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:

https://luxuryinbusinessretreats.mykajabi.com/retreat-industry-forum

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:

https://www.wetravel.com/

The Retreat Leaders Podcast Resources and Links:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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: https://dorarankin.com/thsss2026

Learn more about Dora here: dorarankin.com

The Retreat Leaders Podcast Resources and Links:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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: Apple Podcast | Google Podcast | Spotify 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.

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:
  • Learn to Host Retreats
  • Join our private Facebook Group
  • Get your legal docs for retreats
  • Join Shannon in Denver at the Retreat Industry Forum
  • Join our LinkedIn Group
  • Apply to be a guest on our show
  • Get Shannon's newest book : 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:

  Apple Podcast | Google Podcast | Spotify

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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.

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:

  • Learn to Host Retreats
  • Join our private Facebook Group
  • Top 5 Marketing Tools Free Guide
  • Get your legal docs for retreats
  • Join Shannon in Denver at the Retreat Industry Forum
  • Join our LinkedIn Group
  • Apply to be a guest on our show

  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:

  Apple Podcast | Google Podcast | Spotify

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  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.

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: [email protected]

Buy Dan's Book here: https://amzn.to/4qvuyts

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: https://assembleboise.com/

The Retreat Leaders Podcast Resources and Links:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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: www.bessierefalo.com

The Retreat Leaders Podcast Resources and Links:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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: https://lavidalagom.com/ and check out her retreat here: https://lavidalagom.com/meditationmindfulness/

The Retreat Leaders Podcast Resources and Links:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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:

• Learn to Host Retreats

• Join our private Facebook Group

• Top 5 Marketing Tools Free Guide

• Get your legal docs for retreats

• Join Shannon in Denver at the Retreat Industry Forum

• Join our LinkedIn Group

• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.

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:

• Learn to Host Retreats
• Join our private Facebook Group
• Top 5 Marketing Tools Free Guide
• Get your legal docs for retreats
• Join Shannon in Denver at the Retreat Industry Forum
• Join our LinkedIn Group
• Apply to be a guest on our show

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:

Apple Podcast | Google Podcast | Spotify

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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.