, 100%. And again, you can go to Squarespace and build a website over a weekend. And and it could be very successful if you have the positioning and an authentic voice and really great visuals. It's not the methodology of how you do it. There's a lot of ways such as Canva, such as AI, to get there, but you have to start with that base of of being different. Like if you look like everyone else, there's nothing to sink your teeth into that makes you stand out. And especially when you start to advertise. Because if you start putting money into that and then you start soliciting people to land, that ad could be the best looking ad ever. Kara 00:16:20 And it could say, but if they land on your website and then it doesn't feel like that, or you're not answering those questions, they're going to bounce and your bounce rate will be so high because they're going to land on something that doesn't feel safe, authentic, or, you know, matching their pain points. And so that that's why the the visuals kind of come in second or sometimes there. Shannon 00:16:40 I really do think that you're exactly right. And do you have to hire a professional? Maybe not. But here's where I think the struggle is, is they they don't have the skill set if I'm being honest. They just don't like I have to. I have to partner with someone I don't. Just my skill set is what I deliver at the retreat and what I teach people to do. But when it comes to exact marketing branding strategy, I have to bring in someone else for my own stuff. I can see other people's better than my own stuff,... /episode/index/show/happyhourpodcast/id/37766990

Outgrowing Clients & Owning Your Worth as a Retreat Leader with Raisah Bickram 09/09/2025

Outgrowing Clients & Owning Your Worth as a Retreat Leader with Raisah Bickram In this empowering episode of The Retreat Leaders Podcast, Shannon Jamail is joined by retreat host and business coach Raisah Salima Bickram for a deeply honest conversation about evolution, alignment, and energetic pricing in the retreat world. Together, they unpack what it means to outgrow clients, roles, and retreat formats—and how to move forward in integrity and confidence. Raisah shares her journey of raising her prices, honoring her worth, and navigating the guilt that can come with letting go of what no longer fits. Shannon and Raisah also dive into: Pricing from a place of energy and impact (not fear) Why fair pricing supports sustainability and transformation Offering scholarships without compromising profitability How to create aligned, soul-led retreats that evolve with you Standing firm in your message—even when trends suggest otherwise Whether you're a seasoned retreat leader or stepping into your first offering, this episode will inspire you to lead from a place of power, purpose, and authenticity About Raisah: Raisah Salima Bickram is a Spiritual Mentor and Business Coach who activates visionary women into their highest leadership and timeline. She is the founder of The Mind, Body + Soul Experience (The MBSX) and has designed and led over 30 retreats worldwide- ranging from intimate day experiences to transformative weekend immersions and international journeys. Her work explores themes of identity, expansion, healing, and the embodiment of sovereign leadership—guiding women to become the CEOs of their own lives. A certified somatic yoga teacher, sound healer, and Reiki Master, Raisah specializes in trauma-informed practices that create safe, sacred spaces for deep alchemy work. Her journey began in September 2020 with a pop-up backyard day retreat in Long Island, NY, where 18 attendees gathered. What started as a local gathering quickly evolved into a global movement. Since then, Raisah has guided retreats across the Caribbean Sea to the Indian Ocean, cultivating a community of clients who are drawn to soul work, sacred play, and exploration. Through her retreats, mentorship, and coaching, she supports women in unlocking their gifts, stepping into aligned leadership, and coming home to their truest selves. Today, Raisah continues to serve as a global retreat leader, business & mindset coach, and yoga teacher, weaving spirituality and strategy to empower women to rise into their fullest expression. Connect with Raisah: Instagram: Special Offer: $200 off her Sedona retreat + free identity activation session for the first 3 bookings The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | ------------ Timestamps by PodSqueeze: Guest Introduction: Raisa (00:01:34) Raisa introduces herself, her work as a business coach, spiritual mentor, and retreat leader. Defining Outgrowing Clients, Spaces, and Seasons (00:02:32) Discussion on what it means to outgrow clients, spaces, and seasons in business. The Discomfort and Necessity of Growth (00:03:00) Raisa uses the analogy of outgrowing shoes to explain the discomfort and necessity of growth. Letting Go and Aligning with New Clients (00:04:26) Exploring the importance of letting go of old clients and attracting those aligned with your current value. Fears Around Outgrowing and Raising Prices (00:06:58) Shannon discusses common fears: hurting clients and fear of not replacing them when raising prices. Accessibility, Pricing, and Scholarships (00:08:31) Raisa and Shannon discuss making retreats accessible, pricing for value, and offering scholarships. Energetic Reciprocity and Industry Impact (00:14:15) Shannon emphasizes the harm of undercharging and the importance of energetic exchange in pricing. Energetic Alignment and Personal Pricing (00:16:15) Discussion on how pricing should feel energetically aligned and unique to each leader. Evolving Offerings and Audience (00:18:19) How evolving retreat experiences naturally calls in a different audience over time. Authenticity and Co-Creation