Podcast appearances and mentions of michelle loretta

Have you ever used a cash flow plan in your business?If not, this episode is about to change the game for you. I know you might not be a numbers person, but I promise the simple financial knowledge and skills in this episode will go a long way for your business. In this episode, I'm joined by Michelle Loretta to talk about cash flow reports, financial strategies, and why you need them in your wedding business plan. Michelle Loretta is a strategist for the event industry and creator of Be Sage Consulting. Michelle provides financial strategy services and fractional CFO consulting to event business owners.Topics covered in this episode include:What a cash flow strategy and plan isQuestions to be asking yourself as a small business owner How to create a cash flow report If you want to see your profits rise, stick around for this episode. I would love to connect on Facebook: www.facebook.com/DesignYourWeddingBusiness & Instagram: www.instagram.com/design_your_wedding_business!Resources Mentioned:Get the Cash Flow Sheet: https://besageconsulting.com/cashflow Follow @besagealways on Instagram: https://www.instagram.com/besagealways/ Show notes available at: designyourweddingbusiness.com/design-your-wedding-business-podcast/Want to find out which of the 8 CEO's your business needs you to be and the tasks that will benefit you the most? Take the 2 minute quiz and find out now: https://bit.ly/DWYBQuiz

Michelle Loretta is a strategist for the events industry and creator of Be Sage Consulting, formerly Sage Wedding Pros. She has been educating, coaching, and consulting event professionals since 2009. With a degree in accounting, roots at the Big 4 firm Deloitte, and experience as a stationery entrepreneur, she dissects numbers to help level-up businesses' earnings. These days, Michelle primarily provides financial strategy services and Fractional CFO consulting to event business owners. She has been asked to speak at a number of industry conferences, including Coterie, Lend & Gather, Wedding Wire World, NACE Experience, and The Special Event. She was named one of the TOP 1000 Event Professionals by BizBash in 2019. Michelle is also the winner of the 2021 ILEA ESPRIT best conference award for the Be Sage Conference. You will hear all about Michelle's journey and her tips on ​'How to Prepare for Economic Uncertainty.' We will finish up with 'What She Wishes Other Vendors Knew' and her 'Confetti Hour Confession.' Featured Guest: Michelle Loretta with Be Sage Consulting Website: www.besageconsulting.com  Instagram: @besagealways  Tune into Michelle's first episode on The Confetti Hour - Listen to the podcast here! ---- THE CONFETTI HOUR WEBSITE! This website is home for my mentoring services for wedding planners, my educational blog, the podcast, and one of my favorite new offerings -- THE CONFETTI HOUR SHOP! The shop offers digital resources, fun products, and my go-to business tools for wedding pros & so much more. Check out the new site at www.reneesabo.com!  ——— Join Our Patreon Family!  Help support Renée and The Confetti Hour show with a small contribution per month. Your support goes towards the professional maintenance of the show allowing Renée to continue to bring on reputable professionals to share their incredible journeys and tangible tips to help wedding professionals elevate their services. In addition, our Patreon family receives additional discounts to my education shop and freebie resources throughout the year! Consider supporting at https://www.patreon.com/theconfettihour ——— Bring Your Event to Life! Merri is an online visualization platform for event planning that allows planners to bring their client's events to life in 3D. You can visualize your entire event using models of furniture, decor, flowers, and more, all within renderings of your venue! It also allows you to collaborate with your vendor team for seamless planning and execution of events. If you are a planner and are ready to see how Merri can uplevel your business, head to the MERRI website and use code 'RENEE' for a free 30-day trial!  For venue or rental companies interested in becoming involved on the platform, you can email ambassador@bemerri.com to get started!

This month's topic is Money Management and in this episode, we are sitting down with Michelle Loretta and diving into How to Prepare your Wedding Business for a Recession.  We talk about - > What couples are changing/doing differently because of the potential recession> Steps business owners can take to prepare financially> How to pivot your business strategy with new opportunities> De-bunking the idea that the wedding industry is “recession proof”> Solidifying why building a tribe and networking is so importantListen all the way through for the tangible SWAG at the end of every episode on the 3 things you can start implementing into your business today! Spoiler alert ;) - here's the list… Save 10-20% of annual sales as a cash cushionDon't cut back on marketing, make it as easy as possible to be discovered. Hold tight to your network of people, take care of eachother. Tune in next week for our new monthly topic covering Appointments and Tours ,next week we are diving into Appointment Preparation Checklist. For BTS between episodes: follow us on Instagram: @theweddingsassholesRate, Review, Follow and Share this episode with a friend! Thank you to our show producer and sponsor Sol Rise Entertainment. For all of your music entertainment needs please visit them at  Sol Rise Entertainment - DJs - Live Music - Orlando (solrisellc.com)Need help? Email co-hosts Shannon Tarrant & Vanessa Negron at TheWeddingSass@gmail.com HER LINKS: People can learn about financial strategy services with me here: https://besageconsulting.com/wedding-business-financial-strategy-coaching/They can hire me to speak here: https://besageconsulting.com/wedding-industry-speaker/And, they can learn more about our next conference here: https://besageconference.com/ (we just had it - so we will announce 2024 in May-June-ish)

