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

How to become a travel agent in Texas
Starting and switching

How to become a travel agent in Texas

Texas has no seller of travel registration law we could find, and a 1997 bill to create one failed. What still applies, business setup and steps to your first booking.

6 minute read
How to become a travel agent in California
Starting and switching

How to become a travel agent in California

California sellers of travel register with the Attorney General for $100 per location a year. Fees, TCRF, trust rules, the hosted-agent exemption and setup steps.

7 minute read
How to become a luxury travel advisor: consortia, hotel programs and what clients expect
Starting and switching

How to become a luxury travel advisor: consortia, hotel programs and what clients expect

How to become a luxury travel advisor: join a host, book through consortia like Virtuoso and hotel programs like Hilton for Luxury, and know what clients expect.

7 minute read
How to become a travel agent in Florida
Starting and switching

How to become a travel agent in Florida

Florida requires sellers of travel to register with FDACS for $300 a year plus a bond. What hosted advisors file instead, business setup and the steps to start.

7 minute read
Remote travel agent jobs: employed vs independent, and how to get one
Starting and switching

Remote travel agent jobs: employed vs independent, and how to get one

Remote travel agent jobs come in two kinds: employed roles at TMCs and cruise lines, or independent work with a host agency. What each requires and how to apply.

7 minute read
What is a travel agent? What they do, how they earn, and the main types
Starting and switching

What is a travel agent? What they do, how they earn, and the main types

A travel agent plans and sells trips for travelers. What they do day to day, how they earn from commission, fees and host splits, and the main types of agent.

6 minute read
Follow-up templates for travel agents: ready-to-send messages for every stage
Lead response

Follow-up templates for travel agents: ready-to-send messages for every stage

10 ready-to-send travel agent follow-up emails and texts, from first inquiry to the next trip, plus the CAN-SPAM, TCPA, WhatsApp and FTC review rules for sending them.

10 minute read
Travel agent license cost in 2026: every fee by route
Booking and accreditation

Travel agent license cost in 2026: every fee by route

What a travel agent license costs in 2026 by route: state registration, bonds, IATAN, ARC, E&O, training and host fees, with illustrative first-year totals.

9 minute read
How to follow up with travel leads: cadence, channels and time to integration
Lead response

How to follow up with travel leads: cadence, channels and time to integration

Follow up with travel leads using a cadence for each stage, the right channel and simple automation, so every new inquiry becomes an active trip sooner.

7 minute read
Tripdash wallet explained: travelers pay over time, your agency gets paid up front
Payments

Tripdash wallet explained: travelers pay over time, your agency gets paid up front

Tripdash's traveler wallet lets travelers book now and pay over time while your agency collects up front. What Tripdash says it does, and what to ask before you offer it.

4 minute read
How to recruit travel agents: where to find advisors and how to make an honest offer
Retention

How to recruit travel agents: where to find advisors and how to make an honest offer

How to recruit travel agents: where agencies find advisors, what to offer, what the FTC lets you say about earnings, and a checklist for recruiting without MLM tactics.

11 minute read
Quiz funnels for travel agents: the questions that qualify a traveler
Storefront and search

Quiz funnels for travel agents: the questions that qualify a traveler

Build a travel quiz funnel that qualifies leads: the intake questions to ask, how to word budget ranges, form length, consent and privacy rules, plus a sample quiz.

10 minute read