The Institutional Booking System · Re-Engineered Minds
Founding Cohort 01 · October 2026

The InstitutionalBooking System

A six-week, application-only cohort teaching financial services professionals how to land paid workshops with banks, colleges, nonprofits, and high schools.

Apply for Cohort 01
12 to 15 seats · Application only
Applications open now//Close Sept 19
$7,500
Paid for one 3-hour workshop
12–15
Seats in the Founding Cohort
6 weeks
Live training + pitch clinic
01

Paid to teach. Not just paid to sell.

You already hold the licenses. You've sat across from hundreds of families. Your company hands you training, materials, and a back office most solo educators would kill for. What's missing isn't credibility. It's a system.

Here's what most financial professionals never learn: institutions budget for financial education. Banks fund it because CRA examiners expect community development programming. Colleges fund it because financially stressed students drop out. Nonprofits fund it because their funders demand financial capability outcomes. High schools are next, because state financial literacy mandates are landing across the country.

Banks, universities, and state agencies have paid Brian Street up to $7,500 for three hours of financial education. The Institutional Booking System is the system behind those checks: how to package what you already have, pitch the person who actually signs, price with confidence, and deliver a workshop that gets you invited back.

And the real work is behavioral. The biggest barrier isn't your resume. It's the story you've been telling yourself about who gets paid to stand at the front of the room. We rewrite that first.

02

Who this is built for

This is for you if
  • You're a licensed insurance agent, registered rep, advisor, or financial coach
  • You're affiliated with a direct sales platform and want a revenue lane beyond production
  • You can teach a room and want institutions, not just individuals, paying for it
  • You'll do real outreach between sessions, not just watch replays
This is not for you if
  • You collect courses and call it progress
  • You want recruiting scripts. This isn't that, and it never will be
  • You can't make most of the six live sessions
  • You need someone else to be the reason it didn't work
03

Six weeks. One system.

Session 01

The Asset Inventory

Audit your licenses, experience, story, and company resources. Make the identity shift from rep to financial educator, because that's who institutions hire.

Session 02

The Compliance Gate

FINRA Rule 3270, outside business activity disclosure, and how to represent yourself so a bank's vetting process says yes. You pitch protected or you don't pitch.

Session 03

The CRA Pitch System

Why banks buy financial education as a compliance answer, who the real buyer is, and the exact meeting flow from first email to signed agreement.

Session 04

The Variants

Adapting the pitch for colleges and universities, nonprofits, and high schools. Where the budget lives in each, and the language every buyer needs to hear.

Session 05

Pricing & Proposals

What to charge, the proposal that closes, and payment terms institutions actually accept. You'll stop guessing at numbers and start quoting them.

Session 06

The Delivery Toolkit

Running the room with behavioral frameworks that make your workshop worth rebooking. The second contract is easier than the first. Earn it.

Plus · Live

The Pitch Clinic

Live reps in front of Brian and the cohort. You pitch, it gets pressure-tested, you rebuild it, and you leave with something you can run the next morning.

6 weekly 90-min live sessionsOctober through NovemberLive pitch clinicReplays includedCapped at 12–15
04

The investment

Re-Engineered Minds members
$1,497payment plans available

Member pricing for the Founding Cohort. Application still required. Membership is verified before acceptance.

Founding rate
Non-members
$1,997payment plans available

Founding Cohort pricing only. When Cohort 2 opens in January, this becomes $2,997 and doesn't come back down.

Earned seats: the Top 10 all-time members of the Re-Engineered Minds leaderboard, locked August 31, train free with a refundable $200 commitment deposit. That window is closed. Seats in this cohort are now earned the other way: by applying.

One $1,500 lunch-and-learn repays tuition. That's the math. The behavior is on you.

05

How it moves

  • Sept 1
    Applications open. Written answers only. Takes about 20 focused minutes.
  • Sept 19
    Applications close at 11:59 PM Central. No extensions.
  • By Sept 26
    Brian reads every application personally. Some applicants get a short call. Everyone hears back either way.
  • October
    Founding Cohort begins. Six weekly live sessions, then the pitch clinic.
06

Who's teaching this

"Money is behavior first and math second. So is getting booked."

Brian A. Street, MSW, is a financial behavior coach and the founder of Your Legacy Begins Now and the Re-Engineered Minds community. He builds every program on cognitive behavioral frameworks, which is exactly why banks, universities, state agencies, nonprofits, and major employers have hired him, at up to $7,500 for a single three-hour workshop. Behavior change is what institutions are actually buying.

The Institutional Booking System is the first time he's teaching the booking system itself, and he's teaching it to a room small enough to hold accountable.

07

Questions, answered straight

I'm a registered representative. Am I even allowed to do this?
Yes, with disclosure. FINRA Rule 3270 requires written notice of outside business activity to your broker-dealer before you take paid speaking or teaching work. Session two is built around getting that right, and the program includes a compliance module. It doesn't replace your firm's approval, and we'll never tell you to skip it.
Do I have to be a Re-Engineered Minds member?
No. Members apply at $1,497 and non-members apply at the $1,997 founding rate. Same application, same standard, same room.
Is this a recruiting system for my company?
No. Your company's resources are back-office assets in this model. The front-door identity is licensed financial educator, because that's who banks and universities vet and book. If you're looking for recruiting scripts, this is the wrong room.
What if I can't make a live session?
Replays are included, and missing one week won't sink you. But this is built for live participation and real reps. If you already know you'll miss most sessions, wait for Cohort 2 in January.
Are there payment plans?
Yes. Three-payment plans are available on both rates. The application asks nothing about payment; that conversation happens after acceptance.
What happens after I apply?
Brian reads every application himself. Some applicants get a short call before decisions. Everyone gets an answer by September 26, and accepted members confirm their seat with tuition. Then we go to work in October.

Twelve to fifteen people
are going to learn this.

Decide if you're one of them. The application takes about 20 focused minutes, and the answers tell us both something.

Apply for Cohort 01
Applications close September 19 · Decisions by September 26
Re-Engineered Minds · Questions? info@re-engineeredminds.com