Install the Decision Discipline Operating System Your Clients Keep Paying to Skip
Behavioural Finance for Advisers ships the complete stack: 266 slides in five corporate color editions, seven word-for-word scripts, seven participant workbooks, 350 assessment statements and six documented case studies - Betterment, Oaktree Capital, The Behavioural Insights Team, Dimensional Fund Advisers, J.P. Morgan Asset Management and Acorns.
Hover a Module.
Watch Its Delivery Stack Come Alive.
Every module in Behavioural Finance for Advisers runs on the same 60-minute executive engine — installing one signature mnemonic framework (B.I.A.S Model, M.I.R.R.O.R Model, N.U.D.G.E Model, P.R.I.S.M Model, C.O.A.C.H Model, H.A.B.I.T Model, The Mastery Stack), drilling one documented case study (Betterment, Oaktree Capital, The Behavioural Insights Team, Dimensional Fund Advisers, J.P. Morgan Asset Management, Acorns), and producing one signed operating commitment.
The Biases Every Client Owns
B.I.A.S Model · Betterment
Hover to explore module ↗The Adviser's Own Brain
M.I.R.R.O.R Model · Oaktree Capital
Hover to explore module ↗Nudges and Choice Architecture
N.U.D.G.E Model · The Behavioural Insights Team
Hover to explore module ↗Risk Perception and Framing
P.R.I.S.M Model · Dimensional Fund Advisers
Hover to explore module ↗Coaching Through Volatile Markets
C.O.A.C.H Model · J.P. Morgan Asset Management
Hover to explore module ↗Habits That Outlast the Market Cycle
H.A.B.I.T Model · Acorns
Hover to explore module ↗Integration, Action Planning and Behavioural Finance Mastery
The Mastery Stack · 30-60-90 Plan
Hover to explore module ↗What It Installs — Ordinary savers are destroyed by two or three decisions, not by markets. The BIAS loop baselines the client's patterns, identifies the trigger moments, addresses them with process and standardizes the response - panic meets friction at the moment it matters.
Signature Mnemonic Framework — Installs the B.I.A.S Model (Baseline the Bias Map – Identify the Bias Map – Address the Bias Map – Standardize the Bias Map) — run it every week, not just when the review lands.
Guardrails Engineered Into the Product — Panic trades met deliberate friction - the moment of maximum fear became the moment of maximum pause - and the compounding the client needed survived the client's own reflexes.
Complete Module Delivery Pack — Complete Module 01 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for The Biases Every Client Owns.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Howard Marks institutionalized second-level thinking by writing the reasoning down before the outcome arrives. The MIRROR loop maps your own biases, interrupts the reflex, records the decisions, reviews them with a peer, owns the errors and rebuilds the process - the adviser gets a mirror, not a monument.
Signature Mnemonic Framework — Installs the M.I.R.R.O.R Model (Map Your Biases – Interrupt the Reflex – Record the Decisions – Review with a Peer – Own the Errors – Rebuild the Process) — run it every week, not just when the review lands.
The Memo as a Mirror — Howard Marks published what the market feels beside what it means - the reasoning exposed to challenge before the outcome arrives, and second-level thinking institutionalized across generations.
Complete Module Delivery Pack — Complete Module 02 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for The Adviser's Own Brain.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Pension auto-enrolment rebuilt so that doing nothing meant being enrolled and saving. The NUDGE loop notices the default, understands the friction, designs the better path, gives the escape and evaluates the result - defaults decide quietly, so the adviser designs them.
Signature Mnemonic Framework — Installs the N.U.D.G.E Model (Notice the Default – Understand the Friction – Design the Better Path – Give the Escape – Evaluate the Result) — run it every week, not just when the review lands.
The Trial Was the Product — Pension auto-enrolment rebuilt so doing nothing meant being enrolled; tax letters rewritten around social proof - government shifted millions of behaviours with trials, not campaigns.
Complete Module Delivery Pack — Complete Module 03 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Nudges and Choice Architecture.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Decades of research survived contact with clients who feel every drawdown in their stomach - because the findings were framed. The PRISM loop presents both views, reveals the base rates, illustrates with stories, separates signal from noise and makes the choice real before the market does it for them.
