Skip to content
TrackPodcasts
businessMar 22, 202419:59pending

How to Transfer Data to Tern? Help for Advisors with ADHD? How to See if a HA Offers Tern?

About this episode

In episode 148 Steph co-hosts with Katie WIlliams of Tern. Here are the questions they tackle this week!

Questions :

1. I'd like to switch to Tern. We're currently on Axus. Is there an easy way to transfer that data or can you tell me the level of manual work that needs to be done by our team to make the move? –Anonymous


2. I have been diagnosed with ADHD and of course, some of the things I struggle with is creating processes and maintaining focus (among other things ). I'm relatively new and I would like my niche to include ADHD travelers. Any tips and tricks for ADHD advisors to start and keep up with processes and tasks? Thanks so much! –Sandra S.


3. Is there a way to tell if a host agency offers Tern on their HAR profile? –Anonymous


TODAY’S RESOURCES:




Get every episode summarized

Each time Travel Agent Chatter | Friday 15 publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

How to Transfer Data to Tern? Help for Advisors with ADHD? How to See if a HA Offers Tern?

Travel Agent Chatter | Friday 15

0:00
19:59

More episodes

More from Travel Agent Chatter | Friday 15

View all episodes →