Episode 108:
Booked + Busy: How to Build an Email System That Actually Converts with Kaytee Fisher
You can listen directly here.Â
Email marketing is often one of the most avoided yet powerful tools available to travel advisors.
In this episode of the Travel Agent Achievers Podcast, Roslyn Ranse is joined by email marketing specialist Kaytee Fisher to break down what actually works when it comes to building an email system that supports being booked and busy long term without overcomplication or burnout.
Kaytee shares why email marketing is not about quick wins or instant results, but about building trust and visibility over time so clients think of you first when they’re ready to book. Together, Roslyn and Kaytee explore the core elements every travel advisor needs in place, including consistency, clear foundations, and relationship-driven communication.
The conversation also dives into why storytelling and personality matter more than ever in travel marketing, how to plan email content in a way that feels sustainable, and how advisors can prepare their marketing systems now to support growth in 2026 and beyond.
This episode is a must-listen if you want a marketing approach that feels calmer, more intentional, and far more effective.
In this episode, you’ll learn:
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Why consistency matters more than creativity in email marketing
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The essential components of an email system that converts
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How storytelling builds trust and drives enquiries
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How often travel advisors should really be emailing their list
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How to plan ahead without burning out
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Why email is one of the most reliable long-term sales tools for travel advisors
Subscribe wherever you listen to podcasts, and if you enjoyed this episode, please leave a review and get in touch with us. The more we know and learn about you, the more it helps more travel professionals find us and grow. For more tools and support, visit www.travelagentachievers.com and join our community.
Links Mentioned in the Episode
Connect with Kaytee:
Website:Â https://
Social Media:Â https://www.instagram.
Freebie:Â https://moxieandfourth.
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Quotes from this Episode
“It takes time to build relationships with an audience before they trust you with their vacation time.” - Kaytee
“We connect with emotion. We don’t connect with sales or pushy sales tactics.” - Kaytee
“If you’re not consistently showing up, you’re not giving people the opportunity to remember you when they’re ready to book.” - Ros
“Just show up with the intention to build relationships first.” - Kaytee
“Most advisors are doing great work, they just need a clearer way to communicate it consistently.” - Ros
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 READ THE TRANSCRIPT IF YOU PREFER - BELOWÂ
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Booked + Busy: How to Build an Email System That Actually Converts with Kaytee Fisher
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Ros: Hi everybody. Welcome back to the Travel Agent Achievers Podcast. I am Ros, of course, and today’s episode is a really timely one, especially as many advisors are starting to reflect on what’s working in their business and how they want to set themselves up heading into 2026.
My guest today is Kaytee Fisher, the founder of Moxie and Forth, and one of the go to email marketing specialists supporting travel advisers to build simple and strategic email systems that actually convert. You know what I’m all about. It’s about you’ve got to have sales in order to have a business, but this is strategic email systems that actually convert.
Kaytee is a former paediatric nurse turned travel adviser, and it was through her own experience in the industry that she saw just how many advisors were struggling with clarity, structure and consistency in their marketing. That insight has led to the creation of Moxie and Forth, and Kaytee’s going to tell us her version of the story. It’s a business built around simplifying email marketing so that advisors can stay visible, book more travel and stop feeling overwhelmed by their content.
What I really appreciate about Kaytee’s approach is how grounded and realistic everything is. She understands the reality of running a client heavy travel business and focuses on relationship driven email marketing. You know me, I love technology, but it still feels human. It’s sustainable, it’s doable, it’s not over engineered or salesy, and those are things I think are absolutely crucial.
So in today’s conversation, we’re talking about what it really means to be booked and busy, and how building the right email system can support consistent enquiries, stronger client relationships and more confidence in your marketing as you plan ahead.
So I’m so excited to have this conversation. Kaytee, welcome to the Travel Agent Achievers Podcast.
Kaytee Fisher: Thank you. Thank you so much for having me.
Ros: Now for those who may not know your story, can you share how you went from nursing to travel advising? I mean, they’re both empathetic careers, and I love that. I’m a big empath myself. But then moving into supporting advisors with email marketing, what’s pulled you into this space?