in Business (00:19:40) Raisa discusses the importance of alignment and authenticity in creating retreat experiences. Magnetizing Your Ideal Clients (00:21:29) How being rooted in your message and expression attracts the right clients. Staying True to Your Vision (00:22:31) Shannon shares an example of a retreat leader staying true to her unique retreat format. Leadership, Trust, and Not Diluting Your Offer (00:24:19) Raisa talks about sovereign leadership, authenticity, and trusting your vision. Setting Boundaries for Retreat Structure (00:26:44) Advice on not allowing partial attendance at retreats to maintain integrity of the experience. Raisa’s Upcoming Retreats and Offerings (00:27:10) Raisa shares details about her upcoming Sedona retreat and her new Retreat Mastery program. Special Offers and How to Connect (00:29:44) Information on special offers for listeners and how to connect with Raisa online. Closing and Call to Action (00:30:57) Shannon wraps up the episode, encourages reviews, and shares where to find more resources. /episode/index/show/happyhourpodcast/id/38061155

EP 238 Beyond the Retreat: Hybrid Business Models for Maximum Impact with Alison Katschkowsky 09/04/2025

EP 238 Beyond the Retreat: Hybrid Business Models for Maximum Impact with Alison Katschkowsky Can you build a retreat business that isn’t bound by location—and actually expands your impact? In this episode of The Retreat Leaders Podcast, Shannon chats with long-time health and fitness expert Alison Katschkowsky about building a hybrid retreat business model that combines the power of in-person transformation with the scalability of online programs. Alison shares her 30+ year journey from brick-and-mortar fitness to digital expansion, and how she now helps other entrepreneurs add retreats as a powerful layer to their business—without overhauling their structure. They dive into: The power of hybrid models (and how they outlive fads) How retreats can enhance your brand, not distract from it Creative ways to offer transformation in both in-person and online formats Alison’s behind-the-scenes plan for her luxe Amalfi Coast retreat If you’ve been wondering how to blend the best of both worlds—connection and scale—this episode is your blueprint. Retreats aren’t just an event—they’re a business growth strategy. Connect with Alison https://thealisonk.com/meet-alison The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | -------------------------- Transcribed With Podsqueeze Shannon 00:00:00 Welcome to the Retreat Leaders podcast, your sanctuary with retreat experts. Where we spill the tea on retreat success. Here we dive into crafting transformational guest experiences. Talk about how to avoid pitfalls and unlock marketing secrets. Whether you're a seasoned guru or a budding enthusiast, we've got the inside scoop for you. Join us as we learn how to flourish in this magical world of retreats. Hey guys, welcome to or welcome back to the Retreat Leaders Podcast. Today I am so excited to say that not only do I have an amazing guest, but she's becoming an amazing friend and soon to be business partner, which we cannot wait to talk about that we're going to drop some little, little hints about what we have in store. But Alison, welcome to the show again. Alison 00:00:49 It is always a good day in my world when I can talk to you, Shannon. So it's. Shannon 00:00:52 All good. Amen. I feel the same. So, Allison, why don't you just refresh for those who maybe did hear your show or just let people know who you are and what brought you to this point. Alison 00:01:05 My name is Allison Koski, and you don't have to say that. For those of you listening, most people just say Allison K. But just so you know, when you look at my last name, the c h is silent. So it's really just Katz Koski. So it's a little bit easier to say, but Allison K works. So so and I my background is in health and fitness. I've been in the health and fitness industry for over 30 years. I was a very successful brick and mortar business owner for a lot of those years, until I started going online about ten years ago. That's about when I started doing retreats. It was probably 2013, 2014, something in there when it was really still a very new concept. And so what I figured out was, is that the big question back then was, is do we need to just now that online is becoming big and everyone was moving their business online. It was like, you know, well, we're just going to go in this direction. Alison 00:01:56 And so my argument was always, you don't have to choose one. You can do both. And then when the pandemic hit, everybody went online. And now what's interesting is, is that everybody's going back to adding some kind of in-person, because you and I are both seeing this in the retreat space. It's just it's blowing up there. Everybody and their mother is thinking about retreats now, which is great. It's great for us. It's great for the industry. But but I just think there is there is a lot of opportunity there for so many people. Shannon 00:02:24 I love this. One of the things that Alison and I talked about before we recorded is, is kind of the topics which Alison and I could spend, honestly, you guys weeks on this podcast talking about business and retreats and, and all of that good stuff. but one of the things I thought would be really relevant is a hybrid model. And Alison, you are the queen of this. You help people build this. So tell me what that looks like for the retreat industry. Shannon 00:02:49 What does that even mean when I when we say hybrid model? Alison 00:02:51 Before I get to that, let me just kind of give my little analogy when I talk about the hybrid model, when we think about a hybrid model, what are we really talking about? We're really talking the best example