Overhauling Payments, Insurance & Our Big User Conference Launch

Episode Overview: In this episode, the Tern team dives into their final Flight Path of August 2025 with updates, reflections, and a preview of what’s ahead. CEO and Co-founder David Shull, Head of Product Molly Johnson, and returning guest Jade Pathe cover advisor success stories, lessons from recent bootcamps, and major product improvements. From new agency settings to a complete overhaul of payments and fresh insurance compliance features, this week’s discussion highlights how Tern is evolving to better support both individual advisors and large agencies. Plus, a sneak peek into what’s coming at the inaugural users conference and fall webinar.Episode Topics: (00:50) Advisor Wins and Community Impact Molly shares heartfelt advisor stories that underscore Tern’s impact on businesses and why user feedback drives the team forward.(04:30) Training Bootcamps and User Education Jade recaps learnings from Karina’s successful bootcamps and previews upcoming training sessions at the users conference.(09:42) Behind the Scenes of the Users Conference David highlights the work going into Tern’s first-ever users conference, from keynote slides to the long-term 2030 vision.(10:22) New Agency Settings for Large Teams Molly details updates that help agency owners enforce best practices, streamline commission reconciliation, and simplify financial workflows.(17:11) Overhauling Payments in Tern Jade introduces a major redesign of how payments and authorizations work, giving advisors more flexibility, clearer tracking, and stronger compliance.(29:49) Insurance Updates for Better Recordkeeping Molly walks through new insurance compliance improvements, including automatic email records and logged opt-outs.(34:45) Looking Ahead: Users Conference and Webinar The team shares final prep for the users conference, the fall launch webinar, and what’s top of mind in the coming weeks.Show Highlights:Heartfelt advisor stories that show Tern’s real business impactBootcamp learnings that shape better training and educationNew agency settings that give owners stronger financial controlsPayments overhaul with better tracking, flexibility, and complianceInsurance updates that create automatic opt-out recordsBehind-the-scenes prep for Tern’s first users conference and fall webinar