Making the move to a new host agency can feel overwhelming - but it doesn’t have to be! In this episode, Ashley Theis from Constant Wayfarer shares her advice on navigating the transition smoothly and strategically. She covers the main reasons advisors switch hosts, key factors to evaluate (like commission structures and industry partnerships), and her step-by-step research process, including how to get insights from suppliers. Plus, she shares smart tips on financial planning, timing your transition, and communicating with clients and host agencies to keep things seamless. If a host agency change is on your radar, this episode is packed with must-know advice to help you make the switch with confidence!

About Ashley Theis:

Originally from Delaware, but currently calls Charlotte, NC home. Ashley has been in the travel industry since 2017. Formerly, she had worked for a television network and a non profit as an event planner and project manager. Since 2021, she has been full time with her travel agency, designing luxury trips all over the world for couples and families. 

theconstantwayfarer.com

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