Kaytee Fisher: Yeah, I could not have predicted this, even just a few years ago. It’s been a wild career arc. But long story short, I was a paediatric nurse, and while I loved it and I miss it every day, it just no longer felt right. I’m a multi passionate individual, so I like to dabble, and I could feel that I was getting antsy.
So about five years into my nursing career, my husband and I actually went to French Polynesia for his 30th birthday.
Ros: Talking about timing, yes. Isn’t it beautiful? I love it. Sorry, keep going.
Kaytee Fisher: I still think about it. And so we wanted to plan this big birthday getaway. He had been dreaming of French Polynesia for so long, and we were like, okay, we want to do it right. So we hired a travel advisor, and that was the first time we had worked with a travel advisor.
After our trip, which went so smoothly and was so wonderful, I asked her to guide me on how to get started. I was like, this seems fun, which we now know it’s not always fun, but it seemed very rewarding and fulfilling. She graciously helped me get started, and I slowly built my travel business in between 12 hour night shifts at the hospital.
When my business was finally stable, I was able to walk away from healthcare. What’s funny is that when my business was consistently profitable and I was feeling really good about it, that same feeling came up again. Something still didn’t feel quite right. I had a fabulous book of business and wonderful clients, but I really loved the back end of the business more. I loved the strategy and the implementation.
I then worked for a little while at Teak, another fabulous company in the travel industry, where I started handling their email marketing and also doing email marketing projects for travel advisors as part of their service suite. Eventually they decided to pivot and remove that service from their offers, and they graciously allowed me to take it and run with it.
So that’s how Moxie and Forth came to be. I launched it with about eight weeks notice and thought, let’s do this. I believe in done is better than perfect. You can perfect it later.
Ros: And yeah. Over perfection, I say.
Kaytee Fisher: That’s right. I specifically chose email marketing because I’m not a huge fan of social media. It’s just not my strong suit. I love long form marketing. The skills I built at Teak transferred beautifully, and I saw that this was a weak point in the industry. Travel advisors didn’t have a lot of relationship driven, personality first options when it came to email marketing. And here I am.
Ros: So how long has Moxie and Forth been running now?
Kaytee Fisher: A little over two years. I just hit two years at the beginning of December. I cannot believe how quickly it has grown. At first I was worried. I wondered if there was a need for this and whether I would have to go back to the hospital or reopen my travel business.
I did eventually dissolve my travel business because I believe in going all in. Every day I’m blown away by the messages I get from advisors about how Moxie and Forth has helped them. So we’re going to keep on keeping on.
Ros: You talk a lot about helping advisors become booked and busy through consistent and intentional communication. In your view, what’s the biggest misconception travel advisors have about email marketing?
Kaytee Fisher: I don’t even have to think about this one. The biggest misconception is expecting immediate results. Email marketing is not immediate. It takes time to build relationships with an audience so they trust you with their hard earned money and their precious holiday time.
I push back on this belief quite vocally. Marketing should not be instant, and you’re not going to see results after just a few newsletters. I believe everything good in life takes time. That’s probably why my hobbies are things like gardening and crocheting. They’re not immediate dopamine hits.
We’ve been conditioned by social media with constant likes and shares to expect email marketing to feel the same way, and it just doesn’t. Even when done well, it still takes time.
Ros: Now before we even dive into tactics, can you paint a picture for us? What does a healthy or sustainable email system actually look like for a travel advisor?Â
Kaytee Fisher: So there's four basic parts I would say you need to have in order to grow your list in a sustainable, healthy way, you need to have a freebie or a lead magnet. Those two things are interchangeable to entice people to sign up for your email list, and so something that is valuable and offers a quick solution for the downloader and also showcases your expertise. So it needs to be something that you really sit with and think about. It requires a lot of strategy. I think a lot. Actually, I get emails and messages all the time asking if I sell lead magnets, and I actually don't, and I refuse to, because they need to be developed by you that you need to look at your data about. You know, who you want to attract and why and what problem you solve. So that's the first part of growing a healthy email list. And then you want to have, you know, in order to get people on that list, you need opt in forms. And that's essentially the doorway that people walk through to get into your list. That's, we've all seen it says name, email address, you know, subscribe. That's your opt in form. From there, we want a welcome sequence or a nurture sequence that introduces us our business, the value we provide, kind of sets them up and for, you know, telling your audience what to expect by being on your email list. And then, of course, the most important part is a consistent newsletter, not just a newsletter, but consistent. And that's the that's the key.
