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4WK 401(k) Champions Accelerator — Section Previews

STAGE I — 4-WEEK GROUP PROGRAM

Add 3+ qualified plan opportunities to your pipeline
in the next 30 days.

The 4WK 401(k) Champions Accelerator installs a prospecting rhythm you can sustain — so pipeline growth stops feeling random and starts feeling like a system.

$3,500 one-time investment. Group cohort. Limited seats.

This is for the growth-minded 401(k) advisor.

You're already successful. But new plan opportunities feel too dependent on referrals, timing, and luck. You want a repeatable process — not more hustle.

✓ You know how to win plans — but your pipeline is inconsistent and hard to predict.

✓ You're sitting on a network full of potential — but "someday" conversations never convert.

✓ You want a simple weekly rhythm — not a complex system that takes hours to manage.

Your first 30 days.

Four weeks. One clear outcome. A system you can run every week after.

WEEK 1

Build Your List

Build and prioritize your P1/P2/COI lists. You'll always know exactly who to contact next.

WEEK 2

Lock In Your Rhythm

Install a simple weekly outreach routine using proven scripts you can sustain long-term.

WEEK 3

Book First Meetings

Start real conversations with qualified plan sponsors and key decision-makers.

WEEK 4

Live Scoreboard

Leave with a live pipeline scoreboard, documented growth routine, and 3+ real opportunities.

WHAT YOU WALK AWAY WITH

Everything you need. Nothing you don't.

✓

P1/P2/COI Priority Lists

Built and ranked so you always know your next move.

✓

Proven Outreach Scripts

No starting from scratch. Scripts that open real conversations.

✓

Weekly Outreach Rhythm

A simple routine you can sustain — not a sprint you abandon.

✓

Live Pipeline Scoreboard

Target plans, stage, and next steps — all in one place.

✓

Group Cohort Calls

Real-time feedback on live conversations with Andy and peers.

✓

Documented Growth Routine

A repeatable system you can run — and eventually delegate.

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."

— 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."

— 401(k) Advisor, Accelerator Graduate

"The 401(k) Advisor Playbook is powerful. Wish I found this 15 years ago."

— 401(k) Advisor, Accelerator Graduate

ONE CLEAR PATH. THREE LEVELS.

Start here. Go as far as you want.

Every stage builds on the last. Most advisors start with the Accelerator and continue into the Mastermind once their pipeline is moving.

START HERE

STAGE I

4WK 401(k) Champions Accelerator

Install your prospecting rhythm and add 3+ qualified plan opportunities in 30 days.

$3,500 one-time

Apply for the Accelerator

STAGE II

401(k) Champions Mastermind

Ongoing peer accountability and strategy to turn your rhythm into consistent new plans over 12 months.

$520 / month

Available after Accelerator graduation

STAGE III

Private 1-on-1 Advisory

Custom 12-month growth plan with direct access for high-stakes decisions, pipeline review, and capacity design.

$2,500 / month

Limited seats. By invitation.

Common questions.

If you don't see your question here, use the application form below — we'll answer it there.

Ready to install your pipeline?

Answer 8 quick questions. If it's a match, we'll get you started or jump on a quick call — whichever is fastest.

No pressure. No endless back-and-forth.

$3,500 one-time. Group cohort. Limited seats per intake.

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 more right-fit plans each 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:

And When You Stack Strategy, Soft Skills & Focus:

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.

Ready to install your 401(k) plan pipeline?

Tell Me About Your Business Today
Answer 8 quick questions. If it’s a match, we’ll either get you started or jump on a quick call—whatever’s fastest for you. No pressure, no endless back-and-forth.
Or click the 401(k) Growth Assessment button in the menu for a custom pipeline plan.

Not ready? Two more ways I can help you.

1. Sales Ideas & Scripts Newsletter
Join 3,000+ 401(k) advisors for weekly sales ideas, outreach scripts, and pipeline updates.
2. 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: