
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 Jul 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 Jul 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 Jun 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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 37min



