Ros: Consistency, I think, is a word that we all hear. And I know a lot of advisors beat themselves up because they might miss something, or they they feel like, okay, I was doing that for three weeks straight, and that was awesome, and then I missed the next week, or it's now Friday, and I said I'd send it on Tuesday, and so they just don't do it. Like, how do you suggest consistency to happen?
Kaytee Fisher: So I think having a simple plan that's a big cornerstone. One of my business is a simple, repeatable like rinse and repeat plan makes it so easy. There are days and I get it I am busy. It's just me here at Maxine fourth. I do not have an assistant or any employees. There are days where it'll be 230 in the afternoon on a Monday, and I'm like, I haven't written my newsletter yet. It goes out every Monday, without fail, but I have a rinse and repeat system in place. I have a bank of ideas. I know at least a few weeks out what I'm sending and why. So like taking time to outline a plan. It makes it so easy to keep up with when you have that simple system.
Ros: Yeah, and the plan, I think that's the big thing as well, and we'll talk about that. So one thing that I love about Moxie and forth and what you've actually created is you blend storytelling with psychology. And you know, why do you think that that combination works so powerfully in email marketing, particularly in travel.
Kaytee Fisher: Yeah, I think that it works really well because, you know, and I'm definitely not a psychology major by any means, but you know, I really do try to learn as much as I can about it, and the biggest way I learn is by paying attention to the marketing that moves me. I am not going to remember your email about a promo code, but I will remember your email about a story that triggers an emotional response. And I think that's like marketing 101, feel free to correct me anybody who's listening. But we connect with emotion. We don't, you know, we don't connect with sales or pushy sales tactics. We connect with the human behind the message, especially as small business owners, and I would, I'm going to go ahead and guess that most people listening to this are either solo business owners or have a small team. We're not mega corporations. Like, let's stop acting like it. Let's be human. And travel is inherently human, so showing up with a story about how you just really messed up your packing for your first safari. That's relatable. We don't need to be perfect and polished all the time. But what did you learn from it that you can now serve your clients with that's going to land more than a supplier promo email, for example. So I'm a big fan of storytelling. I'm a yapper. I love to Yap. So podcasts are perfect for me, and we all have stories to tell. I don't care how, quote, unquote boring your life may feel. Even something like going to the dentist, you can extract a story from that that will connect with somebody else.
Ros:Â I think that that's also you've hit on the the story and the psychology side of things, coming up with the stories, I know. I mean, for myself, I think about it, and I will get to a point in the week and and think, you know, I want to send something out, but I can't, I think I don't have anything to say. So that comes back to the planning. And you mentioned that briefly before. From a planning perspective, you've got a bank of topics or ideas, yeah. How do you pull that together?
Kaytee Fisher: It’s, you know, I don’t have any, like, fancy system for maintaining this bank. It’s literally the Notes app in my iPhone. And whenever something happens to me, and I do think part of this is just how you know your level of creativity, or, how your brain works. I my brain never stops. She never stops. So I’m always searching, which I think is one of the tips I could give is always be looking for opportunities where you could okay that happened. I’m going to write it down. I can connect it to a newsletter later on, but I will just brain dump into my notes app.
So for example, one of my best performing newsletters in recent weeks had to do with how nobody’s paying attention to you, and why the that is so important, because we need to repeat ourselves over and over again in our marketing. The story I used for that was I was at the gym one morning, and my leggings tore and I thought everybody noticed. Nobody noticed. Nobody came and like, of course, everyone has had their leggings fail or some sort of wardrobe mishap.
