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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Episoder(98)

Building The Ledger Behind Your Bookings

Building The Ledger Behind Your Bookings

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment...

8 Aug 41min

Back to Basics Is Shipping the Fixes You Asked For

Back to Basics Is Shipping the Fixes You Asked For

Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push spa...

31 Jul 32min

Trip Statuses Now Update Themselves Automatically

Trip Statuses Now Update Themselves Automatically

Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like travelin...

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Group Trip Edits Can Now Sync to Every Subtrip

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

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

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

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

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

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