Behavioral Financial Advice
Behavioral Financial Advice, rebuilt.
Full overhaul of think2perform’s flagship program — psychology and neuroscience woven into traditional finance as interactive, self-directed learning.
Client
think2perform
Role
Lead Instructional Designer
Scope
8 lessons · 56 modules
Stack
Articulate Storyline · Adobe Suite
APPROVAL RATING
As think2perform’s CEO put it, the programme made advice about making real connections.
PRODUCTIVITY, UP TO
Up to a 30% increase in professional productivity.
LESSONS
Scoped and scripted before production.
MODULES
Built for self-directed study rather than a taught classroom.
grid | lift | dots | dots
How it’s built
Point at a step
Selling to influencing.
Plan
grid
1
Scope
Eight lessons and fifty-six modules.
Plan
transcript
2
Script
Every module scripted before production.
Produce
play
3
Storyline and Adobe
Developed in Articulate Storyline and the Adobe Suite.
Produce
coach
4
Exercises, video, case studies
Interactive, and built for self-directed study.
Change
rep
5
The advisor's role
From recommending products to shaping client behaviour.
01
/ 01 · Every reply, live
The rep
Practises the pushback their next call is likely to bring.
Process
Discover · Scope · Build · Prove
01
Discover
Advice that stopped at the numbers
The flagship programme taught conventional finance well, but advisors were still losing clients at the moment the decision turned emotional rather than mathematical.
02
Scope
Selling to influencing
Rebuild the programme so psychology and neuroscience sit inside the financial content, and redefine the advisor's role from recommending products to shaping client behaviour. Eight lessons, fifty-six modules, scoped and scripted before production.
03
Build
Interdisciplinary production
Developed in Articulate Storyline and the Adobe Suite: interactive exercises, video and case studies built for self-directed study rather than a taught classroom.
04
Prove
What it changed
A 97% approval rating and up to a 30% increase in professional productivity. As think2perform's CEO put it, the programme made advice about making real connections.
More work
All work
