Want to become the go-to expert for Tern migrations?
Join us for a special training session built exclusively for Lucia CoPilots. This hands-on webinar will teach you how to lead seamless migrations from systems like TravelJoy, VacationCRM, TESS, and others into Tern.
By the end of this session, you’ll know how to:
Run a complete Tern setup and migration from end to end
Customize Tern to mirror an advisor’s existing workflows
Identify and correct data formatting issues before they become blockers
Document the process to support scalability and future success
Speak confidently about what’s included (and what’s not) in the Tern Migration Support package
Certification Available: All attendees who complete the training and pass a short quiz will receive a Lucia x Tern Migration Specialist Certification and an official badge to display on their profile and use to unlock future job opportunities through Lucia.
Who Should Attend: CoPilots who want to expand their skill set, increase their value to clients, and become eligible for higher-tier projects and Tern-focused assignments.
Pre-Reqs:
Must have completed the first four Tern trainings.