Start Here The Briefing Pipeline Assessment About
The 401(k) Advisor Playbook Β· Full Program Overview

One journey. From mapped pipeline to consistent plan conversations.

The 6-Month Revenue System Program is the full installation. But most advisors start somewhere smaller β€” and that's exactly how it's designed to work.

Start with the Growth Map β€” $1,500 β†’ Apply for the 6-Month Program β†’
The Flagship Program

The 6-Month Revenue System Program

$15,000 Β· Growth Map + 90-Day Sprint + 90 Days Mastermind

This is what full installation looks like.

Six months of structured work β€” your pipeline mapped, your P3 system built and running, 90 days of Sprint with weekly 1:1 support, and 90 days inside the Mastermind refining what's working. You leave with a system that runs in 2–3 hours a week and a peer group of 7-figure advisors working the same playbook.

  • βœ“Growth Map session included β€” or $1,500 credited if already done
  • βœ“90-Day Sprint: scripts, talk tracks, COI pathways, and follow-up sequences built with you
  • βœ“Weekly 1:1 deal support and pipeline reviews during the Sprint
  • βœ“90 days of Mastermind access β€” scripts, agendas, weekly office hours, peer accountability
  • βœ“Option to continue in the Mastermind after the 6 months at $797/month
Apply for the 6-Month Program β€” $15,000 β†’ Application required. Andy works with a small number of advisors at a time.
But don't start with the 6-Month Program.

The Growth Map gives you a clear picture of exactly what's inside your pipeline before you commit to anything. In one 60–90 minute session we map your P1, P2, and P3 lanes, identify your highest-value opportunities, and build a 30-day action plan around what's actually there.


If the 6-Month Program makes sense after that β€” your $1,500 is credited in full. If it doesn't, you still walk away with a mapped pipeline and a clear next move. Either way you won't leave empty-handed.

Start Here $1,500 Β· One Session Β· Full Amount Credited Toward the 6-Month Program

The Growth Map

A 60–90 minute working session β€” not a sales call. We map your network together, sort your contacts into P1, P2, and P3 lanes, and build a prioritized action plan around your highest-value opportunities right now.

You leave with:

  • βœ“A clear picture of where your pipeline actually stands
  • βœ“A prioritized shortlist of your highest-yield opportunities
  • βœ“A 30-day action plan and weekly scorecard to activate your pipeline
  • βœ“$1,500 credited 100% toward the 6-Month Program if you move forward
Build My Growth Map β€” $1,500 β†’ Satisfaction guarantee β€” full refund if you complete the session and don't find it valuable.
Not sure where to start?

Take the free Pipeline Assessment first β€” 5 minutes, no calls, instant results. It shows you exactly where your P1, P2, and P3 pipeline stands before you commit to anything.

Take the Free Assessment β†’
After Your 6-Month Program

Choose how you want to continue.

Most advisors who complete the 6-Month Program stay in the Mastermind for ongoing support. Once your system is installed, the question is how much support you want going forward.

Run It Yourself

You have the map, the system, and the 30-day plan. Some advisors run it independently from here.

Most Common

Champions Mastermind

$797/month Ongoing after 6-Month Program "Clarity in week one. We finally had stages and next actions."

Scripts, agendas, weekly office hours, and a community of 7-figure advisors working the same system.

Learn about the Mastermind β†’
By Invitation

Private 1:1

From $2,500/month For $1M+ 401(k) revenue firms "You helped me seal the deal on a $32M plan."

Highest touch, fastest iteration. Typically after completing the 6-Month Program.

Request Private 1:1 β†’
Results From The Field

What advisors say after the program.

"You helped me seal the deal on a $32M plan β€” exactly what I needed to hit my next milestone."

401(k) Advisor Β· Sprint Graduate

"I doubled my 401(k) revenue in under a year. The system works β€” and it doesn't require you to be on the phone all day."

401(k) Advisor Β· Sprint Graduate

"Clarity in week one. We finally had stages and next actions."

401(k) Advisor Β· Mastermind Member
Before You Decide

Common questions.

Do I need to do the Growth Map before the 6-Month Program?

The Growth Map is the starting point. The 6-Month Program includes the Map session β€” so if you apply directly, you're covered. If you've already done the Map, your $1,500 is credited toward the program.

How much time does the Growth Map session take?

One 60–90 minute live working session. Before we meet, you'll spend 20–30 minutes pulling together your network list. You leave with a mapped pipeline and a 30-day action plan.

Who is this NOT for?

If you're still building your network from scratch, this isn't the right move yet. This works best if you're already established β€” you have a book, a network, and want a repeatable way to turn existing relationships into plan opportunities.

What's the refund policy on the Growth Map?

If you complete the Growth Map session and don't find it genuinely valuable, contact us within 7 days for a full refund. No hoops. The $1,500 is also credited 100% toward the 6-Month Program if you decide to move forward.

Can I talk to someone before purchasing?

Got a quick question? Text Andy directly at (843) 594-1283 β€” he replies personally.

Ready to Start?

Start with the Growth Map.
See where it goes from there.

One 60–90 minute session. Your pipeline mapped, your opportunities prioritized, and a 30-day plan in hand. If the 6-Month Program makes sense after that β€” your $1,500 is credited in full.

Build My Growth Map β€” $1,500 β†’ Apply for the 6-Month Program β†’
Questions? Text Andy at (843) 594-1283 β€” he replies personally.