I can offer for people because I'm a big analogy person. The best example I can offer for people is think about the hybrid car. What is the hybrid car? Do the hybrid car allows you to use gas or electricity? Right. So it's both. And so one of the selling points is because it's a hybrid model, the car can go further. You can get further on a tank of gas. Therefore it's the maintenance is better right. It will cost you less in gas in the long run. So you see there, not the car. Literally. There's no choice made as to whether or not you go one or the other. The same thing is true when we do the hybrid business model in our business. Alison 00:03:39 Now back in 2012, 2013, 2014, when the online space was really blowing up, this is when social media was really becoming the thing. you know, a lot of people were starting to think this is kind of the direction that I want to go with my business. And in my industry, it was blowing up like crazy. Then what happened when the pandemic hit It is that everybody went online. And the good news is, is that we could go online because it was available. But the bad news is, is that people sort of got away from being in person. And now what we're seeing because it's 2025, is that really the best combination? The best plan is to combine both. And one of the things that I started doing back when the online space was really getting big was that I started slowly dipping my toe in the water of online. And what did that look like? It looked like offering like online challenges, like connecting with people online. And then of course, when the pandemic hit, it was like you had to go all in. Alison 00:04:38 And for me and a lot of other people in my industry, I had to basically start over. Basically my business as I knew it went out the window, but it was time for me to put my money where my mouth was and really make it work. And that's what I did. And that's one of the things that I really teach my clients how to do today, because you don't have to choose. That's the beauty of it. Shannon 00:04:57 That is the beauty of it is that you don't have to choose, Jews, especially today. Because you're right, Alison. You know, years ago, I mean, well, to be honest with you, years ago, the online business was not, you know, obviously what it is today, but you kind of felt like you had to fall into one or the other categories. So you're you're absolutely right. Tell me. Alison 00:05:15 there are a lot of people today that still feel like you have to fall into one or the other, because these are conversations I have every day with people when they say, well, I can't really be myself online, I can't really. Alison 00:05:25 It just doesn't feel the same. I'm not good at it. Or they'll say about in person, well, that's just not really what I do. This is what I'm used to. And this is kind of the conundrum that we found ourselves in. Shannon 00:05:36 Hey, retreat leaders, pause that retreat planning for just a second, because I've got something you do not want to miss. I'm headed to London this October to host a live event that's all about teaching you how to host a retreat that's not just transformational, but actually profitable. Imagine sipping tea or champagne with other like minded leaders while mapping out your next sold out retreat. It's happening at the gorgeous Waldorf Hilton in London. I'm spilling all the secrets from pricing to planning, marketing to mindset, and you'll walk away with a strategy you can actually use. No fluff, no BS, just results. So head to Retreat Mastermind training and come join me across the pond. Yeah totally agree. I hear that all the time. As well as just people saying, well, my business is online, they're not going to want to meet in person, or the other way around. Shannon 00:06:26 You know, everything I do is in person. So you're right. It is. Sometimes we get pigeonholed and we just assume that it has to be in that that way. Can you? Can you give us an example of maybe somebody you've worked with and like what this looks like in real life when somebody is considering it a hybrid model? Alison 00:06:41 Well, I mean, there are actually lots of examples. But one example pretty much right now is I have a client right now who has an in-person, primarily in-person business. This is how people work with her. They come to see her, they book an appointment with her. She has some online resources, like she has an e-book and she has some other things, but it's really hardly the same thing as having an experience with her. And one of the things that we're actually working on right now is building out a retreat piece to go with her in-person business. Now, that might not seem like a typical hybrid model, but what she has to do is literally build an online presence to go with that in-person offering. Alison 00:07:21 Because in order to offer retreats, if you have a successful in-person business, is is that you have to be always reaching more people. So this is something else that we hear a lot of people say where they say, well, I don't know that my people would want to go on a retreat. I don't know if my people would want to do something in person. And so my question is always, how do you know that they don't? And so what we have to always ask ourselves is, what are we doing to consistently put ourselves out there and have us meet more people and expand our audience? And that's really what it's all about too. Shannon 00:07:53 I'm biased, of course, but for me, if there's anyone that I trust and I work with in any capacity or just consume their information. I would love to fucking get in person. You know what I mean? Like, whether it's a conference or a mastermind or a retreat, whatever it is. I mean, I don't, you know. Yes, there are I'm sure there are people in this world