Signature Mnemonic Framework — Installs the P.R.I.S.M Model (Present Both Views – Reveal the Base Rates – Illustrate with Stories – Separate Signal from Noise – Make the Choice Real) — run it every week, not just when the review lands.
Research That Survives the Stomach — Investor-behaviour studies put a price on panic and materials re-expressed market movements in terms clients could hold - the frame arrived before the drawdown did.
Complete Module Delivery Pack — Complete Module 04 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Risk Perception and Framing.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — The Guide to Retirement shows what missing the market's best days costs - evidence sturdy enough to coach with when clients trust nothing. The COACH loop calms first, anchors to the plan, clarifies the goal, holds the line and keeps the record - voice before facts, every time.
Signature Mnemonic Framework — Installs the C.O.A.C.H Model (Calm First – Anchor to the Plan – Clarify the Goal – Hold the Line – Keep the Record) — run it every week, not just when the review lands.
Evidence for the Trust-Nothing Weeks — Long-term capital market assumptions built to outlive any news cycle, and retirement research showing what missing the best days costs - advisers coach with evidence, not with hope.
Complete Module Delivery Pack — Complete Module 05 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Coaching Through Volatile Markets.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — The round-up attached investing to a purchase customers were already making - the habit became the product. The HABIT loop hooks the behavior to existing routines, automates the good, buffers the bad, inspects weekly and tightens gradually - willpower gets retired from the plan.
Signature Mnemonic Framework — Installs the H.A.B.I.T Model (Hook to Existing Routines – Automate the Good – Buffer the Bad – Inspect Weekly – Tighten Gradually) — run it every week, not just when the review lands.
The Habit Was the Product — Spare-change round-ups attached investing to a purchase customers already made - the first move felt like nothing, and the defaults carried the discipline the willpower could not.
Complete Module Delivery Pack — Complete Module 06 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Habits That Outlast the Market Cycle.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
What It Installs — Six frameworks, one decision discipline operating system. Every loop from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 client coaching plan - with owners, artifacts and review dates named in the room.
Signature Mnemonic Framework — Installs the The Mastery Stack (The full stack on one page – A dated 30-60-90 plan per leader – Named commitments and witnesses – The 30-day check-in ritual) — run it every week, not just when the review lands.
Six frameworks, one decision discipline operating system. Every loop from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 client coaching plan - with owners, artifacts and review dates named in the room.
Complete Module Delivery Pack — Complete Module 07 delivery pack — slide deck in 5 corporate color editions (PPTX + PDF), word-for-word facilitator script, and slide-anchored participant workbook for Integration, Action Planning and Behavioural Finance Mastery.
Practice-First, Every Module — Five competencies scored statement by statement — 350 statements across the full program — plus a live-work lab and a framework recall game in every module.
The Biases Every Client Owns
Ordinary savers are destroyed by two or three decisions, not by markets. The BIAS loop baselines the client's patterns, identifies the trigger moments, addresses them with process and standardizes the response - panic meets friction at the moment it matters.
in this module
Baseline the Bias Map
B.I.A.S Model
Included in kit: Baseline the Bias Map — part of the B.I.A.S Model installed in The Biases Every Client Owns.
Identify the Bias Map
B.I.A.S Model
Included in kit: Identify the Bias Map — part of the B.I.A.S Model installed in The Biases Every Client Owns.
Address the Bias Map
B.I.A.S Model
Included in kit: Address the Bias Map — part of the B.I.A.S Model installed in The Biases Every Client Owns.
Standardize the Bias Map
B.I.A.S Model
Included in kit: Standardize the Bias Map — part of the B.I.A.S Model installed in The Biases Every Client Owns.
The Adviser's Own Brain
Howard Marks institutionalized second-level thinking by writing the reasoning down before the outcome arrives. The MIRROR loop maps your own biases, interrupts the reflex, records the decisions, reviews them with a peer, owns the errors and rebuilds the process - the adviser gets a mirror, not a monument.
in this module
Map Your Biases
M.I.R.R.O.R Model
Included in kit: Map Your Biases — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Interrupt the Reflex
M.I.R.R.O.R Model
Included in kit: Interrupt the Reflex — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Record the Decisions
M.I.R.R.O.R Model
Included in kit: Record the Decisions — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Review with a Peer
M.I.R.R.O.R Model
Included in kit: Review with a Peer — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Own the Errors
M.I.R.R.O.R Model
Included in kit: Own the Errors — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Rebuild the Process
M.I.R.R.O.R Model
Included in kit: Rebuild the Process — part of the M.I.R.R.O.R Model installed in The Adviser's Own Brain.