This month's topic is Money Management and in this episode, we are diving into Smart Budgeting Tip for any Wedding Business.  We talk about - > Marketing Expenses Categories> Operational Expense Categories> Marketing Sales Projections> Our favorite budget tipsListen all the way through for the tangible SWAG at the end of every episode on the 3 things you can start implementing into your business today! Spoiler alert ;) - here's the list… Start by dividing everything into 3 categories: marketing, operational, sales/incomeDream big! When you make a budget, include everything you could possible spend money onBe sure to mark November 1st on your calendar as your budget deadlineTune in next week continuing our monthly topic Money Management, next week we are sitting down with Michelle Loretta with Be Sage Consulting to discuss How to Prepare your Wedding Business for a Recession. For BTS between episodes: follow us on Instagram: @theweddingsassholesRate, Review, Follow and Share this episode with a friend! Thank you to our show producer and sponsor Sol Rise Entertainment. For all of your music entertainment needs please visit them at  Sol Rise Entertainment - DJs - Live Music - Orlando (solrisellc.com)Need help? Email co-hosts Shannon Tarrant & Vanessa Negron at TheWeddingSass@gmail.com

It's been 4 years since Weddings for Real came to be. Over the last 4 years we've evolved and grown in a lot of ways and today, we'll share some of our all time favorite AHA-moment episodes, and we invite you to join in on the fun! Episodes mentioned include: 71: Toxic Stress and How It's Killing Your Business, with Therapist and Executive Coach Andy Maurer 73: Relator, Analyzer, Boss, and Dreamer: How to Sell To and Work With the 4 Types of Wedding Clients, with Ideaction's Sam Jacobson 85: What My Children Have Taught ME About Business, with Single Dad Jose Rolon 104: Defining Luxury on Your Own Terms, with The Flower Guy Bron 113: What is Entrepreneurship Costing You? (She Creates Business Podcast with Kinsey Roberts) 119: Preventing Squirrel Brain: Time Blocking and Productivity Tips from Brandee Gaar 140: Daily Routines and Personal Growth for Wedding Pros, with Gurminder Banga 157: Unraveling, with Adrienna McDermott 154: How to shift your business to meet Amazon-addicted couples, with Michelle Loretta 164: Should wedding vendors require couples to use a planner? Photographer Jillian Knight does This episode is brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul. The doors are currently closed for The Vault, but join the wait list now so you can be the first to know when the doors re-open. Weddings for Real on Social Media: Instagram: @weddingsforreal Facebook: @weddingsforreal twitter: @weddingsforreal The host of the show is Megan Gillikin, owner and lead consultant at A Southern Soiree Wedding and Event Planning.  She's also available for wedding and hospitality business consulting and can be reached at megan@weddingsforreal.com.

Did you know that being an energy hoarder can actually put your energy in higher demand? I had never really thought about it like that but we now have the opportunity in today's episode.   We're joined by Michelle Loretta. She is a strategist for the events industry and creator of Be Sage Consulting, formerly Sage Wedding Pros. Michelle is an educator, a coach, a consultant, and a professional. And she's been doing all of this since 2009. She has a degree in accounting, so she knows her numbers!   Join us as we deep dive into balancing time off with a time in creating your own demand and the all important Holy Grail of entrepreneurship—a good cash flow plan. Let's get started!   In this episode, you'll learn:   Why brakes are necessary — rest is a productivity tool. How to protect your energy to create abundance The questions to ask if you're feeling overworked: How many clients are you taking on each year? Is your price too low? The stages in terms of comfort in terms of financial strategy and business. The ins and outs of Cash Flow Planning   If you're looking to help align your energy with that lovely financial advice make sure you go to www.flourishmarketing.co/recalibrate to align your chakras, your abundance keys, with your business strategy and your cash flow plan.   Here's a peek inside this episode:   [1:19] Mantra of the Day   [3:26] Build a business on willpower   [9:40] Energy Hoarder — Use energy wisely: computer off at 5:00 PM + weekends are sacred.   [12:09] Do one thing a day, or set aside time every day to do the one thing you need to do to make your day, week, month, and year successful.   [16:30] How many clients are you taking on each year?   [17:06] Is your price too low?   [18:29] You can't always just raise your prices.   [21:18] Money is just a reflection of everything else happening in your business.   [22:13] Stages in terms of comfort in terms of financial strategy and business.   [28:34] Email is a gateway drug. You are there to solve problems if you are in your inbox. If you are on a break, don't open your email.   [29:25] Sabbatical—take time off for three to four weeks every three years.   [30:52] Create your own demand.   [35:32] Create a cash flow plan Connect with me!     Podcast Instagram: The Flourishing Entrepreneur FM Website: Flourish Marketing | Strategy, Copywriting & Coaching Schedule a Discovery Call: 30-Minute Discovery Call - ALEYA HARRIS Where to find more of Michelle:   Michelle's Instagram: Consulting for Event Pros Michelle's Website: Be Sage Consulting