who are incredibly introverted. Shannon 00:08:14 And just like that just makes their skin crawl. But for the most part, I think there's a good audience for anybody doing anything online that they could create an in-person experience. Alison 00:08:26 Yeah, and the energy is just different when you're in person. Like, think about it, when you go to an in-person event, it's very different than if you're on a, say, a zoom call or a group networking session or something online where you see everybody's faces and they're just, you know, squares on the screen. You can still talk to people because I think human connection can still be meaningful that way. But it's not the same thing from being in person. Shannon 00:08:49 I agree, I agree, and I'm grateful. Right? We're grateful that we have these online tools that we can do these things. But I'll be honest with you. so I belong to Genius Network. It's an incredible Networking group. It's really a servant group. That's just incredible. And every month we meet either online or in person, you can choose one or the other. Shannon 00:09:07 Right. So that it fits your schedule. And I'm super. I hope they don't hear this. But the online I like minimize it. I'm doing other work. It's still just as good information. It's just badass. But I'm over here multitasking. I'm answering text messages whatever. The in person lights my fire so much that when I get back home I am like, bring it! We are. We're fixing to make some shit happen. And so yes, am I grateful that we have the tools available? Absolutely. do do I think, though, that we get more or at least a very vibrant, different, action packed energy from in person? Yes, I do. Alison 00:09:47 Yeah. And I just think that to piggyback on what you just said and to sort of finish my thought from before is that you really want to think about the hybrid model from two vantage points, really. And this is what I have found works the best with most people. It's like the example that I just gave of my current client, who has the in-person business, and we're adding a retreat. Alison 00:10:05 And so you might be sitting there thinking, well, that's too impersonal elements. Well, you're right, it is. But she's also building an online presence to go with it. That can still be considered a hybrid model. The other way to look at it would be if you primarily serve your clients online, whether that's a membership or an online program or a mastermind or whatever group coaching program. And then you insert some type of in-person retreat experience, whether it be a private retreat, a small group retreat, a boutique retreat, or even a small group summit, right then that is also can be considered a hybrid model that the advantage, the commonality with both of those is, is that you've taken your expertise and you're monetizing it in a number of different ways, and that is really what it's about for the future. Shannon 00:10:51 Amen. Hallelujah. Oh my goodness. You're speaking my language. I'm hoping that there's people listening to this that either have been considering retreats or are in the retreat business because you're right either side and are thinking creatively how they can add that other aspect. Shannon 00:11:05 So if you are hosting retreats, how can you add on that online aspect, which, by the way, continues to support the people that you are working with or who've showed up, right? And then if you're online, how can you incorporate in-person events? I mean, I know you and I are like, duh. This is a no brainer, but I'm hoping that there's like creative juices that are flowing for people on either side going, ooh, I could do X, and X doesn't have to look like what Allison does, and it doesn't have to look like what I do. Alison 00:11:33 Like X could be a number of different ways. Shannon 00:11:35 Yeah. And I love that you're like it could be a summit. It could be a mastermind. It could be a gathering. It could be a retreat. It could be look, it could be whatever. and same thing for the online portion of it. It could be coaching, it could be group coaching. It could be mastermind. It could be, Yeah. Shannon 00:11:51 I mean, it literally could be all the same names that you use for the other side. It's just structured differently. in the content is provided, however, it is that you like to provide content, So. Alison 00:12:00 Yeah. And you just. Well I think too. For people listening, I think what you want to always keep in mind is, is that the object if you're an entrepreneur now going into the future, the object is really about your personal brand. It's about what are you about? And what do you stand for? What, what are you for and what are you against? And it's like when you look at being able to offer a number of different ways that people can access you. So in a way that, I mean, people could come into you from your website, from a newsletter, from a challenge of some type, from an online program that you're offering. But don't discount those in-person opportunities, too, because there's a number of different ways that you can monetize all of what you do. Alison 00:12:42 And then that sets you up not only financially better for the future, but it puts you in a position where you're always meeting people. And when you're a business owner, you can never know too many people. Shannon 00:12:53 Okay, so I love that we are talking financials a little bit because as people who have listened to my podcast know, No, I'm in the retreat business, not the retreat hobby. And so Allison and I and our good friend Aaron now daily have conversations about this. And also hint, hint. This will be part of what we launch. And I think we're launching it in October. October. Yes. So stay tuned. But yeah, we're launching it in October. But it will be