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Content provided by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Budgeting with Heart: Creating Financial Confidence for Wedding Clients

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Manage episode 487933414 series 3317287
Content provided by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Money conversations may not feel romantic, but they're the foundation of every successful wedding celebration. In this illuminating episode, Master Certified Wedding Planner & Certified Educator, Riley Snider joins CWP Society COO, Krisy Thomas Thomas to transform how wedding professionals approach the often-challenging topic of budgeting with clients.
The difference between couples who feel empowered during planning versus those who feel stressed often comes down to budget clarity. Riley shares her proven framework for conducting comprehensive budget meetings that create financial confidence while honoring what matters most to each unique couple. You'll discover how to identify and explain commonly overlooked costs, prevent the all-too-common mistake of "going venue broke," and create built-in buffers that protect couples from unpleasant financial surprises.
What makes this episode especially valuable is Riley's emphasis on the emotional intelligence needed when discussing finances. She demonstrates how treating budgets as "relationship tools rather than restrictions" builds trust between planners and clients, especially when navigating the inevitable financial challenges that arise during planning. Her Budget Confidence Checklist provides a clear roadmap any planner can implement immediately to elevate their client experience.
Whether you're new to the industry or a seasoned pro refining your systems, you'll gain practical strategies for guiding financial conversations with compassion, clarity, and professionalism. The wedding professionals who master these skills create not just beautiful events, but trusting relationships that lead to referrals and reputation growth. Ready to become the planner clients trust with both their vision and their finances? This episode is your masterclass.

www.cwpsociety.com | [email protected] | IG: @cwpsociety | FB: @cwpsociety

  continue reading

76 episodes

Artwork
iconShare
 
Manage episode 487933414 series 3317287
Content provided by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurie Hartwell & Krisy Thomas - CWP Society, Laurie Hartwell, and Krisy Thomas - CWP Society or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Money conversations may not feel romantic, but they're the foundation of every successful wedding celebration. In this illuminating episode, Master Certified Wedding Planner & Certified Educator, Riley Snider joins CWP Society COO, Krisy Thomas Thomas to transform how wedding professionals approach the often-challenging topic of budgeting with clients.
The difference between couples who feel empowered during planning versus those who feel stressed often comes down to budget clarity. Riley shares her proven framework for conducting comprehensive budget meetings that create financial confidence while honoring what matters most to each unique couple. You'll discover how to identify and explain commonly overlooked costs, prevent the all-too-common mistake of "going venue broke," and create built-in buffers that protect couples from unpleasant financial surprises.
What makes this episode especially valuable is Riley's emphasis on the emotional intelligence needed when discussing finances. She demonstrates how treating budgets as "relationship tools rather than restrictions" builds trust between planners and clients, especially when navigating the inevitable financial challenges that arise during planning. Her Budget Confidence Checklist provides a clear roadmap any planner can implement immediately to elevate their client experience.
Whether you're new to the industry or a seasoned pro refining your systems, you'll gain practical strategies for guiding financial conversations with compassion, clarity, and professionalism. The wedding professionals who master these skills create not just beautiful events, but trusting relationships that lead to referrals and reputation growth. Ready to become the planner clients trust with both their vision and their finances? This episode is your masterclass.

www.cwpsociety.com | [email protected] | IG: @cwpsociety | FB: @cwpsociety

  continue reading

76 episodes

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