Join us as we take a walk down memory lane and recap some of our favorite goal setting and time management tips from the older episodes of Law Chat with Girija.   Episode Introduction:  In today's episode, we're going to learn some really key points about goal setting and managing our time well in 2022 by referring back to some of our most amazing episodes and reiterating the lessons we learned from our guest experts.   Episode Summary:  Girija Patel walks you through five super-effective action tips that you can start practicing right away as you gear up for the new year. We'll be recapping some of our favorite episodes on the podcast and summarizing, in brief, the lessons that our guest experts taught in each of them.   Main Takeaways: The key to goal-setting is to set manageable and realistic goals for yourself so that you don't end up overwhelming yourself in order to achieve them. The M.O.M. Method by Lani Jackson teaches us that being productive starts with your mindset. In order to truly manage your time well, you need to start by envisioning the kind of life you want to be living. Figure out your high and low energy points during the day and schedule your days accordingly. It is really important for you to define your values and align them with your business practices as that makes the task of scheduling your work a lot simpler by sorting your priorities for you.  The D.O.N.E. Method by TaJuanna Taylor helps you reduce overwhelm during a launch by Defining, Owning, Nurturing, and finally Executing your goals. Michelle Loretta tells us that the numbers in our business tell a story and instead of running away from the financial aspect of our business, we should leverage it to scale. Kari Roberts tells us that the Standard Operating Procedures (SOPs) are an absolutely critical part of our business as they help us streamline our processes and grow our business.    Episodes Mentioned:     Take Back Time: How to Productively Structure Your Week Using the M.O.M. Method with Lani Jackson       How to Define Your Values and Ways to Align them in Your Business       Reducing the Overwhelm in a Launch and the D.O.N.E. Method with TaJuanna Taylor       Importance of a Business Plan and Financial Strategy with Michelle Loretta       What an Online Business Manager Does and How to Simplify Your Business Operations with Kari Roberts   Help us mentor other entrepreneurs through the power of storytelling by rating us and leaving a positive review on Apple Podcasts: https://podcasts.apple.com/us/podcast/law-chat-with-girija/id1528580730   Get the FREE Five Day Legal Audit: https://yourcontractbuddy.com/5-day-free-legal-audit-challenge/   Join Law Chat for Entrepreneurs Free Facebook Community: https://www.facebook.com/groups/449334726047480   Get the visual experience, watch the videocast for this episode: https://youtu.be/kudYNsDp_lk   Connect With Girija: Website: https://www.gbplaw.com/ Instagram: https://www.instagram.com/gbplaw/ Facebook: https://www.facebook.com/GBPLaw/   Get Ready To Use Contract Templates At: https://yourcontractbuddy.com/

When I need something for my house or for my business, I order it on my phone and get it literally the next day. And if I have to wait two days, fine I guess, but I'm not too happy about it. We all want it right away. And with that mindset in mind, Michelle Loretta from Be Sage Consulting has some insight into what that means about how to work with Amazon-addicted couples. This episode is brought to you by Lemon Tree Editorial Michelle Loretta Episode 68: How to Weigh the Financial Risks of Your Big Business Decision This episode is also brought to you by The Planner's Vault, my online membership site for wedding planners who are hungry to grow, ready to hustle, and actively seeking community and education. In the vault, there are guest experts on many topics relevant to growing and cultivating a successful event planning business with new content added consistently, plus all of my templates that I have built out over the years, like How to Get on Preferred Vendor Lists, The Client Experience, and more. The mission with the vault is to elevate the industry (along with some amazing experts and fellow entrepreneurs) and I want it to be affordable so it's possible to stay invested in the community and yourself for the long haul. The doors are currently closed for The Vault, but join the wait list now so you can be the first to know when the doors re-open. Weddings for Real on Social Media: Instagram: @weddingsforreal Facebook: @weddingsforreal twitter: @weddingsforreal The host of the show is Megan Gillikin, owner and lead consultant at A Southern Soiree Wedding and Event Planning.  She's also available for wedding and hospitality business consulting and can be reached at megan@weddingsforreal.com. Weddings for Real is edited and produced by Earfluence.

Businesses CAN make six to seven figures?! If you are looking for Business Planning and Strategy as an Entrepreneur to skyrocket your business, this is the video for you. The three types of people you NEED to hire as an entrepreneur are the worker-bees, the manager, and the executive. Today we talk about Business Strategy and Business Planning as an Entrepreneur. We also talk about the importance of being the executive and hiring the worker-bees and managers in order to really scale your business. Thanks for checking out The Venue RX on Youtube. We are a team of content creators bringing you weekly reviews, tutorials, and business coaching videos. For a look at all things motivation, mindset, podcast interviews, and more...this is the place to be! Learn all about our guest here

If you're ready to get financially strategic in your business, tune in to find out some insider hacks from a seasoned professional.   Episode Introduction:  Our guest today talks about her journey from being an accountant for a big firm to now owning her own consulting firm that specializes in business strategy for event professionals.    Episode Summary:  Michelle Loretta walks us through her professional pathway sharing fun anecdotes at every stop on the way. Having tried multiple positions at various big and small businesses, Michelle joins us today to share her wisdom about the importance of business strategy and a financial strategy. Like she says in the episode - “the numbers don't lie”.   Main Takeaways: It is important to remember that your degree is not going anywhere, you don't have to stay married to your job if it isn't inspiring you. Most businesses start facing challenges when they're two-three years in, as the business matures, it starts to tackle professional challenges. As a business owner, pick one to two platforms to run your business on. Do not try to be active on every platform as that'll result in burnout. Make a list of twenty people who wholeheartedly support your business and constantly be in touch with them. Word of mouth is a great way to get new clients. The four elements of a business plan are: Vision  Marketing Operations  Finances Putting a business plan in place helps your vision get clarity. Your numbers speak a lot about your business' profitability. Contracts made any business relationship a lot more functional, efficient, and systemized.   Fun Facts About Michelle Loretta: Her favorite books are Delivering Happiness by Tony Hsieh, Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear, and Americanah by Chimamanda Ngozi Adichie.   Find Michelle Loretta: Website: https://besageconsulting.com/ Instagram: https://www.instagram.com/besagealways/ Facebook: https://www.facebook.com/BeSageConsulting/ Get the visual experience, watch the videocast for the episode here: https://youtu.be/crM46qNSAZI   Connect With Girija: Website: https://www.gbplaw.com/ Instagram: https://www.instagram.com/gbplaw/ Facebook: https://www.facebook.com/GBPLaw/   Get Ready To Use Contact Templates At: https://yourcontractbuddy.com/

Michelle Loretta of Be Sage Consulting joins Greg to discuss how to master the marketing budget, marketing beyond just Instagram and Social Media, and how to attract the right clients. Michelle has a degree in accounting and began her career in corporate America working for large companies like Deloitte and Coach.  In 2004, she started a stationary business and discovered how incredible the events industry is with talented creatives that have passion and drive. In 2009, she started a blog that led to Sage Wedding Pros delivering B2B resources for creatives that wanted to become better entrepreneurs.  In 2020, Sage Wedding Pros became Be Sage Consulting in reflection of how the brand has grown as a leader in the event and wedding industries. Find out more at besageconsulting.com

Are you the CFO of your business? with Michelle Loretta, BeSageConsulting.com. How to become the Chief Financial Officer. What are the three important financial parts of your business? When should you hire financial specialists? Is it wise for you to scale?