Nudges and Choice Architecture
Pension auto-enrolment rebuilt so that doing nothing meant being enrolled and saving. The NUDGE loop notices the default, understands the friction, designs the better path, gives the escape and evaluates the result - defaults decide quietly, so the adviser designs them.
in this module
Notice the Default
N.U.D.G.E Model
Included in kit: Notice the Default — part of the N.U.D.G.E Model installed in Nudges and Choice Architecture.
Understand the Friction
N.U.D.G.E Model
Included in kit: Understand the Friction — part of the N.U.D.G.E Model installed in Nudges and Choice Architecture.
Design the Better Path
N.U.D.G.E Model
Included in kit: Design the Better Path — part of the N.U.D.G.E Model installed in Nudges and Choice Architecture.
Give the Escape
N.U.D.G.E Model
Included in kit: Give the Escape — part of the N.U.D.G.E Model installed in Nudges and Choice Architecture.
Evaluate the Result
N.U.D.G.E Model
Included in kit: Evaluate the Result — part of the N.U.D.G.E Model installed in Nudges and Choice Architecture.
Risk Perception and Framing
Decades of research survived contact with clients who feel every drawdown in their stomach - because the findings were framed. The PRISM loop presents both views, reveals the base rates, illustrates with stories, separates signal from noise and makes the choice real before the market does it for them.
in this module
Present Both Views
P.R.I.S.M Model
Included in kit: Present Both Views — part of the P.R.I.S.M Model installed in Risk Perception and Framing.
Reveal the Base Rates
P.R.I.S.M Model
Included in kit: Reveal the Base Rates — part of the P.R.I.S.M Model installed in Risk Perception and Framing.
Illustrate with Stories
P.R.I.S.M Model
Included in kit: Illustrate with Stories — part of the P.R.I.S.M Model installed in Risk Perception and Framing.
Separate Signal from Noise
P.R.I.S.M Model
Included in kit: Separate Signal from Noise — part of the P.R.I.S.M Model installed in Risk Perception and Framing.
Make the Choice Real
P.R.I.S.M Model
Included in kit: Make the Choice Real — part of the P.R.I.S.M Model installed in Risk Perception and Framing.
Coaching Through Volatile Markets
The Guide to Retirement shows what missing the market's best days costs - evidence sturdy enough to coach with when clients trust nothing. The COACH loop calms first, anchors to the plan, clarifies the goal, holds the line and keeps the record - voice before facts, every time.
in this module
Calm First
C.O.A.C.H Model
Included in kit: Calm First — part of the C.O.A.C.H Model installed in Coaching Through Volatile Markets.
Anchor to the Plan
C.O.A.C.H Model
Included in kit: Anchor to the Plan — part of the C.O.A.C.H Model installed in Coaching Through Volatile Markets.
Clarify the Goal
C.O.A.C.H Model
Included in kit: Clarify the Goal — part of the C.O.A.C.H Model installed in Coaching Through Volatile Markets.
Hold the Line
C.O.A.C.H Model
Included in kit: Hold the Line — part of the C.O.A.C.H Model installed in Coaching Through Volatile Markets.
Keep the Record
C.O.A.C.H Model
Included in kit: Keep the Record — part of the C.O.A.C.H Model installed in Coaching Through Volatile Markets.
Habits That Outlast the Market Cycle
The round-up attached investing to a purchase customers were already making - the habit became the product. The HABIT loop hooks the behavior to existing routines, automates the good, buffers the bad, inspects weekly and tightens gradually - willpower gets retired from the plan.
in this module
Hook to Existing Routines
H.A.B.I.T Model
Included in kit: Hook to Existing Routines — part of the H.A.B.I.T Model installed in Habits That Outlast the Market Cycle.
