Your Business Can’t Afford Another Year of “I’ll Fix It Later.”

Most advisors head into Q4 with goals… and a backend held together by habit, guesswork, and good intentions.

But busy seasons do one thing exceptionally well: they expose every crack in your business.

This checklist shows you exactly where you’re vulnerable — before those gaps turn into chargebacks, client disputes, supplier problems, or financial losses in 2026.

Legal Weak Spots

Outdated Terms & Conditions, missing planning fee agreements, no insurance confirmations,
weak disclaimers, inconsistent IC agreements, and aging website policies.

Compliance Risks

DOT, FTC, and SOT requirements that most advisors ignore until a complaint or audit forces
their hand.

Operational Gaps

Missing SOPs, inconsistent client communication, messy CRM data, no intake process, and
every “I’ll remember this later” moment that results in mistakes.

Financial Blind Spots

Untracked commissions, sloppy bookkeeping, unclear supplier payments, and weak fee
collection practices.

Risk Exposure

Unsecured card collection, no fraud scoring, missing authorizations, no audit trail, and zero preparation for disputes or chargebacks.
If any of this sounds familiar, you’re not alone — but you are at risk.

Next year will not be kind to advisors with shaky foundations.

The industry is shifting:

  • More regulation.

  • More fraud.

  • More chargebacks.

  • Less supplier leniency.

  • Higher client expectations.

You can’t run a 2026-level business with 2024-level systems.

This checklist gives you the clarity you need to get stable, protected, and ready to scale.

Once you see the gaps, we help you close them.

Travel Industry Solutions provides you with:

Attorney-drafted, auto-updating contracts

Secure e-signatures & payment authorizations

Tokenized credit card vault

Real-time fraud detection & scoring

SOPs and process tools

Intake forms for every stage

Client communication + email workflows

Website policies

Compliance guidance

Clean audit trails

Everything you need to run a protected, efficient, compliant travel business.

Get ahead of the chaos.
Fix the gaps now.
Step into the new year protected, organized, and in control.