OVERVIEW
Ron Blue Institute is dedicated to equipping high-impact leaders, families of wealth, and trusted advisors with a practical, biblical framework for financial decision-making. Through a combination of immersive experiences, high-quality media, and tailored curriculum, the Institute aims to help families steward their wealth wisely, cultivate a heart of generosity, and leave a lasting legacy for generations to come. This Year 1 GTM plan introduces a fully integrated masterclass course and companion curriculum built around Ron Blue’ s flagship Financial Wisdom Trilogy Series.
PHASE 1: FOUNDATIONS (MONTHS 1-3)
Goal: Establish credibility, engage early adopters, and create momentum.
1. Key Activities:
Launch 90-Day Donor Campaign
Host Webinars, Workshops, and Retreats focused on faith-based financial planning and stewardship.
Introduce the Financial Wisdom Mastermind Groups: Small groups for interactive discussions on biblical financial principles.
Launch Ron Blue Institute Certification: A program designed to equip financial advisors and ministry leaders.
2. Deliverables:
3 webinars with 200+ attendees.
Enrollment of 50 advisors in Ron Blue Institute’ s church-based certification program.
3 Mastermind Groups engaging 15 families each.
Goal: Broaden outreach, deepen engagement, and introduce family-wide offerings.
1. Key Activities:
Host Major Donor Events: Exclusive gatherings to inspire financial partners and ministry supporters. Expand production with Teaching Series and Video Curriculum, including daily devotionals and real-life case studies.
Provide Ongoing Legacy Coaching: Post-course support for families implementing their financial plans.
Pastor Advisor Campaign with Kingdom Advisors.
2. Deliverables:
3 family experiences.
Launch Legacy Planning Series with 20 families onboarded.
10 full-length teaching sessions with companion study guides.
SPECIAL FEATURES: FINANCIAL MASTERCLASSES & FAMILY LEGACY PLANNING
1.Financial Wisdom Masterclass
A comprehensive faith-based financial education program designed to guide families and advisors through the principles of biblical stewardship.
Deliverable: 3 Masterclass cohorts with 200+ participants.
Projected Revenue: $750K (200+ participants, $3.75K/person).
2.Financial Legacy Retreats
A 3-day immersive retreat for high-net-worth families to create a generational stewardship plan.
Deliverable: 2 retreats, engaging 15 families each.
Projected Revenue: $2.25M (30 families, $75K/family).
REVENUE STREAMS (YEAR 1 GOALS)
Enrollment in Financial Wisdom Masterclass: $750K
Family Legacy Retreat Fees: $2.25M
Advisor Certification Program: $500K
Donor Contributions & Sponsorships: $2.5M
Book & Curriculum Sales: $1M
