Get Your Score: The 401(k) Growth Assessment
If you can get in front of the right plans, good things are going to happen. This is how you do it—consistently.
Inside The 401(k) Advisor Playbook Mastermind We:
  • Pinpoint which plans in your network are worth your time—and exactly how to reach them.
  • Use a clear, repeatable process to book meetings with decision makers (not just “get introduced” and hope).
  • Start real conversations with scripts that sound like you—not a template.
  • Get direct, practical feedback from peers and coaches who’ve done it themselves.
  • Never wonder “what do I do next?”—always know your next move, every week.

Your First 90 Days

Day 30
Your entire 401(k) book and network is plugged into the P3 operating system. Every sponsor, COI, and key prospect is classified. You know the next move for each—no more “what should I do today?”
Day 60
You’re running outreach using proven scripts and agendas—no starting from scratch. You’re reviewing real conversations with the group and dialing in what works. Outreach is no longer guesswork.
Day 90
You have a living pipeline—target plans, stage, next steps. Your outreach rhythm is on autopilot. P3 is now how you work, not a side project. You’re set up to win 17–20 right-fit plans a year.

What’s Inside

  • The 401(k) Advisor Playbook (complete growth system)
  • The P3 Framework (lead gen operating system)
  • The Six-Figure Sales Pitch (step-by-step sales process)
  • The Lab (live scripts & advisor feedback)
  • Monthly Playbooks (new strategies & templates)

What You’ll Learn

Find and focus on the right plans (targeting that fits your strengths and network)
Start real conversations that convert (using proven scripts and messaging frameworks)
Build a predictable pipeline (lead gen and nurturing rhythms that actually stick)
Present with confidence (step-by-step process for closing high-value plans)
Multiply referrals and COI results (without feeling pushy or transactional)
When you put these skills together, you unlock the full system:

When You Combine Strategy, Soft Skills, and Focus—Here’s What Happens:

Consistent lead flow—no more relying on referrals
Higher conversion rates—close bigger deals, faster
Multiply COI referrals by 2–5x
More revenue with less effort
Total confidence in your next step—every day
These aren’t just promises—here’s what advisors are saying:

Advisors Like You Are Saying:

“You helped me seal the deal on a $32M plan—exactly what I needed to hit my next milestone.”
“The 401(k) Advisor Playbook is powerful. Wish I found this 15 years ago.”
“I doubled my 401(k) revenue in under a year thanks to Andy’s coaching.”
Join 3,000+ 401(k) advisors using these systems to win bigger plans.

Ready to Build a Predictable Pipeline?

No calls. No theory.
Click the 401(k) Growth Assessment button in the menu at the top of the page to get started.
Or see exactly what you get when you join…

Here's what you get to tap into the business sitting inside your network.

When you join, you’re getting much more than just coaching—you’re plugging into a complete system designed to unlock real growth from the network and expertise you already have.

What You Get with The 401(k) Advisor Playbook

Blueprint Map™ Call with Andy (private 30-minute call to map out your prospecting system and ideal client strategy)
The 401(k) Advisor Playbook System™ (12-month program covering lead generation, nurturing, and presenting)
20 Min/Day Prospecting Plan (simple, proven system for consistent leads)
Nurturing Strategy (stay top-of-mind and drive continuous opportunities)
3-Level COI Framework (multiply referrals by 2–5x with a proven approach)
Weekly Group Calls (ongoing support and real-time advice from Andy and top advisors)
Training Library Access (dozens of sessions on everything from cold calling to presenting)
Private Mastermind Community (get unstuck fast, celebrate wins, and never feel alone)
Reduced Rate for 1-on-1 Coaching (personalized mentorship at a lower cost)

Choose Your Path to Growth

Most Popular

Annual

  • 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
Wait List

VIP 1-on-1

  • Bi-Weekly Calls
  • Access to all mastermind features
  • Private Mastermind Community (value of $5,200)
  • 30-Minute Private Blueprint Call (value of $1,000)
  • Access to Training Library (value of $8,000)
Total Value: $34,000
$17,500 / 6 months
Discounted rate for the full year

Is This for You?

  • ✔️ Already successful—but stuck at your current growth level
  • ✔️ Relying on referrals or low-hanging fruit for new business
  • ✔️ Unsure if you have the right process in place to scale
  • ✔️ Wanting a system that generates consistent leads in just 20 minutes a day
  • ✔️ Looking to multiply 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.
Not ready to dive in yet? Here are other ways I can help you get results:

Three more ways I can help you.

01
Sales Ideas & Scripts Newsletter
Join 3,000+ 401(k) advisors for weekly sales ideas, outreach scripts, and pipeline updates.
02
The 401(k) Advisor Playbook Mastermind
Join our flagship program for coaching, scripts, support, and a system built to multiply plan wins.
View Mastermind
03
Take the 401(k) Growth Assessment
Diagnose your pipeline, find hidden opportunities, and get a custom action plan in 2 minutes—no calls required.
Take Assessment

Got Questions? We’ve Got Answers!

The 92% Rule for Prospecting: