More Folders, Restoring Trips, and a Q3 Preview

July 4, 2025

Episode Overview

Happy 4th of July from the Flight Path crew! In this week's episode, David (Tern’s CEO), Molly (Head of Product), and Brad (Head of Design) are celebrating summerand the avalanche of new features, updates, and future plans at Tern.

And for those curious about where Tern is headed long-term? You’ll hear the team unpack what’s next—from deeper payments infrastructure to potential supplier integrations that could unlock massive advisor efficiencies.

00:00 — Holiday vibes + intros

00:52 — Brad’s week: payments, tacos, and Jack joins Tern

02:50 — Molly’s week: mobile web, form responses, reporting

04:45 — David’s reflections on team growth and Q3 planning

05:25 — The folder frenzy: why advisors are loving this feature

07:10 — Editor rollout preview: what’s changing and how to prep

13:00 — “Trash” feature: recovering deleted trips (and bad jokes)

16:00 — Trip tips: unpublishing, archiving, and custom views

18:59 — New quality-of-life updates (tasks, taxes, accessibility, etc.)

23:38 — What’s coming in Q3: features, reporting, mobile, more

28:59 — Payments and trip funds: how we’re laying the groundwork

35:30 — Supplier integration ideas: eliminating invisible work

37:50 — What’s next week look like + team’s 4th of July plans