Testing the Success of a New Revenue Stream with Michelle Loretta. BeSageConsulting.com. Adding revenue streams can be a powerful move for event professionals. Expanding services and diversifying risk are ways to ensure longevity in an increasingly competitive market. Michelle tackles the complex questions that arise in this transition, as well as how the different methods of scaling your new revenue stream can impact your business financially and operationally.

We are chatting with Michelle Loretta from Be Sage Consulting all about navigating pricing during a difficult year. Michelle helps break down why discounting is never a good idea, how to ensure your business will survive the next “pandemic” like event, and how pricing is really part of your marketing strategy. A little bit about Michelle's business Be Sage Consulting was one of the first B2B resources specifically tailored to creatives who wanted to become better entrepreneurs. Michelle works one-on-one with event pros to adjust and redefine their business strategies. Be Sage Consulting also hosts an annual Be Sage Conference, which welcomes creative entrepreneurs from around the world for a weeklong mastermind on all things business. Visit Website: https://besageconsulting.com Instagram: https://www.instagram.com/besagealways Facebook: https://www.facebook.com/BeSageConsulting Love the podcast? Please leave a 5 ⭐️ review on Apple Podcasts. Our Investment Guide Template for Wedding Photographers is available in our online shop. Need help with your wedding submissions? Get our Insiders Guide to Wedding Submissions Sign up for Flodesk Here and lock in the beta discount of $19 per month forever! Stay Connected: Follow @teawithjaine & @jainekershner on Instagram Find us on Clubhouse @jainekershner Want to be a Sponsor? Visit Our Website to Apply: www.teawithjaine.com

Pricing in your business is more than just about the numbers you land on- it has a lot to do with how you want to position yourself in the market. In this interview, Michelle Loretta, founder of Be Sage Consulting, will walk you through the steps that will allow you to command higher prices for your services and goods. Takeaways include: ● Rarity in your market and how it can increase your value ● Brand shifts that will command higher dollars ● Selling smarter with up-selling, restructured services, and listening to your client's needs With a degree in accounting, it seemed like Michelle had her career laid out for her when she began working in the corporate world at companies like Deloitte and Coach. It wasn't until she started a stationery business in 2004 that she discovered what many already knew at the time: The events industry was chockful of incredibly talented creatives, but few had the business experience to truly understand the strategy behind running a sustainable company. After spending a few years immersed in the industry, Michelle started a blog in 2009 aimed at educating fellow event professionals in the business of weddings. Be Sage Consulting quickly took off as it was one of the first B2B resources specifically tailored to creatives who wanted to become better entrepreneurs. Since then, her business has developed into a consultancy and she now works one-on-one with event pros to adjust and redefine their business strategies. Her thought leadership has carried over to her professional speaking circuit, where she has been asked to speak at numerous national conferences. Connect with Michelle: https://besageconsulting.com/ https://www.instagram.com/besagealways/ https://www.facebook.com/BeSageConsulting/ http://twitter.com/SageWeddingPros https://www.linkedin.com/in/michelleloretta/

Making decisions is tough, especially for people that are more creative business owners. Learn how to surround yourself with an all star team that allows you to make decisions better. Shark Bite Biz's David Strausser chats with Michelle Loretta, the Owner & Chief Strategist for Be Sage Consulting about how you can leverage financial experts to further your business dreams. Visit Michelle Loretta's Be Sage Consulting here: https://besageconsulting.com/ Visit our NEW Merch store: http://shark-bite-biz.myteespring.co Join our Reddit Community: https://www.reddit.com/r/SharkBiteBiz/ Donate to our Patreon to SUPPORT this channel and get some BENEFITS and PERKS: http://patreon.com/sharkbitebiz Subscribe to the audio podcast on: http://www.SharkBiteBiz.com Find out more about the host, David Strausser: http://www.davidstrausser.com Follow David Strausser on Instagram: https://www.instagram.com/dstrausser83/ Follow us on Facebook: http://www.facebook.com/SharkBiteBiz Follow us on Twitter: http://www.twitter.com/SharkBiteBiz Listen on Apple iTunes: https://podcasts.apple.com/us/podcast/shark-bite-biz/id1522304651 Listen on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuc2hhcmtiaXRlYml6LmNvbS9mZWVkLnhtbA Listen on Spotify: https://open.spotify.com/show/1CZh0QdNr5Nn8CD8kInMAJ Listen on Stitcher: https://www.stitcher.com/podcast/shark-bite-biz Listen on iHeartRADIO: https://www.iheart.com/podcast/269-shark-bite-biz-68819872/ Intro music courtesy of Stationary Giant: https://instagram.com/stationarygiant?igshid=1mf4umgejvpgi Connect with David Strausser on LinkedIn: http://www.linkedin.com/in/DavidStrausser Produced by: Francisco Strausser: https://www.youtube.com/channel/UC82qlvfm4mXg3C3AzqPHthw

Managing Your Cash Flow During a Crisis with Michelle Loretta, Founder, SageWeddingPros.com! When it comes to the finances of your business it can be intimidating to think about the balance of cash flow, especially during a crisis. How can you forecast what your financial future looks like? Steps you need to make the right business decisions now. Effects of seasonality on your cash flow. Sales forecast and financial history in crisis.

