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.

Jaksot(83)

Form improvements, tag management, and other improvements

Form improvements, tag management, and other improvements

Episode Overview:In this episode, the Tern team dives into a jam-packed week of product improvements, AI-fueled innovation, and a major new training initiative. David (CEO), Molly (Head of Product), a...

29 Heinä 202533min

Offsite, Onboarding, and What’s Next for Advisors

Offsite, Onboarding, and What’s Next for Advisors

In this episode, David, Molly, and Brad reflect on a packed week at Tern. From in-person team bonding to product rollouts and user empathy exercises, they share what’s new, what’s coming, and how it a...

18 Heinä 202536min

Multi-Contact Forms, Mobile Upgrades, and Transparency at Tern

Multi-Contact Forms, Mobile Upgrades, and Transparency at Tern

In this episode of the Flight Path Podcast, Tern CEO David Shull is joined by Molly Johnson (Head of Product) and Brad Turner (Head of Design) for a transparent and action-packed recap of the week in ...

11 Heinä 202534min

More Folders, Restoring Trips, and a Q3 Preview

More Folders, Restoring Trips, and a Q3 Preview

Happy 4th of July from the Flight Path crew! In this week's episode, David (Tern’s CEO), Molly (Head of Product), and Brad (Head of Design) are celebrating summer—and the avalanche of new features, up...

4 Heinä 202540min

Email Template Folders, Groups, Updates, and More!

Email Template Folders, Groups, Updates, and More!

In this final June episode of Flight Path, the Tern team (David, Molly, and Brad) dive into a transformative week at Tern HQ—and it’s a big one. From team expansion to user conference planning, this e...

27 Kesä 202532min

Flexible dates, magic links and more improvements

Flexible dates, magic links and more improvements

In this week’s early edition of Flight Path, the Tern team is back with a packed episode recorded just before the Juneteenth holiday. David (CEO), Molly (Head of Product), and Brad (Head of Design) re...

20 Kesä 202540min

Tern Acquires Lucia + Flexible Dates, Subfolders & More

Tern Acquires Lucia + Flexible Dates, Subfolders & More

Welcome back to Flight Path, your weekly behind-the-scenes look at what we’re building at Tern! This week is packed with major news, impactful product updates, and a special guest interview you won’t ...

13 Kesä 202544min

 Occupancy Pricing, Mobile Upgrades, and Real-Time User Feedback

Occupancy Pricing, Mobile Upgrades, and Real-Time User Feedback

In this week’s episode of Flight Path, David, Molly, and Brad pull back the curtain on the latest behind-the-scenes progress at Tern. From a milestone host agency partnership to significant product up...

6 Kesä 202531min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
herrasmieshakkerit
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-lahtijat
rss-doulapodi
rss-paasipodi
juristipodi
rss-sisalto-kuntoon
rss-muutoksenanatomiaa-podcast
rss-startup-ministerio
rss-uppoava-vn-laiva
rss-bisnesta-bebeja
rss-seuraava-potilas