happening in 2026. Anyhow, we're all about how can we increase our business and our profit? Totally. and this again, is to me a no brainer if you're doing really well on the online space. Dude, add that that in-person space and it just contributes to your bottom line and vice versa. Shannon 00:13:42 You're still serving the same people. It's still in your genre. It's all connected. It's just a different way of delivering the information and adding more profit to your bottom line. Alison 00:13:53 Yeah. And also, I think to what I just want to say, again, for people listening is, is that it really? You know, I don't want to make it sound like we're just sitting here counting money and money bags. It's not about greed at all. You know, it's really about being able to serve at a much higher level. And when you're when you're able to offer somebody a transformative experience, like something in person, like a retreat or a group event or something, you're just adding massive value for them and you're adding massive value for yourself. And it's a win for everybody. Shannon 00:14:24 Yes. See? Speaking the same language win win, win, win win for everybody. I just love that so much. The other thing that we kind of talked about real briefly is the business logistics side, right. So whatever your your LLC is or your company or your formation, you've started it off at X, it's, you know, online or it's retreats. Shannon 00:14:45 There's no need at the beginning to, to do anything differently. Right. I mean, Alison, you were just talking about this. Tell us about your journey, about how that was and then now what you are thinking of doing in the future because of. Alison 00:14:55 Yeah, when I, when I first started doing retreats, I got to be honest. I I'll tell you, because my background is in health and fitness. I thought it was going to be a fitness weekend. That was kind of my initial vision was to do these boot camps, these workout camps. And I'll tell you, and this is probably a really bad analogy, but I'm just going to say it my, my, my inspiration for doing it was watching programs like The Biggest Loser, where people would just go somewhere and they'd stay for a few days or. And in that case, it was a lot longer. And that's not really what I had in mind, but it was taking people out of town somewhere where we could really focus on themselves. Alison 00:15:30 And since at the time I was 100% working in fitness, operating a very successful small studio with a small team, I thought, this is a no brainer. This is a great way to give people kind of a family type experience, you know? And so over the years, that vision kind of morphed into something a little more boutique like as I started getting more involved and interested in personal development and, you know, daily self-care strategies. I've always loved to travel. And so I sort of found a niche in providing what I like to call a futuristic, visionary experience. One of the things that I use in all of my retreat programs is the use of a compass. I talk all about the direction that you're moving, the direction of your future, being aligned with your future self, etc., etc. so that's a lot of what we do. But now, back then, all I was thinking about was offering. This would be a really fun experience to offer for my clients. I wasn't even... /episode/index/show/happyhourpodcast/id/37518720

EP 237 True North Leadership: Building Profitable Men’s Retreats with Brent McCann 08/28/2025

EP 237 True North Leadership: Building Profitable Men’s Retreats with Brent McCann In this episode of The Retreat Leaders Podcast, Shannon sits down with Brent McCann, founder of the True North Retreat, to talk about the rising tide of men’s retreats—and what it takes to make them successful and sustainable. Brent shares how he transitioned from corporate HR into the retreat space, the lessons learned from his first Sedona retreat (including the power of trusting the process), and how he’s now crafting a profitable, aligned retreat business. They dive into: Why men book differently than women—and how to speak directly to them Pricing strategies that work (and how Brent raised his profit margin from 1% to 30%) How to design high-impact experiences that create transformation and build community What it looks like to scale retreats with intention, alignment, and purpose Brent's upcoming True North Men's Retreat in Austin (Oct 23–26) is designed for men at a crossroads—ready to step out of the noise, zip-line into clarity, and walk away reconnected to purpose. Connect with Brent: https://truenorthretreat2025.com/ The Retreat Leaders Podcast Resources and Links: Thanks for tuning into the Retreat Leaders Podcast. Remember to subscribe for more insightful episodes, and visit our website for additional resources. Let’s create a vibrant retreat community together! Subscribe: | | --------------------------------------- Transcribed With Podsqueeze Shannon 00:00:00 Welcome to the Retreat Leaders podcast, your sanctuary with retreat experts. Where we spill the tea on retreat success. Here we dive into crafting transformational guest experiences. Talk about how to avoid pitfalls and unlock marketing secrets. Whether you're a seasoned guru or a budding enthusiast, we've got the inside scoop for you. Join us as we learn how to flourish in this magical world of retreats. Hey guys! Welcome to or welcome back to the Retreat Leaders Podcast at Shannon. I am super stoked about my guest today. Before we started recording, I told our guest that I don't have enough of them on my show or enough of them. You know that I see in the retreat space. So welcome Brent to the show. I'm so excited you're here. Brent 00:00:44 Thank you. Shannon, it's my pleasure to be here. I appreciate the time. Shannon 00:00:48 Yes. So