Financial Advisory Firm

Target Audience

Company wide. This is a cultural training that outlines the company’s vision.


The goal and idea behind this training was to create a learning experience that can be used to help the employees see one common vision, goal and belief for the firm. This micro-learning course includes 4 episodes and interactive video and demonstrates the behaviors that are appropriate with the company’s vision.


Improve culture survey results, increase the number of offerings per client and increase overall firm wide revenue growth.

Software Used

  • Articulate Storyline 2