One 60-Minute Working Session
Step 1: Map Your 401(k) Upside
In one working session, we map your current network β clients, COIs, CPAs, attorneys, recordkeepers, old leads, plan sponsors β and sort it into a clean P1/P2/P3 framework. You leave with a prioritized pipeline, a weekly scorecard, and a 30-day calendar that tells you exactly who to contact and when. This is the entry point. No free calls.
$1,500 one-time · paid upfront
Scripts, sequences, and deal support are available in the 90-Day Sprint. — The map is the clarity tool.
Buy the Growth MapStep 2: Execute Your Map With Support
Both options help you execute the map. The difference is speed and support structure.
90-Day Sprint
RecommendedPure 1:1 — Done-With-You
Done-with-you installation. Highest touch. We build your outreach plan, tighten language, and run weekly implementation so you start conversations fast. Most Sprint clients continue in Mastermind for ongoing support.
Application required.
Champions Mastermind
Group Coaching & Accountability
Group coaching and accountability. You implement with a room of experienced advisors, weekly scorecards, and troubleshooting. Best if you want ongoing support without the Sprint intensity.
Some advisors do the Sprint then continue in the Mastermind. Others go straight into the Mastermind after the Map. Both paths work.
Private 1:1
Proximity + fastest feedback. For advisors who want the highest-touch support and the fastest iteration cycle.
Best for operators who will implement quickly and want direct access for review, troubleshooting, and decision-making.
No free calls. Application required. If approved, you'll get the next step and payment link.
Results From the Field
What advisors are saying.
“You helped me seal the deal on a $32M plan — exactly what I needed to hit my next milestone.”
β 401(k) Advisor, Accelerator Graduate
“I doubled my 401(k) revenue in under a year. The system works — and it doesn’t require you to be on the phone all day.”
β 401(k) Advisor, Accelerator Graduate
“The 401(k) Advisor Playbook is powerful. Wish I found this 15 years ago.”
β 401(k) Advisor, Accelerator Graduate
Common Questions
Before you decide.
Do I need to do the Diagnostic before the Sprint?
Yes. The Diagnostic is the prerequisite for everything else. It produces the pipeline map that the Sprint runs on. Without it, there’s no foundation to build from — and no way to know which implementation path fits your situation.
How much time does the Diagnostic take?
One 60–90 minute live working session. Before we meet, you’ll spend 20–30 minutes pulling together your network list — clients, COIs, plan sponsor contacts, old leads. That’s it. You leave the session with a mapped pipeline and a 30-day calendar.
What if I do the Diagnostic and decide the Sprint isn’t for me?
That’s a legitimate outcome. The Diagnostic is a standalone deliverable — a mapped pipeline, prioritized targets, and a 30-day execution plan. Plenty of advisors take it and run it themselves. The Sprint is for those who want the full execution layer installed with ongoing support. You’ll know which one fits after the session.
What if I decide I want help implementing the plan?
If you decide you would like help implementing the Diagnostic, you’ll have a $750 credit towards the cost of the Sprint. The Sprint is designed for those who want full implementation support. You’ll be able to determine which path suits you best after the session.
Who is this NOT for?
We want you to be successful. If you’re just getting started as an advisor, you usually need revenue now. 401(k) growth can be fast revenue if you already have an established network, but it’s not fast if you’re still building your network. This works best if you’re already established, have a book and a network, and want a repeatable way to turn existing relationships into plan opportunities.
How quickly can I get the Diagnostic scheduled?
Capacity is capped at 5 Diagnostic sessions per month to keep delivery fast. Once you purchase, you’ll get a scheduling link. Most advisors are booked within 5–7 business days.
Is there a refund policy?
If you purchase and decide within 24 hours it’s not a fit — before the session — email for a full refund. No questions. After the session is completed, no refunds are issued. The work is done.
