You're not losing deals.
You're leaving them unworked.
That's not a skill gap โ it's a structure gap. Most advisors at your level have the relationships, the reputation, and the pipeline upside sitting right inside their existing network. What's missing is a system to activate it.
The 401(k) Advisor Playbook
Most advisors at your level aren't losing deals. They're leaving them unworked. That's not a skill gap โ it's a structure gap. The 401(k) Advisor Playbook is a complete growth system built around the relationships and reputation you already have. At the core of it is the P3 Operating System โ a framework, a weekly cadence, and the tools to run it in 2โ3 hours a week.
Target Plan Outreach
A shortlist of specific plans to pursue via warm introductions โ worked systematically, not randomly.
COI Activation
A system to equip your COIs to refer proactively โ not just when asked, but on a repeatable cadence.
Cold & Drip Pipeline
A structured approach to your lowest-priority lane so it doesn't eat your highest-value time.
That's $25,000+ in recurring revenue.
The 6-Month Revenue System Program is $15,000. If we surface one plan you'd have missed โ a plan that's already inside your existing network โ the program pays for itself and then some.
You're already winning business. We just make sure you're capturing more of it.
This is built for one type of advisor.
$1M+ in 401(k) revenueYou've built a real practice. This isn't for advisors who are just getting started.
Strong COI networkYou have CPAs, TPAs, and benefits brokers in your corner โ but the referrals feel inconsistent.
Reactive pipelineBusiness comes in, but not always on your terms. You know there's more upside โ you just can't systematically capture it.
Time-capped, not skill-cappedYou don't need more training. You need a system that runs in 2โ3 focused hours a week.
Pushing a ropeYou've tried outreach. It's fragmented, inconsistent, and doesn't compound. You want something repeatable.
Reading The BriefingYou've been consuming the framework. You're ready to install it in your practice.
If you're nodding at most of those โ the Pipeline Assessment is the right place to start. It takes about 5 minutes and shows you exactly where your pipeline stands across P1, P2, and P3.
Take the Free Pipeline Assessment โ12 years inside the industry.
Not observing it from the outside.
Andy spent 12 years at John Hancock working directly with 401(k) advisors โ inside their practices, on their sales calls, and in their pipeline reviews. He's seen what separates the advisors who grow systematically from the ones who stay reactive despite doing everything right.
In 2017 he partnered with Chris Barlow to build 401kChampions.com. Today the Champions Mastermind is home to 30+ established advisors running the P3 Operating System inside their practices.
The advisors in the program aren't learning how to sell 401(k) plans. They're installing the system that lets them capture more of what they've already earned.
John Hancock
Champions Mastermind
The Briefing weekly
Not ready to start yet?
Read The Briefing first.
One pipeline idea every week โ COI angles, P3 tactics, and scripts built specifically for established 401(k) advisors. Read in under 3 minutes. 3,000+ advisors read it every week.
Your pipeline upside is already there.
Let's go find it.
The free Pipeline Assessment takes 5 minutes. It shows you exactly where your P1, P2, and P3 pipeline stands โ and where the fastest opportunities are hiding inside your existing network.
Take the Free Pipeline Assessment โFree ยท No calls ยท Results in minutes
