A Note From Andy

When I sit down with a 7-figure 401(k) advisor, the conversation usually goes the same way. Strong book. Good relationships. A network they've spent years building. And then, somewhere in the first twenty minutes, they say something like: "I know the opportunity is there. I just don't have a system to go get it."

That's the gap I work in. Not fixing what's broken. Connecting what's already working so it produces consistent, predictable pipeline flow.

I've spent over two decades inside the 401(k) industry — first at John Hancock, then training and speaking for the firms and broker-dealers that serve advisors like you. I know what the pipeline problem looks like from every angle. And I know what it takes to fix it.

— Andy Hudson, Founder, 401kChampions

Background

I've been in the trenches with advisors, not just on the stage in front of them.

I've been in the 401(k) world from the inside and at scale: thirteen years inside a recordkeeper, then a decade being hired by recordkeepers, broker-dealers, and DCIO firms to train and speak to their advisors on 401(k) sales. Same pattern everywhere. The most successful advisors had the relationships and the upside, but wanted a cleaner process to capture it consistently.

That's the gap I work in. I wrote the 401(k) Advisor Playbook and built the P3 Framework to turn a strong network into a predictable pipeline.

Since 2017, I've been working directly with 7-figure 401(k) advisors in a real feedback loop. Not a training event. Not a webinar. A working relationship that sounds like this:

That loop — opportunity, strategy, execution, debrief — is something most advisors never have. They don't see enough deals to identify the patterns. They don't have someone who can say "here's what that means, here's the lever to pull." I see the trends across advisors and markets. I build strategies around them. And I hold the accountability that makes it stick.

What I Do

100% 401(k) pipeline. Nothing else.

There are a lot of coaches in the financial services space. Most of them work with wealth advisors on general business development — branding, marketing, referral strategies, client experience. That's not what I do.

I work exclusively on 401(k) pipeline architecture. Specifically: taking the network an established advisor has already built — clients, COIs, CPAs, attorneys, recordkeepers, old leads, plan sponsor contacts — and building a system that turns those relationships into a consistent, predictable flow of new plan opportunities.

The narrow focus is intentional. 401(k) pipeline has its own language, its own decision-makers, and its own sales cycle. Generalist advice doesn't translate. Deep specialization does.

Who This Is For

Established advisors with a network worth mapping.

The advisors I work with are already successful. They have a book, a reputation, and a network they've spent years building. What they don't have is a system that turns all of that into a consistent pipeline.

This works because the upside is already there. The COIs, the plan sponsor contacts, the referral relationships — they exist. They just aren't mapped, prioritized, or running on a cadence. That's the problem I solve.

If you're just getting started and still building your network, this isn't the right fit yet. 401(k) pipeline growth works best when the relationships are already there to map.

Training, Speaking & Coaching

Firms and platforms Andy has trained, spoken for, or coached:

Partial list.

Recordkeepers, Broker-Dealers & DCIO Firms

Advisory Firms, Teams & Industry Associations

Ready to Map Your Pipeline?

The upside is already in your network.
Let's map it.

Start with the Pipeline Growth Map + Diagnostic. One session. A mapped pipeline, prioritized targets, and a 30-day execution plan you can run Monday.

No free calls  ·  Paid upfront  ·  5 sessions per month