BuilttoGrow Strategy
Six-MonthStrategicPlan&Pathway toaBillionDollars
Aug26th,2025
StrategicVision
Ourexpandedsix-monthstrategy willnotonlyreachthe$1BAUM milestonebutsetthefoundation forscalingto$10Binthefollowing 24–36months.Theplanincludes targetedmarketing,strategic content,fractionalstaffing,and measurablegrowthinitiativeswith projectedassetcontributions.
TheSimpleMathBehind $
CurrentSituation:
1.We’veBeeninSprintMode,NotSustainableMod
“Theperformanceyou’veseensofarwastheresultofa concentrated,high-intensitypushthatrequiredsignificantl moretime,money,andenergythanyouprobablyrealized. Thatlevelofpersonalandfinancialinvestmentisn’t sustainablewithoutoutsidecapital.”
2.ResultsCameFromResources,NotJustEffort
“Itwasn’tjustus‘workingharder’ itwasfunding specificoutreach,travel,production,andmarketing initiativesthatgeneratedthosecontracts.Withoutthose resources,theresultswouldslowdramatically”
3.CapitalIsaMultiplier
“Withtherightfunding,wecanmultiplywhat’sworking notjust maintainit.Withoutit,we’llbelimitedtoincrementalprogressand misstheopportunitytoscalequicklywhilethemarketiswarm.”
4.OpportunityWindowIsNow
“Weareinfrontof1,500confirmedKingdomAdvisorsandabouttoconnectdirectly with2,000+more.Ifwedon’thavetheresourcestofullycapitalizeonthatinthenext 6–9months,otherswillfillthatgap.”
5.WithoutFunding,ItForcesMetoPullBack
“Tocontinuewithoutcapital,I’dhavetosplitmytimebetweenthisandother revenuestreamsjusttocoverexpenses.Thatdistractionalonewouldslowusdown andreduceourabilitytohit$1Binunderayear.”
6.RiskisShared,RewardisShared
“Withthecontractcollateral,you’renottakinganunprotectedrisk.Youhave securitythatexceedstheloanamount,andwe’rebothincentivizedtomakeit succeed.Butwithouttheadvance,theriskshiftsentirelybackontome.”
7.TheAskIsn’tforMoreWork—It’sforMoreCapacity
“Thisisn’taboutmeortheteamworkingharder;it’saboutushavingthecapacity people,systems,andcampaigns toexecutewhatweknowworks.Withoutthat, we’reforcingaFerraritoruninfirstgear.”
8.CostofSalesandTimeHaveBeenGreaterThanExpected “Ourpushhasrevealedthatthetruecostofacquiringclients inbothdollarsand time—hasbeenhigherthanprojected.”
9.ResponseRatesAreCurrentlyDown
“Asaresult,ourlatestcampaignresponsehasbeenonly10%ofwhatourlast webinargenerated.Thisshowsusweneedtoadaptquickly.”
10.WeNeedtoStepBackandReassess
“It’stimetotakeafreshlookatscenarios,options,andnextstepssothatwe’renot justsprintingharder,butrunningsmarter.”
WeGotGame
Youcanemphasize:
ProofofConcept:“We’vealreadydemonstratedwecan secureclientsandclosedealsrightinfrontofyou—notin theory,butinpractice.”
AcceleratedPipeline:“ThroughKingdomAdvisors,we’ll havedirectaccesstoover2,000certifiedadvisorsinthe next60–90days,inadditiontohostingthecallthat connectsustoall4,000.”
TrustedRelationships:“TheRonBlueand RickWarrenrelationships,plusour contractedaccess,giveusan unprecedentedwarmnetworkthat shortenssalescycles”
WholesaleModel:“Oncewegopublicwith ourEquityPartnersengagement,our effectivenesswillaccelerateevenfurther —butonlyifwehavethecapitaltopush forwardwithoutinterruption.”
1.UnleashTargeted MarketingtoKingdom Advisors
Deploydirectcampaignsto1,500confirmed KingdomAdvisors—oneofourbestperforminglists comprisedofregistered investmentofficerstrainedunderRonBlue. Wewillpositionourselvesasatrusted growthpartner,leveragingourdeep relationalcredibility.
