GO-TO-MARKET PLAN
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.
1. Key Activities:
Launch the Financial Wisdom
Masterclass: A guided experience featuring Ron Blue’s three flagship books Generous Living, Splitting Heirs, and Never Enough with video teachings, interactive discussions, and real-life applications.
Develop and distribute Video Trailers and Marketing Flyers to communicate the vision effectively
Publish a Full-Color Companion Curriculum supporting advisors, families, and ministry leaders.
2.
Deliverables:
3 high-quality video trailers and 1 magazine edition tailored for advisors and families.
Enrollment of 200+ participants in the Financial Wisdom Masterclass.
Publication of a fully revised Financial Wisdom Trilogy series with companion resources.
PHASE 1: FOUNDATIONS (MONTHS 1-3)
Goal: Establish credibility, engage early adopters, and create momentum.
1. Key Activities:
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:
5 webinars with 300+ attendees.
Enrollment of 50 advisors in Ron Blue Institute’s 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.
2. Deliverables:
3 family retreats and 2 donor events generating $3M.
Launch Legacy Planning Series with 20 families onboarded.
10 full-length teaching sessions with companion study guides.
PHASE 3: SCALING & IMPACT (MONTHS 7-12)
Goal: Expand reach, deepen family engagement, and deliver measurable impact.
Financial Wisdom Masterclass 1.
A structured program offering guided coaching through Ron Blue’s Financial Wisdom Trilogy, combining biblical principles with real-world financial decision-making strategies.
Deliverable: 3 Masterclass cohorts, enrolling 200+ participants.
Financial Legacy Retreats 2.
A 3-day immersive experience designed for high-net-worth families, helping them develop a long-term financial stewardship plan.
Deliverable: 2 retreats, hosting 15 families each.
SPECIAL FEATURES: FINANCIAL MASTERCLASSES & FAMILY LEGACY PLANNING
Financial Wisdom Masterclass 1. 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).
Financial Legacy Retreats 2.
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
BUDGET ALLOCATION
Production and Publishing: $1.5M
Tour Logistics: $1.5M
Technology Development (Legacy Library): $1M
Curriculum Development: $750K
Staff and Operations: $1.25M
PROJECTED IMPACT
Engage 50+ families in active financial stewardship.
Generate $8M+ in Year 1 revenue through courses, retreats, and donor support.
Establish Ron Blue Institute as the leading platform for faith-based financial planning and legacy-building.**
Engage 50+ families in active financial stewardship.
Generate $8M+ in Year 1 revenue through courses, retreats, and donor support.
Establish Ron Blue Institute as the leading platform for faith-based financial planning and legacy-building.