Automate the Good
H.A.B.I.T Model
Included in kit: Automate the Good — part of the H.A.B.I.T Model installed in Habits That Outlast the Market Cycle.
Buffer the Bad
H.A.B.I.T Model
Included in kit: Buffer the Bad — part of the H.A.B.I.T Model installed in Habits That Outlast the Market Cycle.
Inspect Weekly
H.A.B.I.T Model
Included in kit: Inspect Weekly — part of the H.A.B.I.T Model installed in Habits That Outlast the Market Cycle.
Tighten Gradually
H.A.B.I.T Model
Included in kit: Tighten Gradually — part of the H.A.B.I.T Model installed in Habits That Outlast the Market Cycle.
Integration, Action Planning and Behavioural Finance Mastery
Six frameworks, one decision discipline operating system. Every loop from Modules 01-06 is stacked into one working system and committed to a dated 30-60-90 client coaching plan - with owners, artifacts and review dates named in the room.
in this module
The full stack on one page
The Mastery Stack
Included in kit: The full stack on one page — part of the The Mastery Stack installed in Integration, Action Planning and Behavioural Finance Mastery.
A dated 30-60-90 plan per leader
The Mastery Stack
Included in kit: A dated 30-60-90 plan per leader — part of the The Mastery Stack installed in Integration, Action Planning and Behavioural Finance Mastery.
Named commitments and witnesses
The Mastery Stack
Included in kit: Named commitments and witnesses — part of the The Mastery Stack installed in Integration, Action Planning and Behavioural Finance Mastery.
The 30-day check-in ritual
The Mastery Stack
Included in kit: The 30-day check-in ritual — part of the The Mastery Stack installed in Integration, Action Planning and Behavioural Finance Mastery.
A Complete Delivery Kit — Not a Slide Deck
Each of the 7 modules in Behavioural Finance for Advisers ships the same sixteen-asset architecture. Pick it up and deliver the hour.
Workshop Deck × 5 Colors
The module deck in Navy Blue, Emerald Green, Burgundy, Teal and Royal Purple — editable PPTX plus print PDF.
Word-for-Word Script
Opening story, stage directions, timing tables, case debrief and the closing commitments page — verbatim.
Participant Workbook
Slide-anchored working notes, artifacts and reflection pages — print-ready for every seat.
50-Statement Assessment
Five competencies scored statement by statement — 350 statements across the full program.
Documented Case Study
Story, analysis, discussion questions and framework application — a real company, observable moves.
Core Activity + Game
A live-operations lab plus a framework recall game per module — practice owns a protected slot every quarter hour.
5 Energizers × 7
Thirty-five energizers across the program — one every fifteen minutes, attention designed not hoped for.
Exercises + Job Aids
Applied follow-up exercises per module and one-page pocket references for the signature frameworks.
Instructor Guide + Welcome Pack
Program-level delivery handbook, logistics, welcome letter and preparation work — the whole operating manual.
One Program. Every Way You Deliver.
PowerPoint Decks (.pptx)
266 workshop slides (Master Deck + 7 Module Decks covering B.I.A.S Model, M.I.R.R.O.R Model, N.U.D.G.E Model, P.R.I.S.M Model, C.O.A.C.H Model, H.A.B.I.T Model, The Mastery Stack) in 5 corporate color editions (Navy Blue, Emerald Green, Burgundy, Teal, and Royal Purple). Fully unlocked for corporate branding.
Word Facilitator Kit (.docx)
7 word-for-word facilitator scripts, 7 facilitator guides, 7 participant workbooks, 7 module assessments (350 statements), 6 case studies (Betterment, Oaktree Capital, The Behavioural Insights Team, Dimensional Fund Advisers, J.P. Morgan Asset Management, Acorns), plus core activities, exercises, energizers and recall games for every module.
Print-Ready Editions (.pdf)
Clean, press-ready PDF editions of every slide deck, workbook, self-assessment, pocket job aid card, and post-program evaluation form — ready to print or distribute to cohorts of 12–24 participants.
