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As a new advisor, it’s easy to get overwhelmed. Familiarization trips, or FAMs, can be a big source of questions for beginning advisors. How do you receive an invitation to a FAM? How do you decide which to accept and which to politely decline? How do you prepare in advance? And when you get home, what comes next? On today’s episode of Masters in Travel, Whitney checks in with Julie Patterson, founder of Wanderfully Planned. This year, Julie has gone on three first-time FAMs and is here to report back on her experience, what she learned, and some exciting new projects she has in store.
By Whitney Shindelar and Brianna Glenn5
8686 ratings
As a new advisor, it’s easy to get overwhelmed. Familiarization trips, or FAMs, can be a big source of questions for beginning advisors. How do you receive an invitation to a FAM? How do you decide which to accept and which to politely decline? How do you prepare in advance? And when you get home, what comes next? On today’s episode of Masters in Travel, Whitney checks in with Julie Patterson, founder of Wanderfully Planned. This year, Julie has gone on three first-time FAMs and is here to report back on her experience, what she learned, and some exciting new projects she has in store.

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