Brent is a retreat host. And what I meant by there's not enough of them, or at least I don't see enough of them. And so maybe it's just not on my radar as much as it should be, is that there's not enough men hosting men retreats, in my opinion, and Brent hosts men retreats that look absolutely fantastic. Shannon 00:01:06 But I don't want to take away too much of your thunder, Brent. So why don't you just tell us all about who you are, what you do, and what brought you to where you are now? Brent 00:01:13 Absolutely. Thank you. So, I'm a previous corporate, employee. I was a, you know, a mid senior level HR leader for about ten years working in corporate America. Before that, I was in the car wash industry working as an operations leader. So for for like 15, 20 years, I was working for the man. And I got to the point where, last year, well, about two years ago, I went to an event out in Austin and I was really moved by it. And in that moment, sitting with 100 people, I looked to my friend and I said to him, I said, listen, man, I'm going to do this someday. I want to do this kind of thing. And I didn't know how it was going to happen. I didn't know what to expect. Brent 00:01:53 But, what ended up working out was that, you know, last year, you know, I made a pretty good deal on a real estate thing that I was doing on the side. And about Q3, Q4 of last year, I had this epiphany that like, if I wanted to, I could probably take a year, year and a half off and see if I could grow this, this retreat business into something. Shannon 00:02:15 And yes. Brent 00:02:16 Yeah. So it was really, it was exciting and nerve wracking at the same time. Right? You know, it's like, I have no idea what I don't know. yep. But I trust. Right? You know, I trusted and, I actually did a, I went to this breathwork, certification thing, and I came back from that in December of last year, and I was all of a sudden I was in a meditation after doing a breathwork. And it was like I felt like, you know, the universe just zapped into my head and was like, you should do a men's retreat. Brent 00:02:47 And I'm like, okay. Speaker 3 00:02:51 I didn't think about that. But, you know, I was like, all right. Like, let's, let's look at this. Brent 00:02:55 And, and but I didn't know where, you know, like I had coordinated things in corporate HR. Before, you know, corporate retreat type things, but not in this space. And I felt this, this urge to go to Sedona. And I had never been to Sedona before. I knew nothing about it. Literally had no idea where it even was. But I was like, okay, that's cool. Like, let's go. and, you know, six months later, you know, I had my first retreat. So, you know, it's been a journey. You know, it's, it's a it's a gift. It's really what it comes down to. So, you know, I don't wanna get too long winded on it, but I. Shannon 00:03:28 Know that this is great. Okay, so there's so many things that happened just in this first snippet. Shannon 00:03:34 the first thing is, is, like, you definitely received your download because for you to have a download that says, go to Sedona and you've never even been there or didn't even know where it is. that's definitely a download. It's not usually what I would recommend unless it's a download. Right. Because, you know, we we typically want to host at least our first retreat. and I'm even a fan of saying all retreats in places we've been to at least one time. However, there are definitely situations like this where something is speaking to you and you've just got to follow it. And I love this so much. Let's talk about the fact. Steve, here's the thing, guys. What we're going to talk about today is Brent's recap of his first retreat, and then now how he's going to learn from that retreat and go forward. Because I think a lot of people, Brent, they think my first retreat, I'm going to make $1 million and it's going to be knocked out of the park. Shannon 00:04:26 And I also think there are a lot of people out there making it sound like you can do that, like you can just all of a sudden be an instant success. But the truth is that there's no such thing in any industry. I don't care what it is. If corporate, small business, large business, it doesn't matter what it is. You're typically not an instant success unless you consider the learning, the success, which I do. Right? Because that's what those first few retreats are. At least the first 1 to 3 are learning experiences and their investments for future ones. So I would love, Brent, for you to tell us what happened on your first retreat and what was the biggest downloads and learnings you got from it? Brent 00:05:04 Yeah, yeah. Absolutely, absolutely. I mean, the the goal here was just to break even. You know, I, I, you know, I remember listening to episodes that you had shared and even in your book where it says like don't go too far away. Brent 00:05:16 And I'm like, oh my God. Like I live in Western New York. I'm going to this, this place I've never even been to. Right. So, you know, like, I booked a flight and I got out there two weeks later and I scoped it out, and and things just really aligned very well. but really, you know, what I learned from this was in the retreats, probably. And as with anything new, who you're coming up against is not the people that I was advertising to or, you know, my family. I was coming up against myself. You know. Shannon 00:05:47 This? Yes. Brent 00:05:49 Vulnerable space to be in, financially vulnerable, energetically vulnerable. And, you know, and to know that, like, not everybody catches the, you know, picks up what you're throwing down there. Right? Like, people are like, what the hell are you talking about? You're doing this, you know? So, yeah, I really I invested in a program. that was okay. Brent 