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TEAM ONBOARDING & ADVISOR TRAINING TERN • TEAM TRAINING
Tern Migration
Tern
Created by
Jennifer S
About
A platform is only as powerful as the team using it well. This project gets your advisors confident and consistent in Tern—so your whole agency operates from the same playbook.
Project Overview
Drawing on experience leading and training a nationwide team of advisors, I will guide your team through Tern with role-appropriate workflows and clear expectations. Your advisors will leave knowing exactly how to use Tern in their day to day, and your agency will benefit from consistent, confident adoption across the board.
What’s Included
• Group or one-on-one training sessions tailored to your team
• Role-appropriate workflows so every advisor knows their path
• Clear, simple reference guidance your team can return to
• A consistent foundation that makes onboarding future advisors easier
Who This Is For
Multi-advisor agencies that want their whole team using Tern consistently and confidently.
Offering 1-2 hour sessions tailored to your specific needs.
Project Overview
Drawing on experience leading and training a nationwide team of advisors, I will guide your team through Tern with role-appropriate workflows and clear expectations. Your advisors will leave knowing exactly how to use Tern in their day to day, and your agency will benefit from consistent, confident adoption across the board.
What’s Included
• Group or one-on-one training sessions tailored to your team
• Role-appropriate workflows so every advisor knows their path
• Clear, simple reference guidance your team can return to
• A consistent foundation that makes onboarding future advisors easier
Who This Is For
Multi-advisor agencies that want their whole team using Tern consistently and confidently.
Offering 1-2 hour sessions tailored to your specific needs.
Pricing
$60
per hour
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.
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