August 16 2024: Advisor Commission Tracking & Financials

August 16 2024: Advisor Commission Tracking & Financials

In this episode of the Flight Path Podcast, David, Brad, and Molly discuss recent updates and upcoming features in the Tern platform.


They talk about the new commission tracking and reporting feature, which allows advisors to log individual commission payments and track their financial records within Tern. They also mention the upcoming release of the ability to sort the trip board by trip dates and the task collaboration feature. The team reflects on the importance of continuously learning and iterating on features based on user feedback. They also discuss the challenges and successes of data migration and the behind-the-scenes work that goes into improving the platform.

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Stop Rebuilding Itineraries: AI Now Detects Packages

Stop Rebuilding Itineraries: AI Now Detects Packages

Episode Overview: In this episode, the Tern team covers quick updates across AI Assist, packages, tours, and agency tools. Brad Turner (Head of Design) hosts while David is out on paternity leave, joi...

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AI Imports Now Keep Payment Schedules

AI Imports Now Keep Payment Schedules

Episode Overview: In this episode, the Tern team covers a big week of advisor updates: AI Assist improvements, stronger group-trip exports, and a stack of quality of life fixes. Brad Turner (Head of D...

6 Helmi 38min

New Agency Protections in Tern

New Agency Protections in Tern

Episode Overview:In this episode, the Tern team shares major updates focused on agency control, smoother client booking experiences, and faster product delivery behind the scenes. Brad Turner hosts wh...

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We Launched One-Click Insurance and Fixed Agency Payouts

We Launched One-Click Insurance and Fixed Agency Payouts

Episode Overview: In this episode, the Tern team shares a packed week of shipping, led by the launch of Tern’s first ever insurance integration. David Shull, CEO and co-founder, is joined by Molly Joh...

23 Tammi 42min

This Tern Automation Fix Saves Hours Every Week

This Tern Automation Fix Saves Hours Every Week

Episode Overview: In this episode, the Tern team introduces a fresh take on Flight Path with more guests and a new Tips and Tricks segment. David Shull and Molly Johnson welcome Ellen Longley from Cus...

16 Tammi 37min

The Hidden Work Behind Growing a Product People Trust

The Hidden Work Behind Growing a Product People Trust

Episode Overview: In this episode, the Tern team kicks off the first Flight Path episode of 2026 with a holiday recap and a look at what’s already shipping in the product. David Shull (CEO and co-foun...

9 Tammi 41min

Tern 2025 Wrapped: Big Wins, Hard Lessons, What’s Next

Tern 2025 Wrapped: Big Wins, Hard Lessons, What’s Next

Episode Overview: In this episode, the Tern team wraps up 2025 with a special year-end reflection. David Shull (CEO and co-founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) s...

19 Joulu 202534min

The New Era of Tern Just Started!

The New Era of Tern Just Started!

Episode Overview:In this episode, the Tern team recaps an action packed week featuring their final 2025 webinar, major product milestones, and behind the scenes reflections from the entire R and D org...

5 Joulu 202532min

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