00:06:11 Like, I spent a lot of money on it, but it was. It had a pretty good return for me, at least, to get me familiar, because I didn't have, like, an Instagram following. I didn't have a LinkedIn following. I, I'm not on Facebook that often. So how do you do this? Right? and that was part of facing off with myself is like overcoming this limit, these limiting beliefs that I need those things in order for that to happen. And, I'll be honest with you, I was going to I was going to throw it out, like I that got to be I had one person sign up. It was the end of March. the, the, the agreements that I signed were coming into the point were like, okay, you're you're within 90 days, you're within 45 days. You need to, you know, make sure you get a deposit. You're on the hook for this. And, I just didn't see it happening and I just totally I gave up, and I was going to take the website down. Brent 00:07:03 And I remember thinking, you know, I've got it. I'm going to take the website down, on like Thursday or no, it was like a week before. And then all a sudden I'm like, I'll just wait. I'll wait a little bit. I'm going to have this meeting with a friend and then we'll see what happens. Well, before this meeting with my friend, I'm making breakfast one morning and I get this text alert and I'm like, what the hell is this from? And I look, and somebody had actually registered for the event like a straight cold registration. And all of a sudden I had this moment and it's like, wait a minute, maybe that vision from a couple months ago is true. Maybe this like, maybe there is something out there that's matching what people need or what men need, and maybe I should try a different route. And so it brought up this sense of inspiration. and then I signed up, 4 or 5 other people within two weeks. Shannon 00:07:49 Like it just. Shannon 00:07:50 Wow. Brent 00:07:51 Yeah. Yeah, it was really powerful. so, you know, from that lens, like, I learned, like, if I try to force it, it's going to be way more difficult than if I just, you know, take the right action and allow it to kind of manifest or create itself and create the outcomes. Yes. And then also, you know, even just from the the overall experience, like I had a whole budget thing written out, I, I'm a numbers guy. So I was looking at a lot of that, and, and trusting the process that, you know, like I, I knew my numbers well enough so I could speak to things confidently. I knew it was going to be within like $500 plus or minus, so I was okay with that. and then and then really the, the self-efficacy of realizing, right, like in the midst of the retreat, realizing I'm doing it like, wow, this is really happening, right? Seeing other people's lives start to change in a matter of four days. Brent 00:08:44 And then afterwards, that feeling of, you know what? I can do this. And now after the response that I got from them, I'm like, I think I should do this more. And so that's what led me to to building into this second retreat now. Shannon 00:08:58 Okay, Brent. First of all, congratulations. You've done your first retreat and in my opinion, it was a huge success. Also, I want to harp on a little bit or not harp on. That's not the right word, but I want to just celebrate. I guess, again, this mindset shift that you had, because that's really what sounds like happened when you got that second, that second booking. I'm a big fan, I tell. I like to tell people who are who are new in the business that if you got one booking and it's an aligned booking, right, it's you got one aligned booking, then there's others out there. You're just either not speaking the right language, taking the right action, etc. and so forth. Shannon 00:09:37 I also like to say, now if you've got none, then we need to revisit what what your words are and who you're talking to and all the other stuff. But if you get one, at least aligned one. The other thing is you said something really powerful. My opinion is you can manifest and attract and allow all you want, but if it doesn't have action assigned with it, then it's just daydreaming to me. And daydreaming is fine, but it won't equate to what you just said happened in your mindset shift. So another congratulations, because that's really cool. So yay. First retreat. Nailed it. Nailed the mindset shift. Now coming out of that, and also, I am so glad that you got to see some of the transformation for other people through the space that you're holding, because that's what you're going to hold on to, Brent, as you continue to grow your business, because now you're going to based upon our conversation before we start recording, you're going to build this into a profitable machine. Shannon 00:10:37 And in order to do that, you're going to run into more obstacles. The mindset is going to get a little Willy Wonka. And we'll talk about that and and your plans. But but you're just you will naturally. That's what happens when we are on the precipice of growing big. But you're going to hold on to that whole like, I saw what this does. I know the value of what this is like. I'm just I'm a big believer that we can have impact and income. They don't have to be exclusive. And so anyway, so share with me now like what are we doing to make sure that it's profitable. What are some changes or what are some things that you're doing. Brent 00:11:15 100%. You know, like I there were things that we did in like Sedona, an inexpensive place to be. Like, I didn't know that. I know that now, you know, and there's there's times a year to be there and times of year that you don't want to be there. And, you know, so what I really took away from this, like I kind of did like what I call like an after action report. Brent 00:11:33 Right. So when I was in the military, after every