The 401(k) Advisor Playbook - Proven growth systems & frameworks to:

Grow Your 401(k) Advisory Revenue Stream

Break $500k, $1M, and $1M+ in 401(k) revenue

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Let me show you the exact systems and frameworks used to:

  1. Scale your 401(k) advisory practice
  2. Attract high-value clients
  3. Hit your next revenue goal faster

I’ve helped countless successful advisors like you bolt-on the critical processes needed to streamline lead generation, nurturing, presenting, and scaling. Let’s unlock the growth potential that’s been waiting for you.

Schedule Your Free Mapping Session

Join the other 401(k) Advisors Who've Thrived with Our Speaking, Coaching, and Training:

Are you stuck at your current 401(k) ARR?

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

  • Figuring out / sticking to one strategy (prospecting)

  • Questioning whether you have the right processes in place you'll need to go to the next level

  • Wondering if you're missing out on growth opportunities   

Schedule Your Free Mapping Session

I Get it..


You've had success.  But in order to reach the next level in your business, you know it's going to take more.  You may have tried other services and marketing tactics that did not work, leaving you feeling anxious that you're possibly missing some of the critical processes you'll need to move quickly.

Getting to the next level is not about doing more, because let’s face it, you’re either at or close to capacity already. 

By bolting-on the right processes, you’ll get the results you’re looking for by redirecting effort to proven plan. You have the sales ability and expertise, let's bolt-on better processes so the effort you're putting in now pays off for you. 

Let me introduce you to:

The 401(k) Advisor Playbook:

Your Fast Track to Next-Level Success

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

Is this for you?

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

Why This Works:

Our coaching is designed specifically for 401(k) advisors who want to break through growth barriers. With over 20 years of 401(k) sales experience, we’ll help you "bolt-on" proven processes that drive rapid growth.

401(k) Expertise: Unlike other wealth coaches, we specialize in 401(k) sales. This isn’t generic advice—it’s tailored to your niche.

Comprehensive Framework: Bolt-on the 4 pillars—Lead Generation, Nurturing, Presenting, and Scaling—to build a thriving advisory business. 

Personalized Support: Whether you're RIA, Broker-Dealer, or Independent, we’ll create a strategy that fits your specific business model. 

Schedule Your Free Mapping Session

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.

Schedule Your Free Mapping Session

"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) Mastermind

When you join The 401(k) Mastermind, 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

Hey, I'm Andy

I’ve spent over 20 years in the 401(k) sales space, building and advising on $100M+ in sales. I know the challenges that come with scaling a 401(k) advisory business, and I’ve developed the exact system that helped me—and countless other advisors—reach the next level.

The 401(k) Advisor Playbook isn’t just a set of tactics, it’s a complete framework designed to bolt-on to your existing business and deliver real, measurable growth. Whether you’re struggling with lead generation, nurturing prospects, or closing bigger plans, I’ve been there and I can help you unlock your true potential.

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!

Stop Spinning Your Wheels. It’s Time for a Change.

Ready to break through the barriers holding you back? Let’s get you there with a strategy that delivers extraordinary results.

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

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