Episode Overview: In this episode, the Tern team recaps a packed week leading into the upcoming December webinar. David Shull (CEO and Co Founder), Brad Turner (Head of Design), and Molly Johnson (Head of Product) dive into advisor training moments from the Cancun retreat, major improvements to agency contact ownership, new group trip signup enhancements, and fresh reporting filters that make sales insights cleaner. From behind the scenes of product architecture to Thanksgiving plans and annual strategy prep, it’s a lively look at how Tern is leveling up for advisors. Plus, a hint at Molly’s secret feature challenge for the webinar.

Episode Topics:

(00:01) Welcome and Episode Kickoff The team sets the stage for the pre Thanksgiving episode and previews the big December webinar.

(00:50) Brad’s Advisor Retreat and Integration Progress Brad shares highlights from live advisor training in Cancun and updates on booking flow integrations.

(03:17) Molly’s Annual Planning Deep Dive Molly walks through early 2026 planning, user conversations, and progress on agency structure architecture.

(05:15) David’s New Orleans Site Visit David recounts his first event site visit and previews how Tern is leveling up the 2026 user conference.

(09:24) What We Shipped: Agency Contact Ownership Molly explains new contact management controls that support different agency models and protect key relationships.

(14:19) Quality of Life Updates with Brad Brad shares improvements to the group trip signup flow, task contact shortcuts, and fixes to scheduling emails.

(19:03) Sales Reports and New Filters Molly announces a new filter to exclude noncommissionable bookings from reporting views.

(20:02) Looking Ahead: Webinar Prep and Holiday Chaos The team previews Thanksgiving plans, leadership offsite sessions, and final pushes toward the December webinar.

Show Highlights: Better agency tools that honor different contact ownership models Clearer group trip signup flow that reduces traveler confusion New reporting filters for cleaner, commission focused sales insights Fun behind the scenes previews of annual planning and webinar prep