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Listen "August 16 2024: Advisor Commission Tracking & Financials"
Episode Synopsis
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.
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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