mission, you look back and you say, okay, what was it that we did? What did we do? Well, what could we do differently? Right. So after doing this, what I really looked at was like some things were they didn't really have the impact, you know, like. so for example like we went on like this Jeep tour, like it was nice, it was fun. But like the guys weren't raving about it, it was just more of like nice to have now the zipline tour. Everybody loved it. Even those that were afraid of it and overcame themselves there. They loved it. So, you know, when I look at that, you know, I think about like, okay, because part of my modus operandi is every day we're going to do something off site. So like we go to hotels, I like to stay in nicer places. so we're going to stay at, like, a nice hotel. Brent 00:12:17 We're going to go out, we're going to do something off site. We're going to come back during the day. We're going to train, you know, have teachings, all that kind of thing. And then we're going to go out for nice dinners at the same time. And what I realized was like, as I, as I build into Austin, like, I don't need to, like we're going to do ziplines. Like for sure. Right. Like that's going to be awesome. But like I looked at like, oh, maybe we could do horseback riding and we could do this and we could do that. And I'm like, but does it need to happen? Right? So like when I look at it and I realize something's going to cost $2,000, but is it really going to align with what I'm teaching? Is it going to make an impact and help drive home what we're learning? Right? Or is it, you know, kind of like how, you know, you talk about like, yeah, people want to know like the activities, but they're looking for the feeling. Brent 00:13:02 They're looking for the transformation more than anything else. Right? So now as I look at it, what I'm looking for now is, is what what what are the critical few that are going to really land, right. And you know, for me ziplines that that's something that lands because even if you love them, you're still going to get a rush of adrenaline. There's still going to be some type of emotional response in our body. and you know just I like to have something a little bit. That's, that's specific to the area too. Right. So like when we go out to dinner we're not going to like KFC. We're not going to McDonald's. We're going to go to nice places that are in the area. and, and you know, one I want I want the guys to feel good. Right. So yeah, as I look at that now and then I look at how I'm pricing it, like I knew I was underpriced. I didn't know how much until I was actually on the retreat. Brent 00:13:52 And I remember, like, we rented like this big SUV and we're driving to this, I don't even know what we were doing, but I remember driving with all the guys in the truck, and and I'm like, this is like a $5,000 retreat. Like, they're like, I would pay. Not because I'm biased, but like, I would pay $5,000 for this. And I was charging, like 335. Yeah. So yeah, as I look at this now, now I've created, you know, the packages that range between 3500 to 5000. and then I'm adding the value. Right. Like, it's it's all dependent on what value you want out of it. And then also with what I've reduced from, from an expense standpoint. Now that margin went from really, like, maybe 1% to now I'm targeting more like 20 to 30% margin. And that. Shannon 00:14:38 Gives me, yeah. Brent 00:14:39 Bigger wiggle room and confidence to step into it because I know what it's worth. Shannon 00:14:44 Hey, retreat leaders, pause that retreat planning for just a second because I've got something you do not want to miss. Shannon 00:14:49 I'm headed to London this October to host a live event that's all about teaching you how to host a retreat that's not just transformational, but actually profitable. Imagine sipping tea or champagne with other like minded leaders while mapping out your next sold out retreat. It's happening at the gorgeous Waldorf Hilton in London. I'm spilling all the secrets from pricing to planning, marketing to mindset, and you'll walk away with a strategy you can actually use. No fluff, no BS, just results. So head to Retreat Mastermind training and come join me across the pond. Yes, yes, I noticed this. So Brent and I were talking before we started recording about. it's just my philosophy. Not all hosts are like this, but I'm not a discount person. I'm just. I absolutely am anti discount. And I love though, Brent. How you. I mean, I really loved how you built the value into each offering. So it's kind of like okay here's your first soft touch point you which includes this. And it's you know, 3500 or whatever it was. Shannon 00:15:54 This touch point includes these extra things, and it's 45, you know what I mean? Like, I just I absolutely love that I think that you are positioning yourself in such a way that it is going to be beautifully aligned for the guest to get what they want out of it, and then you to feel energetically aligned in a financial way for what you're offering. Right? Yeah, yes. Because the ones that are paying more, they're getting more from you. and so it's it's a really beautiful exchange. So it sounds like you're totally aligned. Tell me the difference about planning for Sedona, which, by the way, I'm really glad to hear that you at least went and visited the spot before you hosted there. Brent 00:16:33 So yeah. Shannon 00:16:33 Yeah, that really helps. And anybody who's listening, if you're planning a retreat and you've never been there, you've I'm telling you, you've got to make a site visit. It just makes all the difference in the world. and it just really does. But tell me... /episode/index/show/happyhourpodcast/id/37496650

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