RIVIDIA×RSG

Strategic Proposal

The Workshop Engine

A performance-based system to consistently fill your in-person workshops with qualified households — you only pay for who shows up.

Prepared for Ryan Moore & the RSG team

01

The Opportunity

You've built what most advisors never do.

Ryan, you've built something remarkable — $170M+ under management, 20+ years of live education workshops, a clear niche in tax-focused pre-retirees, and a workshop format that converts at a level most advisors only dream about.

Your bottleneck is not "can you help people?" It's getting the right households into the room at a predictable cost.

This proposal installs a Workshop Engine that fills your live events with qualified households. You pay only for qualified households who actually show up, plus the media costs you're already used to. This is a performance-based offer, not a generic retainer.

$0M+
AUM
$0K
Avg New Client Assets
0
Households / Workshop
0
New Clients / Workshop

The Offer

Workshop Engine — Pay Per Show

Use digital to reliably deliver 30–50 qualified households per event, keep your client acquisition cost in line with your current ~$2,500 average, and give you a lever you can scale up to your 70-client annual capacity without betting the farm on mail every time.

One-Time Setup

$3,000

Strategy, funnel, email/SMS, tracking — absorbed into your first workshop cycle

Performance Fee

$225

Per qualified household in the room

Recommended Ad Spend

$4–6K

Per workshop cycle — paid directly to platforms

90-Day Pilot — First Workshop Capped

First workshop: our fee is capped at $6,750 (30 households max billing) so you can validate the model with minimal risk. If the math works — and we believe it will — we continue at the standard $225/show rate.

Your Ideal Attendee

Age 58–75
2–5 years from retirement
Within driving distance
Investable assets ≥ $250K
Tax-concerned
Values-aligned
Workshop funnel

The Event Scorecard

1
Digital Ads
Meta, YouTube, Google Search campaigns drive registrations
2
RSVPs
Qualified households register for your workshop
3
Shows
Attendees in the room — this is what you pay us on
4
First Visits
Attendees book strategy sessions with your team
5
New Clients
Strategy sessions convert to long-term AUM relationships
02

Scope of Work

What We Build For You

A complete acquisition system — from first impression to seated attendee — engineered for your specific market and workshop format.

Strategy & Targeting

  • Define your ideal attendee: 58–75, 2–5 years from retirement, investable assets ≥ $250K, within driving distance, tax-concerned, values-aligned
  • Build your event economics sheet: cost per RSVP, cost per show, attendees → first visits → new clients → year-1 and lifetime revenue

Traffic & Media Buying

  • Plan and run digital campaigns on Meta (Facebook/Instagram), YouTube, and Google Search
  • Own campaigns, budgets, and optimization to hit registration and cost-per-show targets

Creative Direction (Production NOT Included)

  • We provide: hooks, angles, headlines, CTAs, and clear briefs on what content to create
  • You (or a partner like Entersquare) provide: workshop clips, TV/podcast cuts, testimonial footage
  • We turn your finished assets into ads and iterate based on performance

Funnel & Landing Pages

  • Audit your existing workshop landing page and plug tracking into it
  • If needed: write copy and structure for a high-converting workshop page on your site
  • Coordinate with your team/Gradient to implement

Show-Up & Nurture (Email + SMS)

  • Pre-event email + SMS sequences (7–14 days): confirmations, reminders, tax tips, RSG Gives Back stories
  • Post-event follow-up for attendees and no-shows to drive first 'Roadmap' meetings
  • You keep ownership of your CRM and appointment workflows

Tracking & Reporting

  • Implement tracking: Spend → clicks → RSVPs → qualified households who actually show
  • You provide: attendees → first meetings → new clients (so we tie this to new AUM)
  • Review results after each workshop set and adjust creatives, audiences, and nurture
03

The Math

Pricing & Economics

Your numbers tell the story. Here's how the Workshop Engine stacks up against your current economics.

Your Current Economics (Baseline)

~40

Households / Workshop

~20

1st Appointments Set

~6

New Clients / Workshop

~$2,500

Current CAC / Client

What Each New Client Is Worth

$700K

Average investable assets

$4,900

Year-1 revenue (0.7% fee)

$98,000

Lifetime revenue (20 years)

Example Workshop Cycle (Illustrative)

Ad spend (paid directly to platforms)$5,500
Our fee: 40 households × $225$9,000
Room, Martin's BBQ, materials~$3,100
Total workshop cycle cost$17,600

Cost Per Client Scenarios

6 clients (baseline)

$2,933

Still within range

7 clients

$2,514

Right on your current avg

8 clients

$2,200

Better than current

Even at $2,933 CAC, you're trading ~$3K for ~$4,900 this year and ~$98,000 over the relationship. That's deep into "value-based pricing" territory — a small, predictable slice of the value we help you create.

For context: You're currently spending ~$11,400 all-in for workshop cycles that have recently produced as few as 4–5 households in the room. This model invests $17,600 to put 40 qualified households in front of you — a fundamentally different outcome at a comparable per-client cost.

Growth ceiling: At 6 new clients per workshop and 70 new clients/year capacity, you could run ~12 workshop cycles annually and max out your team. That's a clear, plannable growth path.

Interactive

ROI Calculator

Adjust the assumptions below to see how different scenarios affect your projected returns.

Your Assumptions

40
15%
$700K
0.70%
20 years
$5,500

Per Workshop Cost

Ad spend$5,500
RIVIDIA fee (40 × $225)$9,000
Venue & materials$3,100
Total investment$17,600
Cost per new client$2,933

Projected Returns

New Clients

6

Cost / Client

$2,933

Year-1 Revenue$29,400
Year-1 ROI+67%
Lifetime Revenue$588,000
Lifetime ROI+3,241%

Based on 6 new clients × $700,000 avg assets × 0.7% fee × 20 years

04

Clear Boundaries

Who Does What

RIVIDIA Provides

  • Strategy, targeting, and offer positioning
  • Hooks, angles, headlines, and CTAs
  • Email and SMS copy and logic
  • Landing page copy / structure (when needed)
  • Media buying and optimization
  • Clear briefs on what content to create to convert
  • Reporting & recommendations after each workshop set

You / Your Partners Provide

  • All raw and edited video content (workshop clips, TV/podcast cuts, testimonials)
  • Any new photography or brand design
  • RSG Gives Back footage and stories
  • Implementation of landing pages on your site (we guide; your dev/Gradient executes)
  • CRM setup, appointment workflows, and in-person workshop delivery

If you need production help, we can introduce you to Entersquare or you can use your own team. Our role is to make sure whatever you create actually converts.

"Think of us as your marketing engineers, not your film crew."

Alignment

Why This Is Different From Your Other Vendors

Not paying for impressions

You're not paying us for impressions, clicks, or 'campaigns.' You're paying only for qualified households who sit in the room with you.

Transparent ad spend

You pay ad spend directly to the platforms. You can see every dollar. Nothing is baked into our fee or hidden.

Incentives are locked

Our incentives are locked to yours: if we don't put the right people in the room, we don't get paid. Simple as that.

Let's Move Forward

Next Steps

We're ready to get this engine built. Here's what happens next once you give the green light.

01

Confirm & Kick Off

Sign off on the pilot, and we schedule a 60-minute strategy session to lock in targeting, messaging, and timeline.

02

Build Phase (10–14 days)

We build your funnel, write your nurture sequences, set up tracking, and prepare your first campaign.

03

Launch & Optimize

Campaigns go live. We monitor, split-test, and optimize weekly. You focus on delivering workshops that convert.

Let's Get Started

Next step: we schedule a 60-minute strategy session, lock in targeting and timeline, and launch your 90-day pilot.