With a degree in accounting, it seemed like Michelle had her career laid out for her when she began working in the corporate world at companies like Deloitte and Coach. It wasn't until she started a stationery business in 2004 that she discovered what many already knew at the time: The events industry was chock full of incredibly talented creatives, but few had the business experience to truly understand the strategy behind running a sustainable company. After spending a few years immersed in the industry, Michelle started a blog in 2009 aimed at educating fellow event professionals in the business of weddings.   Sage Wedding Pros quickly took off as it was one of the first B2B resources specifically tailored to creatives who wanted to become better entrepreneurs. Since then, her business has developed into a consultancy and she now works one-on-one with event pros to adjust and redefine their business strategies.   Sage Wedding Pros also hosts an annual Be Sage Conference, which welcomes creative entrepreneurs from around the world for a weeklong mastermind on all things business. Michelle was named one of the Top 1000 Event Professionals by BizBash Magazine in 2019. Her thought leadership has carried over to her professional speaking circuit, where she has been asked to speak at numerous national conferences including The Special Event, WeddingWire World, NACE Experience, POSH Retreat, ABC, and BizBash Live, as well as local chapter meetings for WIPA and ILEA. She is also a regular contributor to Wedding Business Magazine and has been featured on Planners Lounge, WeddingIQ, Aisle Planner, and countless other industry publications.   You will hear all about Michelle's incredible career journey and she will also be sharing her expert advice on 'The Amazon Effect –  How to Shift Your Event Business to the Demands of Today's Consumer.' We will finish up with 'What She Wishes Other Creatives Knew' and her 'Confetti Hour Confession.'   Featured Guest: Michelle Loretta of Sage Wedding Pros   Website: www.sageweddingpros.com   Facebook: http://www.facebook.com/SageWeddingPros   Instagram: @SageWeddingPros     Courses & Tools: https://sageweddingpros.com/small-business-online-courses-tools/     Free Cashflow Worksheet: https://sageweddingpros.com/2020/04/free-cashflow-plan-worksheet-for-event-businesses/     Hire Michelle to speak on The Amazon Effect: https://sageweddingpros.com/wedding-industry-speaker/     -   Thank you to our Sponsor!     Happily Ever Expo | Happily Ever Expo is offering a virtual expo where you can pre-record your pitch and will connect you with potential clients! Happily Ever Expo is also hosting an outdoor wedding expo on October 25th at Connemara House Farm in Topsfield, MA! Reach out today to get featured virtually or in person! Space is limited!! Visit their website happilyeverexpo.com for more information and email info@happilyeverexpo.com

Listen to the Wedding Bossness podcast here: https://linktr.ee/weddingbossness Subscribe to Musicbed - http://share.mscbd.fm/WeddingBossness Your subscription to Musicbed includes: - Unlimited music for all of your wedding films - Access to a curated roster with hundreds of artists and composers, including CHPTRS, Tim Halperin, The Light The Heat, Tony Anderson, Chad Lawson, and more. Also, browse dozens of curated playlists like Romantic, Uplifting Acoustic, Cinematic, and more. - Full clearance to upload to all social media and streaming platforms, including quick YouTube clearance with SyncIDTM. Get 50% for Honeybook by using our code: http://share.honeybook.com/boffovideo Canva: http://canva.7eqqol.net/OqKGW Get 10% off of Soundstripe: https://soundstripe.grsm.io/paulsantiago Checkout the YouTube channel for bite sized business videos: https://www.youtube.com/channel/UCs4f-7m3H2K562O3Lb01xcw/ LIKE THE PAGE! https://www.facebook.com/weddingbossness JOIN THE GROUP! /www.facebook.com/groups/weddingbossness/ The Wedding Bossness Podcast hosted by Paul Santiago BossIG: www.instagram.com/weddingbossness BoffoIG: www.instagram.com/boffovideo Website: www.thebossness.com Special thanks to Chris Holt for the sexy headshot Music credits: Season 1 : Isaac Joel - Azophi, Isaac Joel - Adler, Isaac Joel - Obliqua and Isaac Joel - Clavius from www.SoundStripe.com Season 2 : Yung Koolade - Rise, Isaac Joel - Two Leaf Anemone, Yung Koolade - Shee give me that good love from www.SoundStripe.com Check out our podcasting host, Pinecast. Start your own podcast for free, no credit card required, forever. If you decide to upgrade, use coupon code r-ea71ad for 40% off for 4 months, and support Wedding Bossness.

This week, we are tackling that dreadful word... business finances. I’m chatting it up with Michelle Loretta, a business planner and financial strategist at Sage Wedding Pros. Tackling everything from financial planning, online bookkeeping, forecasting and paperwork, this episode is chock full of educational tidbits every entrepreneur should have in their back pocket to make savvy and money-saving decisions in their business.  KEY TAKEAWAYS:  Math Shame  Financial Fundamentals  Finance Squad for your Business Strategy  Investment Accounts/Personal Finance  Organize Paperwork  Other Financing Software to Look At  Segmenting  Financial Forecasting 

Sometimes people are put in your lives at the exact right time that you need them… that’s a big statement but it’s very true for this Podcast Interview I did with Michelle Loretta of Sage Wedding Pros this week. Not planned Michelle gives some real insight and help into the current COVID-19 situation, while she helps her own clients navigate through this time to keep their businesses afloat. Michelle also shares her knowledge of the much talked about law in California AB5. We then dive into our planned topic of her advice for training and managing a successful team. Michelle has dedicated her time to supporting, teaching and helping Wedding Vendors build a financially successful business and it was an honor to have her on the podcast!