And so it was a very relatable way to kick off my newsletter and then pivot into that point about how nobody’s paying attention. And so, yeah, I my, my tip is you don’t need a fancy system or anything like that. As stories happen to you, as conversations happen around you, a weird interaction at the grocery store, whatever it may be, just jot it down. You may not know how you’re going to use it, but then you have a bank to refer to. Yeah.
Ros: So, yeah, the different ideas, as you said, it doesn’t have to be specific to, you know, a travel trip or something. It’s the story of your life, and that’s one of the things as advisers, we’re letting people we need to let people into our world, yes, because they’re also letting us into theirs.
And I love how we get to curate experiences and we get to dream with our clients. But. But those stories also really matter, because it builds the relationship. And even from a psychological point of view, our business is humans. We do exist all the time.
So relatable information is what I love about your emails and how you have that cut through. And I think that’s the other thing is, you’ve got to have that cut through in order to be able to connect with somebody as well. Yes, yeah, yeah, yeah.
Kaytee Fisher: And that’s when advisors feel that their email marketing isn’t working. One of the first things I look at is, well, how are you writing because if I know you on social media and you’re silly and goofy, but all of your newsletters sound like a corporate bot wrote them. Of course, it’s not landing you’re not being you.
And people, I think, especially in the era of AI, humans, are about to become much more, I think, perceptive when it comes to authenticity. And so I I think, moving into 2026 I have promised myself to continue being really authentic in my marketing and encouraging advisors to do that as well.
It’s okay if you want to use AI to write some stuff or outline for you, but I think at the end of the day, your personality does need to come through so that people feel that they know you, because if they know you, they’ll like you, and if they like you, they’ll trust you with their trip.
Ros:Â Yeah. Do you think that AI then removes that human component? You just said? Use it for outlines. Yeah, there a certain point or a cut off that you use it for.
Kaytee Fisher: I will use it to brainstorm. Or if I’m stuck on how to connect a story to the point I’m making, I might use it for that. Otherwise, I do all of my own writing because I’ve I’ve tried to train it. I know you can train it. I’ve done all that. It’s never going to get close to the way I speak, the way I write, my, you know, perspective, or the way I’ve viewed a topic, or something like that.
I just feel like, even if you remove all the M dashes, I feel like I can tell when people are using AI, and so I don’t use it. I will never say to chat to BT or Claude, write this newsletter for me, if anything. I use it when I’m stuck, and then I go, okay, and I close the window, and I move on.
And I do think that is something that you know, and I also think it makes you better at your marketing when you are creating your own marketing like or, you know, using your own stories, because then you feel much more confident talking about the topic at hand if you’re having chat. GBT just churn out newsletter after newsletter, and someone emails you to ask you about that Lisbon itinerary in your newsletter, you didn’t put it together, you’re not gonna be able to speak about it confidently. Yes, so something to think about.
I’m not anti AI at all, but I do think it is important for your personality and your expertise to come through first.
Ros: Yes, I hear you with that. So what does consistency? What’s your recommendation with consistency and email marketing look like
Kaytee Fisher:
I get a lot of pushback on this, but that’s okay, because I have numbers to back it up. Yeah, I believe in weekly newsletters, short, sweet, touch points. I just think right now, the world is very noisy. I don’t think that’s going to get any better.
And weekly, even if it’s even if it’s so short, if it’s like, hey, just popping in hope you had a great weekend. Here’s the latest blog post I wrote done. You don’t have to create a work of art every single time, but weekly keeps you my tagline is top of inbox, top of mind.
And at the end of the day, what I tell all of my students in my program or any advisor that I have a call with is, you’re not going to or you’re rarely going to send a newsletter where somebody is like, oh yes, perfect. I’m ready to book you’re not. It’s highly unlikely your newsletter is going to be perfectly timed with somebody’s intention to book a trip.
But if you are sending a weekly newsletter or a consistent newsletter, but you know, whatever your schedule may be, if you are consistent, you’re going to be the first person they think of, and that’s the goal.
