As A 401(k) Advisor:

You Know the 401(k) Market. Built the Reputation and Relationships.  

Now Let's Win the High-Value Plans in Your City 

- and break your next revenue milestone: $500k, $1M or more in 401(k) revenue. 

Coaching, Speaking and Training:

You're adding plans but not as quickly as you'd like..

  • Waiting on referrals and low-hanging fruit opportunities has limited upside

  • Figuring out / sticking to the right strategy 

  • You understand you need to add processes 

  • You want to avoid trial and error    

I'm Andy — a 401(k) advisor coach.

If you’re like most advisors I work with, you’re adding plans… just not as consistently or predictably as you’d like.

You’ve built a strong business. You’re great with clients. You’ve got the relationships and the reputation.

But when it comes to growing your 401(k) book, you’re still relying too much on referrals — and the next level of growth feels slower and more frustrating than it should.


Here’s what I’ve found:
You’re busy, driven, and showing up every day..

The real issue is that most of what’s out there is disconnected.
You’ve tried buying leads.  You've pulled lists.  You jump on sales calls when they come.

But it probably feels like there’s no consistent system tying it all together — no structured process for identifying, engaging, and winning the high-value plans in your market.

You want the right framework.
So your outreach is organized, your messaging is clear, and your process is built to repeat — you stop guessing and start gaining momentum.

You don't want theory.. 

You want a proven process so you don't have to reinvent things.  Well, every week 75+ Advisors are using the same frameworks in real conversations with plan sponsors:

→ Sending the outreach
→ Starting conversations
→ Booking meetings
→ Moving prospects to discovery and finals
→ And winning plans

Then on our next call they tell us what happened:

→ Did the message land?
→Did the prospect reply?
→ Did they win the plan?

That weekly feedback loop is how we sharpen every script, every message, and every step of the process — based on what’s actually happening in the field.


We call this system the 401(k) Advisor Playbook.

It’s a complete, field-tested system you can bolt onto your business — so you can stop chasing disconnected tactics and start growing your 401(k) business with structure, confidence, and consistency.

Let me introduce you to:

The 401(k) Advisor Playbook:

Your Fast Track to Your Next-Level

This comprehensive guide empowers 401(k) advisors to generate exceptional results: achieve sales, offer remarkable service, and experience tremendous growth in your practice.  

The Proven System Behind The 401(k) Advisor Playbook

Everything we teach, deliver, and support stems from a simple, proven structure.
Whether you're generating leads, improving conversion, or scaling your practice — this system is your blueprint.

 

What Drives Results

Our Three Core Disciplines: Strategy, Soft Skills, and Focus — the foundation behind better conversion, consistent results, and increased leads.

 

How Results Are Delivered


The 401(k) Advisor Playbook feeds into ContextFirst™, The Lab, and our Monthly Playbooks — equipping members with the messaging, strategy, and tools to win.


Explore Each Tool

📘
The 401(k) Advisor Playbook

Our core framework. Everything inside the Playbook traces back to this — covering strategy, soft skills, and accountability. Think of it as your practice’s operating system.

💬
ContextFirst

Your messaging lens. Helps you say the right thing at the right time — in emails, calls, or live meetings. Trains you to lead with what matters to the prospect.

🔬
The Lab

Monthly email + script drops tested across our member base. See what’s working in real-time. Designed to keep you in action and ahead of the curve.

 

📅
Monthly Playbooks

The “what now” of your practice. Each month, we deliver an outreach blueprint based on timely industry themes. Includes emails, scripts, and trackers.


How Your Business Will Transform After Coaching

Imagine where your 401(k) advisory business will be in just a few months after bolting-on the right systems:

  • Consistent Lead Flow: No more waiting on referrals or random opportunities. You’ll have a steady stream of qualified leads coming in.
  • Higher Conversion Rates: With a clear and confident sales process, you’ll easily close bigger deals—without second-guessing yourself.
  • Increased Referrals: Your COI strategy will be working for you 24/7, bringing in 2-5x more referrals than ever before.
  • More Revenue, Less Effort: With proven systems in place, you'll reach your revenue goals faster, all while putting in fewer hours.
  • Confidence and Clarity: You’ll no longer feel uncertain about what’s next. With a solid game plan and continuous support, you’ll know exactly what steps to take to hit your targets.

In short, you’ll be running your business with the kind of clarity and confidence that transforms not just your income, but your entire approach to growth.

"You guys helped me seal the deal on my recent big win."

"We “officially” start today with that $32M plan. You guys were great in helping me identify the process I needed to seal the deal on my recent big win."

"Wow, The 401(k) Advisor Playbook is really powerful!  Sorry it has taken me 15 years to find."

"Thank you for your leadership and knowledge in helping guys like me get $1M in 401(k) revenue to $2M."

Here's How it Works:

1.

Schedule Your Free Mapping Session: Let’s explore your vision and identify what’s holding you back.

2.

Receive Your Playbook: Get a personalized, actionable plan that addresses your unique challenges.

3.

Hit Your Revenue Goals: Watch your revenue goals come to life.

Step 1: Schedule Your Free Mapping Session

What You Get with The 401(k) Advisor Playbook

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.

Annual

Most Popular

  • Access to all mastermind features
  • Weekly group calls (value of $4,000)
  • Private Mastermind Community (value of $2,000)
  • 30-Minute Private Blueprint Call (value of $1,000)
  • Access to Training Library (value of $8,000)

Total Value: $15,000

$5,200 / year

Discounted rate for the full year

Schedule Your Free Mapping Session

VIP 1-on-1

Wait List

  • Bi-Weekly Calls
  • Access to all mastermind features
  • Private Mastermind Community (value of $2,000)
  • 30-Minute Private Blueprint Call (value of $1,000)
  • Access to Training Library (value of $8,000)

Total Value: $34,000

$24,000 / year

Discounted rate for the full year

Schedule Your Free Mapping Session

This can work for you too..

The 401(k) Mastermind is perfect for advisors who are:

  • Already successful but feel stuck at their current growth level
  • Relying heavily on referrals and low-hanging fruit for business
  • Unsure whether they have the right processes in place to scale
  • Wanting a system that generates consistent leads in just 20 minutes a day
  • Looking to multiply their referrals and close bigger plans without reinventing the wheel

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!

Schedule A Call

Got Questions? We’ve Got Answers!

Ready to Unlock The 401(k) Side of Your Business?

Let’s get you there with a proven framework that delivers real results — and helps you win the high-value plans in your area.

Step 1: Schedule Your Free Mapping Session
The 92% Rule for Prospecting:
 

401(k) Sales Ideas & Updates

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