You guys... what in the holy hell is going on??!? COVID-19 is hitting us all in the event industry HARD, and now is the time to look at your business and adjust as best you can. In this week's episode of the This Week In Weddings podcast, we're chatting with Michelle Loretta about ways to prep your business for the economic impact of the coronavirus. About our guest: Michelle Loretta is a strategist for the wedding industry and creator of Sage Wedding Pros, founded in 2009. She blends her past as an accountant for Deloitte, a sales and marketing manager for DDLA, a merchandiser for Coach, and a wedding stationery entrepreneur to help entrepreneurs better their businesses. Sage Wedding Pros produces Be Sage Conference, a master-level event for wedding professionals nationwide. Michelle has been asked to speak at a number of industry conferences, including Wedding Wire World, NACE Experience, and The Special Event. She was named to the TOP 1000 Event Professionals by BizBash in 2019. In this episode, listeners will hear about: The effects of the coronavirus and COVID-19 on our industry The importance of lobbying for client's to postpone instead of cancelling Safeguarding your cashflow by adjusting your payment processes going forward so that they match the scope of work and milestones Michelle's thoughts about collecting remaining balances from couples when their event is postponed or cancelled When it's time to consider a business loan or a line of credit SBA Loan info for Coronavirus Impact: https://www.sba.gov/page/guidance-businesses-employers-plan-respond-coronavirus-disease-2019-covid-19 Ideas for pivoting in your business to generate quick income Buy Me a Coffee: https://ko-fi.com/ How to Prepare for a Recession: https://sageweddingpros.com/2020/03/how-to-prepare-your-event-business-for-a-recession/ Sage Wedding Pros COVID19 Resources: https://sageweddingpros.com/2020/03/coronavirus-covid-19-and-your-event-business/ Want to connect with Michelle? www.sageweddingpros.com Instagram: @sageweddingpros Facebook: https://www.facebook.com/sageweddingpros Twitter: @sageweddingpros This episode of This Week In Weddings is sponsored by Honeybook.

Credits: Subscribe to Musicbed - http://share.mscbd.fm/weddingvideobossYour subscription to Musicbed includes: - Unlimited music for all of your wedding films - Access to a curated roster with hundreds of artists and composers, including CHPTRS, Tim Halperin, The Light The Heat, Tony Anderson, Chad Lawson, and more. Also, browse dozens of curated playlists like Romantic, Uplifting Acoustic, Cinematic, and more. - Full clearance to upload to all social media and streaming platforms, including quick YouTube clearance with SyncIDTM.JOIN THE GROUP! /www.facebook.com/groups/weddingvideoboss/The Wedding Video Boss Podcast hosted by Paul SantiagoBossIG: www.instagram.com/weddingvideobossBoffoIG: www.instagram.com/boffovideoWebsite: www.weddingvideoboss.comFor comments & suggestions email me at: weddingvideoboss@gmail.comSpecial thanks to Chris Holt for the sexy headshotMusic credits: Season 1 : Isaac Joel - Azophi, Isaac Joel - Adler, Isaac Joel - Obliqua and Isaac Joel - Clavius from www.SoundStripe.com Season 2 : Yung Koolade - Rise, Isaac Joel - Two Leaf Anemone, Yung Koolade - Shee give me that good love from www.SoundStripe.comCheck out our podcasting host, Pinecast. Start your own podcast for free, no credit card required, forever. If you decide to upgrade, use coupon code r-ea71ad for 40% off for 4 months, and support Wedding Bossness.

In this episode, I'm joined by wedding industry thought-leader, Michelle Loretta of Sage Wedding Pros. We are talking MONEY - one of my fave topics - and specifically, how to make some big decisions about what do with the money in your wedding business when it comes to achieving your goals. Michelle shares some really, really important and valuable tips throughout this episode, and I strongly encourage listeners to check out her incredible programs and courses - she's the real deal, my friends!Links:Wedding Planner SurveyProfit & Purpose Waiting ListSageWeddingPros