Is, we’re not hoping to book a trip every time we send a newsletter, we’re hoping to ingrain ourselves in their mind. And so, yeah, weekly is what I recommend. It’s what I build all my offers on, and it’s what I do myself. I practice what I preach.
Ros: Yeah, I love that consistency weekly. I mean, there are so many different things that we can be doing. I don’t want advisers to feel overwhelmed with it’s another thing to do, and that’s where you talk about the plan and have the structure and knowing how each newsletter is potentially going to flow, it doesn’t have to feel heavy.
It’s just have the ideas and do the planning. So do you do you put in place, like a monthly time block for yourself to come up with the ideas? Or is it. And set things out. Or do you just say I’ve got that idea bank here every Monday, I’ll just put it together.
Kaytee Fisher: A little bit of both. I like to be intentional with the strategy behind what I’m sending and when, especially if I know I’m coming up on a heavy promotional period, I like to scale back a bit where I’m not going to be selling anything else. I’m not going to be pushing anything else.
Maybe I’m just, you know, this week in my newsletter, I shared my reading list for 2026 so it’s softer touch points, which I think is something advisors really need to keep in mind. You don’t always need to be selling. We can just show up offer value or entertainment and move on.
But I do a little bit of both. I know what I’m launching and when and then. But I’m also a very creative, disorganized person, which a lot of people are surprised by, but I’m I’m more creative than I am organized, and so I sometimes will go off vibes, and that’s okay too.
So like, I feel like I see a lot of advisors, and I’m guilty of it as well, trying to, like, fit this perfect content plan into a box. And it’s like, well, things might shift. So now I do not plan more than a month ahead.
I’m never gonna sit down and have a year’s worth of newsletters perfectly mapped out, because things shift. They change. The travel industry is incredibly volatile.
So, you know, a little bit of both, I guess, would be my my answer. I just always have that idea, bank growing, that’s the most important part.
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Ros:Â Yeah, so for somebody that's starting out with emails and email marketing, I was just on a call yesterday talking to some brand new advisers, and they're like, well, I need more clients. And I'm like, Okay, we've got to start with the fundamentals of actually communicating with people first.
So what do you say to somebody who is starting out and they've, they don't have an email list, or they might have, you know, 10 or 15 people that they've interacted with that they've got on an email list. How to how do you suggest people start out with that?
Kaytee Fisher:Â I always tell people, I've had a lot of advisors. Be like, oh, I can't start email marketing till my list is bigger. I'm like, Absolutely not. I don't care if it's just your mom and your best friend from third grade on your list. Yeah, that's two people. And you know?
So I would recommend starting with a simple freebie. You don't need to go spend hundreds of dollars on a lead magnet template. Create something simple in Google Docs, for example, a nice checklist or something. Put that together, start promoting it on your social media, along with hints of what your future newsletters are going to look like, and then just start.
That is the thing. People get so hung up on the number on their email list, and it's like, okay, if I suddenly plopped 10 of your most ideal clients down in front of you, you'd be like, Oh my gosh, this is amazing. It's the same as an email list. That's 10 people who want to hear from you.
But yeah, I would start with what feels manageable, even though I'm here saying weekly newsletter is best. If you're in a season of life where you're just like, I can't make that happen. Monthly is fine, twice a month, maybe.
But just sit down, batch a few out, schedule them out, and then promote your email list. Promote your freebie. It's amazing how you know how much visibility plays a role in the growth of your business and your email list. If people don't know about it, they can't subscribe, they can't tune in, you know?
So, so, yeah, I would just keep it simple. If you're starting out, the biggest mistake I see is people go, Okay, I'm ready to do email marketing, and then they want to jump in feet first, and they want to have funnels and all of these different triggers and segmentation.
And I'm like, let's, let's pump the brakes. Let's pump the brakes, and just, let's start with something simple and sustainable. First, yeah, get fancy later. Yes, yeah.
I think people think I have a ton of fancy stuff running in my flow desk account. I don't, and it works just fine that way. Yeah. So yeah, I my biggest, biggest takeaway from that is just simplicity works. It really does.
