Episode Overview: In this episode, the Tern team reunites after a few busy weeks of travel, product launches, and webinars. David Shull (Co-founder & CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) dive into the whirlwind of events that kept them on the move, from industry conferences and advisor meetups to a founder retreat in Utah. They share insights from Tern’s latest webinar, unpack the brand-new Global Search feature, and tease upcoming integrations and updates designed to help advisors plan trips even faster.

Episode Topics:

(00:01) Catching Up

David, Molly, and Brad share highlights from their travels, including cruises, conferences, and advisor meetups across the country.

(08:20) Webinar Recap

The team reflects on their latest product webinar, from unveiling the Project Expedition integration to discussing Tern’s five-year vision for transforming the travel industry.

(15:34) Product Deep Dive: Global Search

Molly and Brad walk through the launch of Tern’s powerful new Global Search feature, explaining how it helps advisors find trips, contacts, and more in seconds.

(31:22) Quality of Life Updates

Rapid-fire updates include improved multi-currency visibility, new document tabs, a smarter text editor for small screens, and time-saving payout email automation.

(37:15) The Week Ahead

Brad preps for the first Project Expedition integration release, Molly works on host sub-agency hierarchies, and David gets ready for CruiseWorld and a Tern community happy hour.

Show Highlights:

• Global Search: lightning-fast navigation across trips and contacts

• Project Expedition integration: seamless tour booking directly in Tern

• Behind the scenes of Tern’s one-week product shipping cycle

• Quality of life updates that make everyday workflows smoother

• Upcoming CruiseWorld event and community celebration