Whether they’re turning 8 or 80, these birthday trip ideas are bound to make the milestone one your clients will remember.

Delia duPlessis shares her experience planning the trip of a lifetime for an unforgettable client.

Once upon a time, a humble man looked forward to an upcoming milestone birthday.

I was fortunate to be able to help Dugan’s celebrate their 20th birthday in Anaheim, CA in February!

Jennifer Dugan shares how proper planning, the right tools and efficient organization can help advisors make the most of FAM trips without feeling overwhelmed.

Marketing your FAM trip after you've returned home is a pivotal step in turning that memorable journey into new opportunities and clients.

If you’re unsure about what to expect on your first FAM trip, here are some tips to keep in mind.

Every resort’s new safety protocols had their own little extra details.

The main takeaway is that I always felt safe.

Jennifer Dugan shares 13 ways advisors can market their adventure and connect with potential clients during industry familiarization trips.