Want to become the go-to expert for Tern implementations?
Join us for a special training session designed exclusively for Lucia CoPilots. This hands-on webinar will walk you through how to lead full-service Tern implementations for agencies—helping them get up and running with confidence.
By the end of this session, you’ll know how to:
Set up Tern accounts tailored to an advisor’s unique workflows
Configure pipelines, tags, templates, and automations
Lead implementation calls and guide clients through onboarding
Build repeatable systems that reduce time-to-value for your clients
Clearly communicate the scope of what’s included (and what’s not) in the Tern Implementation Support package
Certification Available: All attendees who complete the training and pass a short quiz will receive a Lucia x Tern Implementation 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 deepen their implementation expertise, work on more strategic accounts, and become eligible for high-impact Tern projects across the platform.