Remember your high-school economics class? Okay good, because today’s episode is going to be nothing like that. Today we’re making numbers, margins, pricing and market metrics fun with Michelle Loretta, a business consultant, financial strategist and founder of Sage Wedding Pros. Before launching her own business, Michelle worked as an accountant for Deloitte, sales and marketing manager for DDLA and merchandiser for Coach. Since then, she’s applied her corporate and entrepreneurial expertise to wedding businesses worldwide and launched herself onto the live-event space as a frequent speaker at professional conferences.  Through Sage Wedding Pros, Michelle also produces her own next-level summit known as The Be Sage Conference. I have had the privilege of attending twice, once as a speaker, and it truly is an amazing program. For those of you who don’t want to miss it, Michelle’s next conference is coming up in Austin in February of 2020.  On today’s episode, Michelle and I talk about business planning, the economics of selling products and how financial decisions in your business affect your operational plans. We promise, whether you’re creative or business minded, this episode will inspire you to start drafting all of your next big business plans.  ON TODAY’S EPISODE: Michelle’s journey and background  What inspired her to start her own stationery business How blogging evolved into hosting workshops Benefits of getting your business plan on paper Reframing your financial goals as business milestones The economics of selling products Trading margins for volume  Considerations for pricing physical vs digital products Common mistakes made during go-to-market  Tips for pricing your products  Numbers. Numbers. Numbers. What’s up next for Michelle & the Be Sage Conference   KEY TAKE-AWAYS:   “Everyone has a backstory that we weave into the businesses we're creating and in that way we can help one another.” - Katie Hunt    “The wonderful thing about the traditional business plan is that it really forces you to look at all aspects of your business, not just the ones that come comfortably.” - Michelle Loretta    “You can't make a marketing decision without thinking of the financial aspects. Every financial decision links to an operational and marketing decision.” - Michelle Loretta   “Every decision needs to come back to how does this fit with the overall goals, the overall focus.” - Katie Hunt    “When you're selling direct to consumer, that’s one  thing, but moving from 5,000 to 15,000 orders you have to ask, ‘do I have an operational structure that can support that?’  - Michelle Loretta   “If you price it too low, you won’t make any money on your products. If you price it too high, you'll price yourself out of the market and nobody's going to buy. So you really need to know your personal numbers.” - Katie Hunt    “Pricing is actually a marketing decision. It's not a financial decision. It's a marketing decision that you test financially.” - Michelle Loretta    “Knowing what your numbers are doing is so critical from season to season, month to month, quarter to quarter, year to year.” - Michelle Loretta    “It's hard to be good at all things. My recommendation is create your first channel, and then only after you’re profiting and you're thriving with it, expand into the second channel.” - Michelle Loretta    “If you're not happy with what you're earning, that's the red flag that you need to be aware of. That’s when you need to boost profit margins by 2% to 5% in the next year.“  - Michelle Loretta    “You need to know your margins, you need to create benchmarks. You need to try to best your benchmarks.”   - Michelle Loretta    LINKS Conference: besageconference.com  Website: http://www.sageweddingpros.com Facebook: https://www.facebook.com/SageWeddingPros Instagram: https://www.instagram.com/sageweddingpros/ Pinterest: https://www.pinterest.com/sageweddingpros/ Twitter: https://twitter.com/SageWeddingPros   SPECIAL OFFER:  3 Free Months of Gusto! Gusto makes payroll, taxes, and HR actually easy for small businesses. Fast, simple payroll processing, benefits, and expert HR support all in one place. Gusto automatically pays and files your federal, state, and local taxes so you don’t have to worry about it. Plus they make it easy to add on health benefits and even 401(k)s for your team.  Those old-school, clunky payroll providers just weren’t built for the way modern small businesses work. But Gusto is. Now is the best time to get set up for the new year. Don’t wait.  Proof to Product listeners get 3 free months of Gusto when they run their first payroll. Try a demo and see for yourself at http://www.gusto.com/proof SUBSCRIBE To subscribe on iOS, go to the iTunes page and subscribe to Proof to Product. On Android, you can listen using your favorite podcast app.  WRITE A REVIEW Writing a review on iTunes will help other product based business owners find Proof to Product as they are working to up level, scale, and build profitable and sustainable companies. FOLLOW PROOF TO PRODUCT Follow Proof to Product on Instagram for the latest updates. JOIN OUR EMAIL LIST If you'd like to receive more information about our upcoming episodes of Proof to Product including show notes and information about our guests, head over to www.prooftoproduct.com and sign up for our email list.   SHARE Be sure to share Proof to Product with all of the product based business owners that you know!    ABOUT PROOF TO PRODUCT: Proof to Product is hosted by Katie Hunt. Since 2011, Proof to Product has worked with thousands of product based businesses to help them up level, scale, and build profitable sustainable companies. You can find our show notes and additional resources at ProofToProduct.com. If you like what you heard today, please head over to Apple Podcast to leave a five star review and subscribe. Thanks so much for listening. We'll be back next week with a new episode!

The She Creates Content is now available for $127 Create high-converting content in your wedding business to build relationships and drive more sales in your wedding business. When you purchase the Content Calendar you'll get: - 10-Page Welcome Guide - 365 Days of Content Ideas for Wedding Pros Only - 30-Day Prompt Strategy Sample The price goes up to $197 on December 10th, 2019 so don't wait friends! My guest today is the incomparable, Michelle Loretta from Sage Wedding Pros and the Be Sage Conference. She's digging into ways we can Take Business Risks with Intention and Purpose. Learn more about the Be Sage Conference here Accounting 101 for Wedding Professionals How to Create a Cash Flow Plan Here's more about Michelle: Michelle Loretta is a business consultant and financial strategist for wedding and event professionals. As the founder of Sage Wedding Pros, she blends her past as an accountant for Deloitte, a sales and marketing manager for DDLA, a merchandiser for Coach, and a stationery entrepreneur to strengthen wedding businesses worldwide. Sage Wedding Pros produces the next-level summit Be Sage Conference. Michelle has been asked to speak at a number of industry conferences, including NACE Experience, Biz Bash Live, and The Special Event.

We are chatting with Michelle Loretta of Sage Wedding Pros all about how to create and easy business plan for your wedding photography business. Michelle is a business consultant and financial strategist for wedding and event professionals. She gives us a clear guide how to create our own business plan and how to use it in our own business. Visit Website: http://www.sageweddingpros.com Conference: http://www.besageconference.com Instagram: https://www.instagram.com/SageWeddingPros Pinterest: https://www.pinterest.com/sageweddingpros Our online course How to Start a Podcast is here! Stay up to date & visit us at www.teawithjaine.com and follow www.instagram.com/jainekershner on Instagram to see our latest IGTV episodes. Have a topic you'd like us to discuss? Email us at hello@teawithjaine.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

  Michelle Loretta from Sage Wedding Pros is a wedding business consultant with a mind for numbers and a passion for business plans! Today she comes on the show to talk all about how to make your big business decisions, and it can't be just because your competitors are doing it.   Sage Wedding Pros on Social Media: Instagram: @SageWeddingPros Facebook: @SageWeddingPros twitter: @SageWeddingPros   Weddings for Real on Social Media: Instagram: @weddingsforreal Facebook: @weddingsforreal twitter: @weddingsforreal Music for this episode by https://www.bensound.com. The host of the show is Megan Gillikin, owner and lead consultant at A Southern Soiree Wedding and Event Planning.  She's also available for wedding and hospitality business consulting and can be reached at megan@weddingsforreal.com. Weddings for Real is edited and produced by Jason Gillikin for Earfluence.

