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

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

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: (Katie’s email — anonymous, reach out!) (Tern, Axus and other travel itinerary builder comparison chart) (Look on a host’s profile for more details)

March 25, 2024
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