You’ve got the relationships and reputation. I help advisors like you install a process that turns your existing strengths into steady, high-value plan wins—without relying on luck, buying leads, or waiting for referrals.
Most advisors don’t struggle to make a list—they struggle to keep outreach automatic. Think about your water bottle on your desk: when it’s always in sight, staying hydrated is effortless. That’s what your pipeline needs—a system right in front of you, making action the default.
It’s not about hustle or more meetings. It’s about a simple, repeatable system that keeps your pipeline moving—so growth happens every month.
A proven, field-tested system for winning more plans, faster. Every week, 75+ advisors use these frameworks to start real conversations, book meetings, and close deals—backed by live field feedback.
All backed by weekly feedback loops sharpening every message and step—based on what’s working now.
“You helped me seal the deal on a $32M plan—exactly what I needed to hit my next milestone.”
“The 401(k) Advisor Playbook is powerful. Wish I found this 15 years ago.”
“I doubled my 401(k) revenue in under a year thanks to Andy’s coaching.”
 Trusted by Advisors at:
No calls. No theory.
Click below to take the 401(k) Advisor Growth Assessment.
(Join 3,000+ 401(k) Advisors.)
 Â
Get proven scripts, outreach ideas, and pipeline updates—no fluff, just what’s working for top 401(k) producers now.
Stop guessing. Start winning.
Let’s build your predictable lead flow and closing system.
When you join, you’re getting much more than just coaching—you’re plugging into a complete system designed to supercharge your business growth. Here's what you’ll receive:
Blueprint Map™ Call with Andy ($1,000 Value): This private 30-minute call maps out your entire prospecting system. We’ll help you identify your ideal clients and create a nurturing strategy that feels effortless and fun.
The 401(k) Advisor Playbook System™: Over the next 12 months, we’ll install and refine the three critical areas—lead generation, nurturing, and presenting—that will have you landing bigger clients faster than ever.
20 Min/Day Prospecting Plan: Get a simple, proven system that generates consistent leads in just 20 minutes a day.
Nurturing Strategy: Implement a nurturing process that keeps you top-of-mind with prospects and drives continuous sales opportunities.
3-Level COI Framework: Multiply your referrals by 2-5x by transforming your COI strategy.
Weekly Group Calls: Get ongoing support and real-time advice from Andy and other top-performing advisors during weekly mastermind calls.
Access to The 401(k) Advisor Playbook Training Library ($8,000 Value): Immediate access to dozens of training sessions on everything from cold calling and emailing to presenting your services.
Private Mastermind Community: Never feel stuck again. Post your questions in the community, celebrate your wins, and get unstuck fast.
Reduced Rate for 1-on-1 Coaching: Option to add personalized 1-on-1 mentorship with Andy at a reduced rate, giving you even more customized support for your business.
Most Popular
Wait List
The 401(k) Mastermind is perfect for advisors who are:
If you’re ready to take your business to the next level—without burning out or guessing what to do next—this program is for you!
Get started today before this once in a lifetime opportunity expires.
![](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/themes/2152398745/settings_images/kFMrXk4xS1aMjZuU7NSY_2.png")
