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 during the live event: how agentic AI works differently from regular chat AI, why a single email demo moment stopped the webinar chat cold, and what it means for advisors that personalization no longer requires manual context-loading. The team also walks through group subtrip syncing in detail, the new mark-as-booked AI workflow for agents who just need to get paid, and a candid conversation about AI usage costs and what Tern is absorbing to make this accessible. Next week brings a special guest while David heads to Singapore.

Episode Topics:

(00:00) Post-webinar check-in: energy levels and webinar-week survival

(05:37) Behind the scenes: what almost broke during the live AI demos

(09:13) The email demo moment that hit home for advisors everywhere

(11:31) Webinar highlights: what each host remembered most (15:20) Group subtrip syncing: a deep-dive demo of the beta feature

(22:00) Packing lists and destination guides, now fully personalized by AI

(26:18) Mark as booked via AI: how new agents can submit a booking in a few clicks

(30:00) AI and pricing: reading, writing, and creating packages

(32:08) AI usage transparency: what agentic AI actually costs and why

(41:01) Scheduled agents: what David wants advisors to try first

(43:19) Week ahead: payout date logic beta, unclaimed bookings, and David's Singapore trip

Show Highlights:

Agentic AI pulls client context automatically, so packing lists and destination guides are personalized before you type a word

The email integration demo moment landed because it named a pain advisors assumed they'd always have to live with

Group subtrip syncing lets advisors update 300 subtrips at once from a single group itinerary

The mark-as-booked AI workflow lets new agents submit a booking with a receipt and a few approval clicks

Tern blended its AI and note taker usage allocations into one pot and absorbed the added cost without raising prices

Scheduled agents can now automatically draft follow-up emails based on trip returns, birthdays, and supplier promotions