Do you have an effective system for managing your company’s finances? Or are you operating and making key decisions without having a firm handle on your cash flow? If you wanna grow your company the right way — being intentional and strategic about your financial planning — then this podcast episode is for you! Michelle... The post WII 043: Michelle Loretta Gives You a Powerful System for Managing Your Company’s Finances appeared first on Timeline Genius Blog.

If you’ve ever thought about attending a live event or conference, it can get quite overwhelming trying to decide amongst the many events taking place. And given the costs involved for things like tickets, flights and hotels - not to mention the time away from work and family - it can be quite a financial investment. So how can you ensure that you’re getting the best return on your hard-earned dollars when deciding which conference to attend? In this episode, Michelle Loretta, the organizer of the Be Sage conference, and I are sharing our best tips on how you can go about deciding which conference to spend your hard earned dollars on. We’re talking about how to do your research, what you should be doing before, during and after the event, and even some savvy tricks on how you can start budgeting to attend that conference you’ve been eyeing.  To learn more and get the show notes, visit: www.annettestepanian.com/officetalk

This week's episode of the This Week in Weddings podcast is all about expecting the unexpected. When it comes to running a small business in the wedding industry, we rarely think about the "what if" -- what happens if we get sick, if there's a death in the family, if our spouse is ill and we become caretakers? While these are all things we never think will happen to us, it never hurts to be prepared. In this episode of the podcast, we're diving into one wedding entrepreneur's journey when her husband experienced a health crisis resulting in multiple brain surgeries. Our guest, Kelly Simants, not only shares her story with This Week In Weddings listeners, but gives advice on how to be prepared for when the unexpected arises.  About our guest:  Kelly Simants, serial Entrepreneur, has been in the wedding industry since 2001. She has created a full life-cycle of brands – from proposal planning for guys (Planning for Dudes), to wedding planning (Sweet Pea Events in Dallas, Seattle and NYC), to birthday parties for kids (Parties on the Porch)…She also was co-owner of Sage Wedding Pros for 7 years along with Michelle Loretta, and consulted wedding professionals on all things business – specifically, creating business plans and consulting with entrepreneurs on the HR side of their small business. She loves to share her expertise, not only the event industry, but also from the business world as prior to her event life she was a Director of Human Resources for Starbucks Coffee Company. In 2016, she passed the Dallas office of Sweet Pea Events on to Meaghan Cody as she returned to the Human Resources field and is now the Vice President of Human Resources for the National Breast Cancer Foundation. Outside of dreaming up new businesses and non-profit work, Kelly loves to spend time with her family – husband Chris, two boys Carson (8 years old) and Cole (3 years old). In this episode, listeners will hear about: Kelly's two-year journey with her husband's health issues How Kelly managed her businesses during this personal struggle The best thing Kelly did in building her businesses that helped make stepping away from her businesses easier What Kelly wishes she would have done differently to prepare for the unexpected Insurance every type of entrepreneur should have

Featuring Michelle Loretta, of Sage Wedding Pros, this episode of This Week in Weddings discusses the basics of financial management for wedding businesses, including tips for staying ahead of your bookkeeping and accounting tasks. About our guest:  Michelle Loretta is a consultant for wedding and event professionals and founder of Sage Wedding Pros. She blends her past as an accountant for Deloitte, a sales and marketing manager for DDLA, a merchandiser for Coach, and a stationery entrepreneur to help entrepreneurs better their businesses. Sage Wedding Pros produce The Simple Plan Workshop, The People Plan Workshop, and Be Sage Conference. Michelle has been asked to speak at NACE Experience, NAWP Conference, Biz Bash Live, and a number of other seminars and workshops. In this episode, listeners will learn about: Basics for tracking expenses Cashflow principles to help wedding businesses in the off-season The importance of cash reserves and business savings Professionals that can be helpful for your wedding business, including tax accountants, bookkeepers, and financial strategists Want to connect with Michelle? On the web: http://www.sageweddingpros.com/ Instagram: @sageweddingpros / Facebook: Sage Wedding Pros  

In this episode, Michelle Loretta shares her own entrepreneurial journey - from being a CPA at a big accounting firm to running her own consulting firm, Sage Wedding Pros, dedicated to improving small businesses in the wedding and events industries.  Whether you’re in the events industry or not, Michelle draws from over 20 years of experience to share some valuable nuggets of wisdom to help take your business to the next level. WHAT YOU'LL LEARN IN THIS EPISODE: How and why she left her big firm accounting job to build Sage Wedding Pros Her best advice for business owners who want to take their business to the next level Why you should “milk” your current  9 to 5 corporate job even if you have dreams of starting your own business What you should do before you take an expert’s advice How to go about creating your own live workshop/conference Michelle’s advice on pitching to for speaking engagements For more information visit - www.annettestepanian.com/podcast

For those of you who don’t know Sage Wedding Pros help those in the wedding industry create financially viable businesses. They have a fantastic product called the Simple Plan, which most simply put is business planning made easy. In this episode I had a very frank conversation with Michelle Loretta of Sage Wedding Pros about marketing plans. Everyone talks about creating their business plan and some people do it and some people don’t, but it does at least get talked about. Marketing on the other hand is often the poor relation, so we want to give it an airing and really get into the nitty gritty of what a marketing plan is and how it will help you to take your business to the next level.

The post Episode #13: Business Planning That Isn't Snooze-Worthy With Michelle Loretta appeared first on Evolve Your Wedding Business - Wedding Business Marketing & Strategy.

Host Kevin Willett is joined by Michelle Loretta from Sage Wedding Pros. In this segment Michelle discusses the 5 things to do before a networking event and the 5 things to do during a networking event. This is great advice for all of my networking friends. Please become a fan on Facebook at http://www.facebook.com/SageWeddingPros Audio file:  michelleloretta.mp3