Group Trip Edits Can Now Sync to Every Subtrip
Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) cover Tern's biggest group trips update yet: changes made to a group itinerary can now push down to...
17 Heinä 41min
Agency Back Office Update Adds a Whole New Payroll Cycle
Episode OverviewTern co-founder David Shull, Head of Product Molly Johnson, and Head of Design Brad Turner catch up after a July 4th break. The episode centers on Tern's overhauled agency back office:...
10 Heinä 41min
Commission Reconciliation Just Got a Whole Lot Simpler
Episode Overview:David, Molly, and Brad are back with a packed episode covering the biggest AI chat upgrades to date, a major new agency back-office feature, and a meaningful update to groups. This we...
26 Kesä 30min
Agency Payout Rules That Actually Fit How You Work
Episode Overview:Brad Turner (Head of Design) and Molly Johnson (Head of Product) host this week's episode, joined by Spencer, one of Tern's lead engineers on AI. With David traveling back from a team...
19 Kesä 42min
What Agentic AI Actually Does for Your Advisory Business
Episode Overview: Fresh off their biggest webinar yet, David Shull, Molly Johnson, and Brad Turner sit down for the behind-the-scenes debrief. This episode unpacks what didn't get enough airtime durin...
12 Kesä 42min
We Redesigned the Itinerary (And Shipped 6 AI Updates)
Episode Overview: David Shull, Molly Johnson, and Brad Turner recap a packed pre-webinar week on Flight Path. The team walks through a full itinerary redesign with new header layouts and font options,...
5 Kesä 45min
Plan the Surprise Your Client Will Never See Coming
Episode Overview: David, Molly, and Brad are back with a packed episode recorded live from the ASTA conference in San Diego. David joins on four hours of sleep after a booth that stopped fellow exhibi...
29 Touko 31min
Tern's AI Guides You Through Your Work
Episode Overview:David Shull, Molly Johnson, and Brad Turner cover a week of meaningful AI chat improvements. The biggest change: instead of typing answers back into the chat, advisors can now pick fr...
22 Touko 37min