Built for Professionals Who Develop Others
Managers, Directors And Senior Leaders
Programme leaders who want a clear operating rhythm, a common language for the team, and evidence in the weekly meeting. L&D teams that need a program which runs clean without external facilitators. Trainers and consultants who want a delivery engine they can brand and run for clients. Outcome installed: Seven frameworks · documented case studies · a dated 30-60-90 Behavioural Finance for Advisers plan.
Corporate Trainers & Facilitators
Deliver a flagship 7-hour Behavioural Finance for Advisers program on Monday morning without writing a single slide or script. Open the word-for-word script, run the core activity and framework recall game in every module, and facilitate like you built it.
L&D & Capability Directors
Roll out a unified Behavioural Finance for Advisers operating system across cohorts of 12–24 participants — backed by 7 mnemonic frameworks (B.I.A.S Model, M.I.R.R.O.R Model, N.U.D.G.E Model, P.R.I.S.M Model, C.O.A.C.H Model, H.A.B.I.T Model, The Mastery Stack) and 350 scored assessment statements.
Consultants & Executive Coaches
Deploy the 6 documented case studies (Betterment, Oaktree Capital, The Behavioural Insights Team, Dimensional Fund Advisers, J.P. Morgan Asset Management, Acorns), applied written exercises and pocket job aids inside client engagements — no seat licenses or recurring fees.
One Program. One Price. Your Complete Training Library.
Regular price $187 — launch price $87 + $100 free bonus
Download the Complete Program →One-time payment • Instant download • Secure checkout
Everything included in Behavioural Finance for Advisers
- ✓ 266 slides in 5 corporate color editions (PPTX + PDF) — master + 7 module decks
- ✓ 7 word-for-word facilitator scripts + program instructor guide
- ✓ 7 participant workbooks + 350-statement assessment pack
- ✓ Every case study, activity, exercise, energizer and recall game — 20+ tools
- ✓ Training plan, welcome pack, program brochure and job aids
- ✓ Deliver inside your company or practice — no seat licenses, no recurring fees
Everything You Might Be Wondering
How is this different from a course I send my team to watch?
There is nothing to “send”. This is the complete delivery kit — slides, scripts, workbooks, assessments and games — the same assets a certified facilitator runs in a live executive session. You (or any trainer) deliver it; the kit makes the hour feel rehearsed from the first run. Watching builds awareness; running this program builds behavior.
Can I really deliver it without certification?
Yes. Every module runs on the same 60-minute engine with a word-for-word script and a minute-by-minute run sheet. Read the script once end to end, follow the run sheet with a visible timer, and the hour is fully controlled. The facilitator guide also lists the pitfalls — what to avoid in every segment.
Why five color editions of the same deck?
So the material can sit inside your corporate identity instead of fighting it. Navy Blue, Emerald Green, Burgundy, Teal and Royal Purple — identical content, five professional schemes. Add your logo, adjust examples to your industry, and the program reads as yours.
What exactly is the $100 free bonus?
A private 1-on-1 Strategy Session with Zohaib Butt, booked after your purchase during the launch window. You leave with a dated 30-60-90 delivery plan — which modules to run, in which order, with which success measures. It is included free this week; after the window it is no longer part of the offer.
Can I use it for client work?
Yes — trainers, consultants and L&D teams deliver the program inside their own client engagements. The license covers commercial delivery; the only restriction is republishing the raw files as your own product. Your client sees your brand in the room; the kit stays your back-office engine.
What happens when the countdown ends?
The launch price runs on a rolling 24-hour loop in your own browser — when the timer hits zero it resets automatically and the launch window simply continues, so the offer stays open while the launch is live. What you see is your honest remaining window; the regular price returns only when we close the launch for good.
Install the System. Retire the Defaults.
Seven modules (B.I.A.S Model, M.I.R.R.O.R Model, N.U.D.G.E Model, P.R.I.S.M Model, C.O.A.C.H Model, H.A.B.I.T Model, The Mastery Stack). Six documented case studies (Betterment, Oaktree Capital, The Behavioural Insights Team, Dimensional Fund Advisers, J.P. Morgan Asset Management, Acorns). 266 slides across five color editions. One complete Behavioural Finance for Advisers operating system — at the $87 launch price with the Free $100 1-on-1 Behavioural Finance for Advisers Strategy Session Session.
Get the Complete 7-Module Program — $87 →