Become a True Financial Educator with The Big Picture Retirement Planning Seminar System

Demonstrate your value as an advisor with an educational system that can truly make a difference.

What is Retirement Planning Seminar System?

A COMPLETE PROSPECTING SYSTEM

The Big Picture goes beyond the seminar. We provide the tools to thrive both in and out of the classroom, based on a sincere and individualized approach to financial education.

A turn-key 2-3-night, 8-9 hour course

The Big Picture Retirement Planning® (BPRP) system is built around a FINRA-approved 2-3 part seminar covering all aspects of retirement and legacy planning for the mass affluent.

Authored by an active 7-figure producer

Engineered to be the central pillar of a successful financial practice. Refined with over a decade of testing and STILL being used and improved by the creator!

SINCERE PLANNING ADVICE, NOT A SALES PITCH

No "pushiness" or uncomfortable closing techniques. Let your honest expertise speak for itself!

IT'S ABOUT REAL CONNECTIONS

Build trust with your students. We will show how to grow that trust into lifelong client loyalty by acting in their best interests.

SMART MARKETING: REACH LEADS WHO CAN TRULY BENEFIT FROM YOUR ADVICE!

Our partner and industry leader RME 360 gives you access to thousands of qualified, targeted leads - filtered to give your marketing the biggest "bang for your buck".

Les Goldstein: Program Founder and Author of Big Picture Retirement Planning: A Bird’s Eye View From 3,000 Feet

Book Slide-out

Who Is A Good Fit For The BPRP Seminar System?

  • Want an alternative prospecting method in addition to restaurant seminars.
  • Love to educate, not just sell.
  • Have a planning mindset.
  • Want to transition to a planning-based practice or are already a financial planner.
  • Want to build sustainable recurring revenue through quality clients.
  • Have capital to sustain yourself while growing BPRP clients.
  • Have a planning and educational mindset.
  • Are willing to adjust your sales approach and investment philosophy.

Does That Sound Like You?

YES

We Stand Out So That

BPRP Seminar System

Other College-Style Workshops¹

Full Presentation

Instructor's Guide

Book Co-Branding²

Student Notebook

Comprehensive Workflows

RICP® data-backed quizzes³

Inter-class communication templates

Post-class newsletter blueprints

Interactive Planning Software Integration

Data-gathering Exit Survey

Specialized Event Marketing Strategies with leading organization, RME 360™

1 FMT Solutions, Retirement Planning Today®. Emerald Connect, Financial Strategies for Successful Retirement ®

2 Additional fee applies

3 American College Center For Retirement Income

Get Proven Results

$ 1
First Year Revenue

Per new client household.

$ 1
RECURRING REVENUE

Per household per year.

1 %
STAY CLIENTS

With lifelong loyalty and exceptional referral potential.

1
Households

Attend on average per workshop.

1 %
BOOK CONSULTATIONS*

*Calculated from students that meet our $500k new client minimum. Total consultation request is greater.

1 %
QUALIFIED CLIENT CONVERSION

That offer ongoing business opportunities, not one-time sales.

What You Get With Your Workshop License

A Presentation Built by Financial Educators

FINRA-reviewed retirement planning course designed to attract and engage 55-62 year old clients with $500,000 or more in financial assets. Two to three sessions with 7.5 to 8 hours of content refined with over a decade of feedback

SAMPLE SLIDES

Click Here

Comprehensive Instructor's Manual

Detailed to a level beyond any other financial seminar system on the market. What to do, what to say, when to say it and all the actions you will need to build rapport, confidence and trust.

SEE SELECT EXCERPTS

Click Here

Organized Workflows

Powerful step-by-step outlines of Big Picture Workshop® procedures to ensure a superb execution of your seminar from start to finish - including administrative tasks and timelines

SEE SAMPLE WORKFLOWS

Click Here

Additional Trust-Building Content

Regular communications before, during and after classes including emailed video summaries, class activity reminders and a first-impression kit for class #1

SAMPLE COMMUNICATIONS GALLERY

Click Here

Activities for Engagement and Understanding

Make students passionate about retiring RIGHT. Conduct quizzes, present and discuss topic-specific articles and planning examples, and use your Exit Survey to pinpoint retirement planning interests relevent to each student.

HOW DOES THIS IMPACT ENGAGEMENT?

Click Here

The Prospecting Power of RME 360™

Work with the undisputed leader in event marketing for financial professionals. Use our Instructor's Manual to make the most of RME 360's resources and fill your classes with genuinely interested, qualified prospects

RME 360™: DATA DRIVEN EVENT MARKETING

Click Here

Contact Us

And start earning an average of $25,000 per new client at your next event!

About Us

BPRP Workshop Marketing, LLC was founded by Financial Advisor and entrepreneur Les Goldstein in 2017 after 15 years of design, testing, and implementation. What he learned was that even the best financial advice is only valuable to those who actually understand it. Les went on to build an annual seven-figure income business on the principal of honest financial education – not just telling, but teaching clients how to retire safely and comfortably using cool-tempered investing, market-protected income-producing alternatives, and fair insurance products tailored to very specific roles.

As Featured In:

BPRP Workshop Marketing, LLC. 2018 © All Rights Reserved. Design by BPRP Marketing, Inc.