In the ever-evolving world of travel, the path from employee to independent advisor or small business owner is a journey many consider but can be challenging to navigate without proper planning.

I sat down with Anita Emilio, VP and GM of Envoyage, to discuss what it takes to make this transition and how advisors can determine if they’re ready to take the leap.

Q1: What are the key factors advisors should consider before deciding to transition from being an employee to an independent advisor or small business owner?

Anita: “The decision to transition is multifaceted. It’s essential to be focused and independent with a solid client base or network. Motivation and a clear vision for your business are crucial. Advisors should also plan financially, as the transition period can be challenging.

“Practical considerations like having a dedicated workspace at home, creating a budget, and formulating a marketing plan are vital. It’s not just about the desire to be independent but being prepared for the realities of running a business. However, there are also positive considerations.

“Transitioning can offer a better work-life balance, allowing advisors to set their own schedules and work from wherever they choose. It provides the opportunity to curate a client base that aligns with their business goals and personal values. Moreover, becoming independent can be empowering, giving advisors the freedom to make decisions that best suit their vision and goals.

“By thoughtfully planning and considering both the challenges and the benefits, advisors can set themselves up for a fulfilling and successful career.”

Q2: What are some common misconceptions advisors have about becoming independent, and how can they overcome them?

Anita: “A common misconception is that becoming independent means going it alone without support. In reality, choosing the right host agency, like Envoyage, means you have a robust support system behind you every step of the way. Another misconception is that you must have everything figured out from day one. While it’s important to have a plan, it’s equally crucial to remain flexible and adaptable as you grow your business.

“Advisors often worry about losing their existing clients during the transition, but with effective communication and by leveraging the resources and training we provide, they can maintain and even expand their client base. Lastly, some fear they won’t have the necessary tools to succeed. At Envoyage, we empower our advisors with access to our comprehensive HOME single sign-on system, the iReach marketing platform, and extensive supplier training. These resources ensure that you feel confident and well-equipped to thrive as an independent advisor.

“Remember, independence doesn’t mean isolation. With the right support and resources, you can overcome these challenges and build a successful, fulfilling career.”

Q3: What unique resources and support does Envoyage offer to advisors making this transition?

Anita: “At Envoyage, we pride ourselves on our comprehensive support system. We offer onboarding training to help advisors get started smoothly. With access to in-house airfare contracts, our advisors can gain a competitive edge that sets them apart in the market. We also provide numerous supplier training opportunities and fam trips, allowing advisors to expand their knowledge and offerings. Additionally, being part of our large global advisor community spanning five countries offers a wealth of shared knowledge and networking opportunities.”

Q4: What is your personal insight on the transition process, and how has your leadership shaped Envoyage’s approach to supporting independent advisors?

Anita: “The key to a successful transition is having a well-thought-out plan and collaborating closely with your chosen host agency to execute it. When advisors include their chosen host agency in their planning process, it allows for more tailored and effective support. One of the biggest obstacles I’ve seen advisors face is self-doubt, which can prevent them from reaching their full potential. As a leader, I’ve made it a priority to create an environment where advisors feel empowered and confident to take that leap into independence.

“At Envoyage, we don’t just see ourselves as a host agency—we’re true partners in our advisors’ journeys. My leadership has been focused on providing the tools, support, and encouragement needed for them to thrive. I always advise get out of your own way and take the leap. At the very least, have a conversation to explore if this path is right for you.

“Transitioning from an employee to an independent advisor or small business owner is a significant step, but with the right preparation and support, it can lead to incredible success. Envoyage is committed to being that supportive partner, helping advisors every step of the way. In this ever-changing industry, having a partner like Envoyage, with its robust resources and community, can make all the difference. If you’re considering making the leap, remember: the journey is yours, but you don’t have to travel it alone.”