Wealth Factory is an entrepreneur-focused wealth management training company. When we met them, they were in the process of redesigning their flagship program. Functioning as a lean and mean team, Wealthy Factory knew what they wanted from the new program but didn’t have the time or manpower to make it happen. We joined their effort by taking direction from the COO, adding instructional design updates, and refining their content to meet their new program goals. Since then, we have worked on three additional training programs with them, all of which are up and running with new learners.
- Program quality did not justify price
- Unorganized materials in difficult to access and navigate formats
- Slow client progress and low knowledge retention
- Created a single, easy-to-use workbook
- Built a program guide for learners and coaches
- Integrated interactive elements into both a digital and print format
- Expanded participant enrollment opportunities
- Increased program value by 50%
- Simplified coach onboarding
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