2018 In Review

2018 was a year of continued positive momentum at Invested Advisors + Traveler. As we look forward to 2019 it is also inspiring to look back over the year to see how far we’ve come. Our company continues to realize improving profitability characteristics. How’d we do it? Here’s our top 10 list of great things that moved us forward in 2018:

1. U.S. Department of Transportation retained our team to facilitate seminars geared to helping DBE certified firms across the Pacific southwest region better position their companies for growth through marketing. The Southwest region covers AZ, CA, NV and HI – but we’re still awaiting an invitation to serve Hawaii business owners!

2. Our business was accredited by IATAN, by meeting the two-year threshold as a business operator, revenue requirements and endorsements from global suppliers who are the resource partners ensuring the success of our clients’ incentive and group travel, meetings and events. We continue to be members of the Society of Incentive Travel Excellence (SITE).

3. We expanded our core services under the Invested Traveler division to include on-site childcare services for meetings and events. Now when employers have more perks to offer employees for those mandatory business meetings. Invested Traveler supports both employer to boost participation, without worry.

4. We created a new strategic partnership with a major hotel brand to facilitates revenue growth for the hotel in the Los Angeles / Orange County markets.

5. Being an active player in the market helped us better understand the needs of our clients and we were able to re-branded both our Invested Advisors and Invested Traveler divisions.

6. Not only did we become a Federal Government Prime contractor but we won seven contracts in the process which reflects our competence in understating the needs and processes of procurement buyers.

7. We helped several clients reposition their firm as top brands and break through complex regulatory environments with the FDA and DEA.

8. Our CEO Chaired the March of Dimes gala and will chair again in 2019 with a bigger Committee that will bring more resources and ability to advance the mission of helping premature babies, moms and families.

9. Designed two incentive travel trips to Europe this year – one to Paris and the other to Copenhagen, as a function of our team helping to position a client as a global leader in architectural interiors and design.

10. Acquired a number of new clients from referrals and speaking engagements which affords us 300% revenue boost from 2017!

Our team has some pretty aggressive goals in 2019, including offering licensing agreements to expand our brand into new markets and launching Second Story Advisors. If you can help us, we’d love to hear from you. If you could use our help to ensure you’re going places ® and success is your constant companion, please give us a call at 858-472-3682 or email at: connect@investedadvisors.com.

What’s Your Hotel’s Game Plan: Winning With Government Contracts

INVESTED TRAVELER OFFERS WEBINAR-BASED SALES AND MARKETING TRAINING FOR HOTELS LOOKING TO ACCELERATE REVENUE WITH WINNING STRATEGIES FOR GOVERNMENT CONTRACTS Smart hotel revenue management practices leverage on-going federal purchasing and advantageous business concerns (San Diego, CA—July 10, 2018) Invested Traveler, a division of Invested Advisors, Inc., a California based B2B marketing and communications consulting firm,…

WHAT’S YOUR HOTEL’S GAME PLAN: WINNING WITH GOVERNMENT CONTRACTS
INVESTED TRAVELER OFFERS WEBINAR-BASED SALES AND MARKETING TRAINING FOR HOTELS LOOKING TO ACCELERATE REVENUE WITH WINNING STRATEGIES FOR GOVERNMENT CONTRACTS

Smart hotel revenue management practices leverage on-going federal purchasing and advantageous business concerns

(San Diego, CA—July 10, 2018) Invested Traveler, a division of Invested Advisors, Inc., a California based B2B marketing and communications consulting firm, just announced its hosting a new webinar training program coined What’s Your Game Plan: Winning with Government Contracts. The program is designed to enable sales leaders and teams in hotel management grow their business by implementing best practices with government contracts for revenue growth.

Many in private enterprise lack insight into the public sector eco-system; with the improving economy and rise in profitable corporate events, hotels sales teams often abandon the government and public sector, further eroding any dominance of a market leader.

Led by Crystal Sargent, president of Invested Traveler, the cost of the webinar is $89/person. Hotel teams can register for the 1.5 hour webinar from July 16 – August 31 and September 17 – October 31 and will include the hotel’s sales team and facilitator. The webinar will consist of an info sharing portion during which time the sales teams will discuss the specifics of their property’s sales and marketing operation and biggest revenue concerns related to government contracts such as increased risk using blanket purchase orders and how to properly price a proposal. The second portion of the session will be comprised of the webinar leader offering tailored solutions that support their unique business goals and constraints.

Since founding Invested Traveler in 2016 as the platform to launch the Journey Model of Workforce EngagementTM, the company has capitalized on an under-served niche as a 3rd party placement firm for government conferences and meetings.

Invested Traveler monetizes its business concerns as a certified small business to win federal government contracts for the 721110 NAICS code (hotel – motel except casinos) that require catering and meeting space and services. The business model hastens revenue for hotel partners with Invested Traveler earning on a spread. Invested Traveler has realized six-figure placements through the first six months of 2018.

