You're a 7-figure 401(k) advisor.
You've got the reputation and relationships.
Your pipeline still runs on memory.
You've built something real. Your clients trust you. Your numbers are solid.
The challenge now isn't working harder โ it's making growth feel less like luck
and more like a system.
That's what we do here. Install a simple process that turns your network into a weekly flow of qualified 401(k) conversations โ without funnels, fluff, or free calls.
No free calls ยท Clear pricing ยท Built for 401(k) advisors doing 7โ8 figure revenue
Speaking, training, and coaching.
If growth feels random,
it's because it is.
Most advisors run on referrals, COIs, and good intentions. That works until it doesn't. Then you get the same symptoms: feast/famine months, lots of conversations, not enough next steps, and you becoming the bottleneck. This isn't a motivation issue. It's an architecture issue.
Before
"Referrals + hope + a few COIs."
After
A mapped pipeline with stages, targets, and weekly actions tied to meetings and revenue.
How It Works
The mechanism is Pipeline Mapping, not hype.
We map your targets and pipeline stages (P1/P2/P3 + COI lanes), define what "good" looks like at each step, and install weekly actions tied to meetings and revenue. You stop guessing. Your team stops freelancing. You get a system you can actually run.
P1
Plan Sponsors
Drip consistent value. 8% are actively looking at any time โ be the name they think of.
P2
COIs
Activate CPAs, TPAs, and attorneys. One activated COI can refer multiple plans per year.
P3
Target Plans
A curated short list of specific plans you've identified and work with a 12โ24 month view.
This isn't generic coaching โ and it's not leads done-for-you. It's a 401(k) pipeline operating system you can run from your existing network.
Results
Built for real firms, not theory.
Advisors I work with are typically doing 7 to 8 figure revenue. The work is the same: map the pipeline, tighten conversion points, and turn COIs into a repeatable channel.
"
Clarity in week one. We finally had stages and next actions.
401(k) Advisor ยท Mastermind Member
"
We stopped chasing random COIs and built a real target list.
401(k) Advisor ยท Mastermind Member
"
We knew exactly what to do each week. No more guessing.
401(k) Advisor ยท Mastermind Member
Where to Start
Three Ways I Can Help.
Free
Weekly Briefing
One email a week with pipeline examples, COI angles, and P1/P2/P3 tracking you can steal.
Get the BriefingRecommended
Free
Pipeline Assessment
5 minutes. Use real numbers. Get your bottleneck and the next best step.
Take the AssessmentPaid
Pipeline Diagnostic + Revenue Map
One working session. We map your network into P1/P2/P3, define targets, and leave you with a 30-day execution plan and scorecard.
View the DiagnosticSkip the discovery call. Just the next step.
You can take the assessment, read the briefing, or buy the paid diagnostic when you're ready. Pricing is clear. The process is clear. No "pick my brain" calls.
About
I'm Andy Hudson. I build pipeline systems for 401(k) advisors.
I don't sell "branding" or vague marketing. I build practical pipeline architecture and execution rhythms that produce predictable plan opportunities.
FREE WEEKLY BRIEFING
The 401(k) Advisor Weekly Briefing
Every week: one idea, one script, or one strategy that high-performing 401(k) advisors are using right now to win bigger plans. No fluff. No filler. Join 3,000+ advisors who read it every week.
Read in under 3 minutes.
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