2.Hyper-Focusonthe ChristianAdvisorMarket
Targetanadditional15,000advisors(ontracktogrowto 50,000)withspecializedmessaging.Our35yearsof dedicatedserviceintheChristiancommunityaccelerates trust,shortenssalescycles,andincreasescontract conversions.
3.High-Capacity&LowCapacityCallingCampaigns
Engagehigh-capacityprospectsdirectlythroughmyself,seniorstaff,and selectfractionalteammembers.Paralleloutreachtolower-capacityprospects ensuresfullmarketcoverage.
PartnerwithEquityPartners leadershipfortopicalwebinars. Backeachwithcorporate marketing,call/emailconfirmation, andpost-eventfollow-upto maximizeattendance, engagement,andconversions.
5.DailyDripEmailCampaign to2,000UniqueAdvisors
Deploypersonalized,plain-text-styledripcampaigns thatfeellikepersonalcorrespondence avoiding genericbulkemailformats tosteadilymove prospectsdownthefunnel.
Produceapodcastinpartnershipwith EquityPartnersleadership,featuringhighvalueindustryvoiceswemeetduringroad eventsthissummer
7.RepurposeRonBlue& BlueTrustAssetsfor EqutiyPartnersuse
MineandadaptexistingcontentforEquity Partnersuse.Captureadditionalmedia duringourSeptember9–10shoottoexpand ourbrandedcontentlibrary.
8.Createthe“Builtto Grow”21-DayChallenge
EngagebothChristianandnon-Christianadvisorswithdailyemailchallenges, curriculum,andvideomasterclasses Produce100+physicalbookcopiesto distributetohigh-valueprospects.
9.DeveloptheEquityPartners CompanyBrochure
Produceaneight-pagedigitalflipbookand print-readybrochureoutliningwhoweare, whatwedo,andhowweserveadvisors.This willfeatureprominentlyonthewebsite.
Codifythefullprocessfromcontactto contractinatransferablemaster coachinghandbook.Thiswillclosecurrent processgapsandensurescalable replication.
Strategy
UseAItoadaptChristian-branded assets(articles,videos,curriculum) intoanon-faith-basedofferingto broadenourmarketreach
Createatop-of-funnelnetworkabove EquityPartnersandFinancialWisdom Ministry,feedingasteadypipelineof qualifiedleadsintooursystem
13.HostStrategic PlanningMeetings inGigHarbor
Bringseniorleadershiptogetherfor focusedplanning,programming, production,andproductdevelopment sessionswithinthenext4–6weeks.
FullyalignEquityPartnersopportunitieswith currentclientssuchasRonBlue,TomConway, andCathedralFamilytomaximizemutualgrowth.
Deliverahighlytargetedvideo-drivenemail sequencetothetop500prospectswitha proven,integratedstrategydesignedtodrive webinarparticipationandcontractclosures
RoundtableSeries
HostregularZoomroundtables addressingthetop100advisor questionsandprovidingaccess tohigh-valuecontentavailable 24/7forongoingengagement
Hireapart-timeCommunicationsDirectorand Administrative/Operationspersonneltomanage systemsandfreeleadershiptofocusonhigh-value clientacquisition.
Cross-matchourentiredatabasewiththe topthreesocialmediaplatforms,usingAI integrationtosynchronizespecialized campaignsfordeeperreachandtargeting.
Publishconciseone-pageweeklyupdatesanddetailedmonthlyreportstotrack progress,performance,andaccountabilityforallstakeholders.
20.BuildtheEquity PartnersNetwork
Developacross-promotionalplatformthat facilitatesjointventures,referralflow,and newrevenue-sharingopportunitiesto extendmarketreachandmultiplyresults
ProjectedRevenue ImpactbyInitiative
EquityPartners Budget
NextStepPlan
Toacceleratetowardthe$1Bmilestonewhile buildingforlong-termscale,ourplanrequires:
$40Kpermonthfor6months
Brett:$20K/month
EquityPartners:$20K/month
Total:$40K×6months=$240K
