Advisor Resources

Everything you need to build your advisor business.

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

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Travel agency capital problems: why growth widens the cash gap before it helps
Cash flow

Travel agency capital problems: why growth widens the cash gap before it helps

Travel agencies pay costs when they book but earn commission months later, so growth widens the cash gap. See why, what trust rules forbid, and how to close it.

10 minute read
Online travel agent: booking sites vs online travel advisors, and which fits your trip
Starting and switching

Online travel agent: booking sites vs online travel advisors, and which fits your trip

An online travel agent is either a booking site like Expedia or a human advisor who works online. How they differ, your rights when you book, and which fits your trip.

8 minute read
Free cancellation and auto-cancel: what happens to unpaid refundable bookings
Booking and accreditation

Free cancellation and auto-cancel: what happens to unpaid refundable bookings

Free cancellation ends at a deadline. When hotels, cruises, tours and flights auto-cancel unpaid bookings, and how agencies cancel before penalties apply.

8 minute read
How to become a travel agent from home: setup, tools, rules and hours
Starting and switching

How to become a travel agent from home: setup, tools, rules and hours

Set up a home office that keeps client data safe, check your city's home business rules, claim the home office deduction and plan your hours as a home-based travel agent.

9 minute read
How to get a travel agent license: what each US state requires
Booking and accreditation

How to get a travel agent license: what each US state requires

There is no single US travel agent license. Which states require Seller of Travel registration, how to register in each, and when hosted advisors are exempt.

10 minute read
Payment plans for travelers: book now, pay over time, and how the agency still gets paid up front
Payments

Payment plans for travelers: book now, pay over time, and how the agency still gets paid up front

Two ways to let travelers pay over time: run installments yourself, or use a BNPL lender that pays your agency up front. Costs, risks, rules and which fits.

9 minute read
Travel agent jobs: 5 types, how each pays, and where to find openings
Starting and switching

Travel agent jobs: 5 types, how each pays, and where to find openings

Travel agent jobs come in five types, from agency and corporate roles to host agency advisor. See how each pays (W-2 or 1099), where to apply, and red flags.

8 minute read
What is a host agency? What it provides, what it costs and how to choose one
Booking and accreditation

What is a host agency? What it provides, what it costs and how to choose one

A host agency lets independent travel advisors book under its accreditation and supplier deals. What hosts provide, typical splits and fees, and red flags to avoid.

9 minute read
What is an OTA? Online travel agencies vs travel advisors
Starting and switching

What is an OTA? Online travel agencies vs travel advisors

An OTA is a website or app that sells other companies' travel. How Booking and Expedia make money, merchant vs agency model, metasearch, and OTAs vs travel advisors.

8 minute read
Deposit and final payment schedules by supplier type: cruise, tours, hotels and flights
Payments

Deposit and final payment schedules by supplier type: cruise, tours, hotels and flights

Among suppliers checked, cruise lines want final payment 75–120 days out and tour operators 56–90. Deposit and balance deadlines compared, plus client due dates.

9 minute read
Host agency reviews: where to find them, what to trust and what to ignore
Starting and switching

Host agency reviews: where to find them, what to trust and what to ignore

Host agency reviews live on HostAgencyReviews, Google, BBB, Trustpilot and advisor groups. How each works, what the FTC rule bans, and the red flags to check.

10 minute read
How to become a travel agent for free: which costs can really be $0
Starting and switching

How to become a travel agent for free: which costs can really be $0

Becoming a travel agent is rarely fully free. Which costs can be $0 (accreditation, E&O, training, host fees, EIN), the conditions, and red flags in free offers.

8 minute read