Ros:Â Get Started, keep it simple, the KISS principle, keep it simple and and just take action. That's one thing that I love, is it's great for us to listen and to hear and to learn, but it has to be actionable in order for it to work.
If right, yeah, back, and we just go, Cool, I know all the things, but we don't take action on it, or just gets left to the side. It's going to be another month, another six months, another 12 months before it'll come back up again.
You'll beat yourself up like, Yes, I just said everybody, you know what I was you and I was talking about. It's progress over perfection. It's right, getting messy and, you know, just taking action, nothing needs to be perfect,
Kaytee Fisher:Â No, and it's so it's such a good reminder for myself as well. But I always remind advisors when I'm talking to them, the time is going to pass anyway. Yeah. So start now. Start at messy. You know, it can. Be imperfect.
I'm still not happy with the look and vibe of my newsletter and some of my funnels. It's okay. They're generating revenue, so I can continue to perfect them.
We don't need to pump the brakes every time we want to make a change. I've seen that as well. Where people go well, I want to revamp my newsletter strategy, or I want to revamp my newsletter template so they stop sending newsletters.
And I'm like, no, no, keep sending them. Yeah, fix it in the background, you know, update it in the background, and then, you know, so, yeah, I think we forget that. We need to be constantly showing up so that people keep us in mind. That's the key.
Ros:Â That's it, top of mind. What was the, what you said before? Is it top of top
Kaytee Fisher:Â of inbox, top of mind.
Ros:Â I love that. So as we now all, we're all thinking about 2026, what's ahead? Why do you think that now, like right now, is such an important time to be building or refining an email system?
Kaytee Fisher:Â I think right now, you know, it's, it tends to be, and it might be a little bit different for everybody, depending on their book of business, but it tends to be a slower time of year before we enter into, you know, January, February, March, where we're busier.
So now's a good time to kind of take stock of what you have coming up. So looking ahead to even just quarter one, like I said, I don't plan out a whole year of content in one sitting. I think that's where it gets overwhelming.
So taking a look at quarter one, what do you have coming up booking wise, what do you want to book more of in quarter one? What trips are you taking, whether it's professional or personal.
You can kind of look at your calendar right now during this slower moment and figure out, okay, how does my personal life and what's happening in my business fit into my marketing plan, and pull out pieces that you are excited about, that you want to highlight, and start rearranging them.
Get a huge piece of paper and put it on your kitchen table and just brain dump, you know?
And the other part of it is, aside from your newsletter strategy, if you have been wanting to create a freebie or a lead magnet or revamp one that you have, now is a good time to do that, because you can reflect on your data from 2025.
So I actually just wrapped up my, I have a guided program, and one of the students in that program, she was kind of trying to brainstorm a new lead magnet. And I was like, look at your data. Go look at your inquiries and see, like, what came in this year.
She realised it was somewhere like 80 percent of her inquiries were honeymooners. She's like, that's not even what I'm promoting, but they're finding me, and they're trusting me and I'm booking them. And she created a whole new lead magnet just targeting her honeymooners. Wow.
So, so as creative and unorganised as I may be, I am a data person at the core of who I am, because that's what moves the needle in your business.
So I would encourage people, just set a timer for an hour, comb through your inquiries and questions you were asked this year, you know, things that came up, troubleshooting whatever happened this year, turn that into a marketing plan for next year.
So you're already most likely combing through your business, making tweaks to your workflow and all of that. So just extrapolate some data, turn it into, like I always tell advisors, I've got an Instagram post coming up about this soon.
So you're doing work every day that can be turned into marketing. You're on consultation calls, fielding questions and having conversations. So there's so much marketing content in a travel advisor's day.
Ros:Â So much. I mean, I love what you said there, because I was thinking about it as well.
And for me, in our travel business, I'm always tracking sales and all of our bookings on a monthly basis, and it's a very simple system for my team to be able to see the numbers, but also what's being booked.
And on a regular basis, I also look through and, you know, monitor those spreadsheets to extract, okay, what are people booking? And that actually helps me with the planning for future years.