The Global Luxury Hotels Market is projected to realize a healthy growth rate from 2018 through 2025 according to new research from Business Industry Reports issued on June 29th. The major key players in the business hotel submarket identified in the report tend to participate with government contracts. “Based on the practices we’re currently seeing, we developed the customized webinar to help hoteliers bring more focus to understanding what’s really going on and help them hone their strategies to attract more revenue from government purchasing, with more profitable margins” said Crystal Sargent, president of Invested Traveler. “Our ability to help our partners increase revenue across various channels including lodging, F & B audio-visual and meeting accommodations reinforces Invested Traveler as an important resource in the hotel industry.

“The Hotel Fullerton is grateful for the partnership we’ve established with the team at Invested Traveler. They have helped us increase revenues by booking meetings that included catering and lodging which has helped us get closer to our sales goals. They’ve gotten to know our property making it easier for me to plan and communicate the needs of the client to our in-house catering and A/V teams. Since we tend to be focused on day-to-day business with limited time for sales strategy development, working with Invested Traveler has proven especially beneficial to growing our business,” said Alex de Serna, sales manager of the Fullerton Hotel, in Fullerton, CA.

About Invested Advisors, Inc.:

Invested Advisors, Inc., is a vertically integrated and fast growing privately-held California-based B2B service firm, built on the framework of offering a robust team of business experts offering solutions in corporate positioning and strategic marketing to accelerate topline growth coupled with workforce engagement solutions that increase team collaboration and productivity to help organizations enhance customer and employee loyalty and improved financial outcomes. These services are delivered through its Invested Traveler™ and BUY IT/BOX IT™ divisions.

Invested Traveler™ helps organizations enhance employee engagement and staff development through The Journey Model of Workforce Engagement and placement of meeting and events. From recruitment to rewards, Invested Traveler works with business leaders to implement recruitment fairs that enhance the recruitment and on-boarding process, corporate retreats, business development performance management programs and custom-curated incentive travel programs that inspire and enable winning outcomes.

BUY IT/BOX IT is the company’s eCommerce platform that delivers You’re Going Places ® incentive gift cards and travel accessory products in the luxury category.

For more information about Invested Advisors Inc., please visit www.investedadvisors.com, www.investedtraveler.com or call the firm at 858-472-3682.

Invested Advisors Leads U.S. DOT and Sacramento Chamber Let’s Grow Together Seminar

Invested Advisors was invited by the U.S. DOT Small Business Transportation Resource Center and Sacramento Asian Pacific Chamber of Commerce to participate in its eight-week Business Development program, designed to educate business owners on critical aspects germane to building and growing a business. Isabella Argueta, Program Coordinator for the Sacramento Asian Pacific Chamber of Commerce said “the Chamber…

INVESTED ADVISORS LEADS U.S. DOT AND SACRAMENTO CHAMBER LET’S GROW TOGETHER SEMINAR

Invested Advisors was invited by the U.S. DOT Small Business Transportation Resource Center and Sacramento Asian Pacific Chamber of Commerce to participate in its eight-week Business Development program, designed to educate business owners on critical aspects germane to building and growing a business.

Isabella Argueta, Program Coordinator for the Sacramento Asian Pacific Chamber of Commerce said “the Chamber feels extremely fortunate that Ms. Sargent shared her time and valuable insights with our members and future members. The feedback reflected this class was one of the highlights of the eight-week program and our clients feel more empowered to examine their company’s brand and marketing strategies to ensure they align with their business plan and growth projections.”

Crystal Sargent, founder and CEO of Invested Advisors presented Marketing Your Business: Success in Today’s Digital, Social and Experience Economy. During the two-hour program, attendees gained historical perspective on the evolution of marketing and advertising in the U.S. – from bullhorn to whisper marketing – to practical guidance on developing a competitive landscape analysis and building a brand architecture. Through in-class workshops business owners learned how to identify their key advantages and solutions to overcoming disadvantages within a competitive environment and context.

Sargent shared her belief that in order for marketing efforts to convert to revenue and ROI, it necessitates companies intersect their brand with their technology, strategies, and culture to solve customer problems or needs. Further, Sargent suggested brands should want to create a personal, authentic experience with their customer and to do that, a company must start with articulating their values and attributes to ensure they are in alignment with the target customer. The key to success is proper customer segmentation and personalization with automated delivery of information that meets the customer where they are so conversion can be at the point of contact.

Participants also had the chance to delve into current marketing trends including:

  • Social engagement and the power of experiences
  • Digital strategies and how to analyze capabilities
  • Delivering personal experiences with your brand
  • Using content to build trust and drive engagement

The class concluded with one-on-one guidance on the development of an effective Capability Statement, which is a standard tool used by public agencies contracting officers and buyers to evaluate the experience of small businesses that want to engage in business activities with the agency.