Advisor Resources

Everything you need to build your advisor business.

Certification, commissions, client selling, and lead gen. Straight answers, no fluff.

Who it is for

Travel agency refund policy: who pays back what when a trip is cancelled
Payments

Travel agency refund policy: who pays back what when a trip is cancelled

Who refunds a cancelled trip, agency or supplier? Refund flows by booking type, commission recalls, EU, UK and state rules, a worked example and a policy template.

14 minute read
Tripdash vs other host agencies: an honest comparison from public information
Starting and switching

Tripdash vs other host agencies: an honest comparison from public information

Compare Fora, KHM, Outside Agents, Avoya, Nexion and Tripdash on splits, fees, leads, training and E&O, using only each host's own published terms (October 2026).

7 minute read
What is a net rate? Net vs commissionable rates for travel agents
Cash flow

What is a net rate? Net vs commissionable rates for travel agents

A net rate is a supplier's price with no commission built in. You add a markup and keep the difference. See how net rates compare with commissionable rates.

9 minute read
Payment links for travel agents: how they work and when to use one
Payments

Payment links for travel agents: how they work and when to use one

Payment links let travelers pay a deposit by card from a text or email. How they work, what they cost, how to match them to bookings, and when to use an invoice instead.

12 minute read
Travel agent E&O insurance: what it covers, what it costs and when you need it
Starting and switching

Travel agent E&O insurance: what it covers, what it costs and when you need it

What errors and omissions insurance covers for travel agents, what it excludes, how it differs from general liability, what it costs, and when you need your own policy.

8 minute read
QuickBooks and Xero for travel agencies: how to map trust money, commission and payroll
Agency ops

QuickBooks and Xero for travel agencies: how to map trust money, commission and payroll

Set up QuickBooks or Xero for a travel agency: client deposits as a liability, commission vs gross revenue, a sample chart of accounts, classes and 1099 tracking.

9 minute read
Travel agent website: what to include so visitors become clients
Storefront and search

Travel agent website: what to include so visitors become clients

What a travel agent website needs to turn visitors into clients: specialty, fees, one booking path, honest reviews, state registration numbers, privacy and accessibility.

11 minute read
How to become a travel agent: every step from zero to your first booking
Starting and switching

How to become a travel agent: every step from zero to your first booking

How to become a travel agent in 2026: choose a route, get trained, check state seller of travel rules, pick a niche, find first clients and make your first booking.

10 minute read
How to start a travel agency: costs, legal steps, tools and your first 90 days
Starting and switching

How to start a travel agency: costs, legal steps, tools and your first 90 days

How to start a travel agency in 2026: pick a model, form your business, register as a seller of travel, get E&O insurance, set up tools, and follow a 90-day plan.

12 minute read
How travel agencies collect payments: every method compared
Payments

How travel agencies collect payments: every method compared

Cards, ACH, wires, payment links and SEPA Instant compared for travel agencies: speed, cost, dispute risk, and the Seller of Travel rules that decide where the money sits.

8 minute read
How do travel agents get paid? Commission, fees and when the money arrives
Starting and switching

How do travel agents get paid? Commission, fees and when the money arrives

Travel agents get paid through supplier commission, service fees, overrides, host splits or wages. See how each works, with sourced examples, and when money arrives.

8 minute read
How to become a Delta Vacations travel agent: registration, booking and commission basics
Starting and switching

How to become a Delta Vacations travel agent: registration, booking and commission basics

Register on Delta Vacations Pro with an ARC, IATA, CLIA, TIDS or TRUE number. How sign-up works, the booking tool, deposit terms and what's known about commission.

6 minute read