I mean, it helps with knowing your numbers and from a sales perspective, every quarter, right? These months are going to be busy, and I've been tracked for over 10 years. Yeah, that data is so crucial.
Kaytee Fisher:Â It's so, and I think that's where, if I had to, I think if I had to pull out one most important piece from this episode, it's like, your business, whether you like it or not, it runs on data.
So, you know, like you said, pulling out, like, what booked, what didn't? Yeah.
If you're over here wondering, like, I really have been wanting to book, like, luxury trains, but you're not marketing them, nobody knows that.
So I'm not sure when this episode will go live, but if someone's like, okay, give me one newsletter idea for January, recap what you booked in 2025 and what you want to book more of in 2026 in a newsletter.
I actually just had a conversation with a travel advisor, she's a close friend. She recently booked a trip for me, and I had a potential referral for her. And I messaged her.
I said, I don't even know if you do Hawaii, but I've got this friend who wants… She goes, I do a ton of Hawaii. I'm like, I didn't know that. Why are you not marketing it?
And so I think if people are looking for one newsletter to send out at the top of the year, you know, recap your 2025 and tell people what you want to book more of in 2026, because sometimes, sometimes it's just a matter of them knowing.
Ros: Well, that’s true too, people knowing and understanding what you do do and what you can do. Yes, well, yeah, I love that. Telling the stories right back into that human connection, the storytelling, the consistency is all there.
I know that a lot of advisers often feel really overwhelmed with marketing, because there is so many, so many things that they can do. The choices are endless.
But speaking from your experience, what do you think is one small step that an adviser could take this week to start building that system that actually converts?
Kaytee Fisher: I think, I think starting to build that bank of stories. And if you’re, you know, I know some people are more private, so if you’re like, well, I don’t want to share too much about my personal life, then your travels, you know, what’s a conversation you had on a fam trip or on a recent client call?
I would brainstorm, you know, a couple of stories. And then the other thing I really encourage people to look at is, what do you actually want to sell and who do you actually want to sell it to?
You know, it’s not very sexy, it’s not very fun, but yeah, everyone wants to brainstorm newsletter topics, but you can’t do that unless you know your ideal client.
And so that’s something else I see advisors running into, where they’re like, well, I want to promote all these things, but like, I don’t know who I’m talking to. And I’m like, well, figure out if your ideal client is interested in all those things.
Yeah. And I get it. As a travel advisor, I agonised over my niche and my ideal client forever. And then I realised it was a certain type of traveller I was really targeting, and it didn’t matter what destination they wanted to go to, I just wanted to work with that ideal client.
Yeah. So brainstorm some of your, you know, pick five stories of like, you know, something that’s happened to you recently, and then, yeah, hone in on that ideal client.
Because I know it’s like an overused statement, but it’s worth repeating. When you speak to everyone, you speak to no one. And so I think that would be the most helpful going into the new year, is to know who you’re speaking to.
Ros: Know who you’re speaking to. Who is that ideal client?
You know, there’s so many words around that. Your avatar, your ideal client, your ICA. It is understanding who it is you love to work with, because the reality is, you don’t need a billion people to look after.
It might just be 20 or 50 or 100 clients, or 1,000. It doesn’t matter what the business is, but that’s all you need in order to have a profitable and sustainable travel business.
So how can you attract those specific people? And I love that the email marketing and the strategy is there, that you can connect with those people through these different avenues. I love it. Yeah.
So what do you think, or what do you think is some of the biggest opportunities in 2026 for travel advisors with email marketing?
Kaytee Fisher:Â Oh, I think showing up consistently and authentically is going to be really important.
I am seeing post after post and recap after recap and article after article of trends and predictions in marketing for 2026, and they’re all saying that because of AI, the brands that are standing out with their authenticity are going to be the ones to pay attention to.
So I think that’s really, really important, first and foremost.
Ros:Â Yeah, biggest opportunity for everyone is to have that human connection. Yeah, make sure that it all comes from the heart. Be relatable.
So if you could leave advisers with one mindset shift, we were talking about imposter syndrome or even something saying, oh, well, I can’t do it now because I missed this.
If you could leave advisers with just one mindset shift to help them feel more confident showing up in their clients’ inboxes, what would it be?
Kaytee Fisher: It’s going to sound counterintuitive when I say it, but for me, it soothes my soul.
Because I’m naturally an introvert. I don’t like having the attention on me. So the mindset shift is that I tell advisors this all the time, nobody’s thinking about you, and that’s a blessing and a curse.
And you know, in order to stand out and show up, you have to show up consistently. You have to show up in a way that makes you memorable. But don’t fret. Don’t be nervous about it, because people are going to remember it for two seconds before they scroll on or move to the next newsletter.
And so if you’re worried about annoying people, that’s a big pushback I hear all the time, or being too salesy, just show up with the intent to build relationships first. I swear everything else falls into place after that.
So yeah, that would be my biggest takeaway. Don’t be afraid to show up as long as you’re showing up with good intentions. I think people can sense that.
Ros:Â Yeah, 100 percent.
I mean, even for myself, following you and being part of your email ecosystem, that relationship, like, you don’t know me for anything, but it has, for me, really built that relationship to go, oh, I feel like I know Kaytee now.
I feel like I know a little bit more about you. I feel more connected to you than just somebody you see on social media.
So those emails that you’re doing as well, they’re awesome. And as I said initially, before we even started recording, one of the things that you said in your emails that I was like, oh, she’s, you know, part Australian as well, was you said, no worries.
And I’m like, yeah, she’s my girl.
Kaytee Fisher:Â Yeah, no worries. Yeah.
And I know it’s easier said than done. I actually just put a post on Instagram about this yesterday, about being quote unquote cringe and being worried about what people will think of you in your marketing.
But really, I didn’t realise how often I say no worries. But now I’m like, no, I say that.
I think from my time being a nurse, being there in people’s really sad moments, where maybe we’re seeing a life come to an end, not to make this dark, but like, we’re a tiny little speck on a planet in the middle of the universe. We’re here for a blip, right?
Send the newsletter. Build your business. It’s okay, because no one’s going to remember it in five minutes, five hours or five weeks.
So I know that’s a little bit deep and philosophical related to email marketing, but I swear that’s one of the biggest drivers in my business. It is okay. I’m going to send this newsletter and move on with my day, because I know this newsletter puts food on my table.
So yeah, don’t worry. No worries.
Ros: No worries. Yeah, she’s all good. That’s what. It’s all good. It’s all good. Yeah.
So finally, Kaytee, where can advisors find you?
We’ve talked a little bit about Moxie and Forth, but if advisors out there listening want to learn more about your work, how can they do that?
Kaytee Fisher: Yeah, I’m in two places.
I have my website, which is moxieandforth.com, and it’s getting ready to launch. I just had a beautiful new brand and a new website built, so that’s coming soon.
And then I’m on Instagram, and my handle is moxieandforth, all one word, no underscores.
Those are the two places you can find me. And yeah, I love a good voice note. If you follow me on Instagram and you want to say hi, don’t be shy. Like I said, I love yapping, so a good voice note.
And then, of course, once you find me on Instagram, you can join my email list.
Ros:Â Very well.
Kaytee, thank you so much for being here today and sharing that little bit extra about email marketing and the things that advisers can be doing to strengthen their business in today’s day and age.
There’s a lot of noise out there, but as you said, newsletters, consistency and connecting with your audience through email strategy is a great way to be thinking about things moving into 2026.
So thank you so much for being here. I really appreciate you.
Kaytee Fisher:Â Oh, thank you so much for having me. I truly appreciate it.
Ros:Â Alright everybody, thank you so much for joining me today with Kaytee. I mean, an absolute blast.
She has a heart of gold. I have absolutely loved following her over the last couple of years and seeing where she’s going with all the things around email marketing and strategies.
We will link to everything in the show notes for you, give you all of the handles. Reach out, let us know that you’ve listened to the episode.
And if this is something you think one of your colleagues might like, don’t forget to share it with them.
Thank you so much for joining us, and I’ll catch you all very, very soon. Bye for now.