The 401(k) Advisor Playbook Mastermind | Predictable Plan Growth

You've built the relationships and the reputation.

Now let's map them into a pipeline you can run.

In one session, we change that via:

Choose your starting point

Step 1

Map only

The Growth Map

$1,500 · one session

Start here. If we decide to work together, your $1,500 is credited toward the 6-Month Revenue System Program. We map your world and you leave with a prioritized target list and 30-day action plan. If the opportunity is there and a larger commitment is warranted, you'll know after this session.

60–90 min live working session
P1/P2/P3 pipeline mapped to your network
Prioritized target list
30-day action plan and weekly scorecard

Build My Growth Map →

Full $1,500 credited toward
the 6-Month Revenue System Program.

24-hour satisfaction guarantee · Full refund if not a fit

Not ready yet? Take the free Pipeline Assessment first.

Step 2

Flagship program

The 6-Month Revenue System Program

$15,000 · map + sprint + mastermind

If you want this installed and actually running, this 6-month program includes everything you need to go from mapped pipeline to consistent plan conversations.

Growth Map session included (or $1,500 credited if already done)
90-Day Sprint: scripts, talk tracks, COI pathways, and follow-up built with you
Weekly 1:1 reviews and deal support during the Sprint
90 days of Mastermind access to execute and refine the system in real time
Option to continue in Mastermind after 6 months

Apply for the 6-Month Program →

Includes the Growth Map + 90-Day Sprint + 90 days of Mastermind support · Application required

Step 3 — 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.

Option A

Run it yourself

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

Most common path

Champions Mastermind

$797/month

Scripts, agendas, weekly office hours, and a community of 7-figure advisors working the same system. Most advisors choose this after the 6-Month Program.

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

401(k) Advisor · Mastermind Member

Continue in the Mastermind — $797/month

Membership discussed after completing the 6-Month Program.

By invitation

Private 1:1

From $2,500/month

Highest touch, fastest iteration. For firms doing $1M+ in 401(k) revenue, typically after completing the 6-Month Program.

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

401(k) Advisor · Sprint + 1:1 Client

Request 1:1 Performance Partner

Results from the field

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

401(k) Advisor · Sprint 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 · Sprint Graduate

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

401(k) Advisor · Mastermind Member

Before you decide

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 — 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 calendar.

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, have a book and a network, and want a repeatable way to turn existing relationships into plan opportunities.

Can I talk to someone before purchasing?

Got a quick question before you enroll? Text Andy directly at (843) 594-1283 and he'll reply personally.

Is there a refund policy?

If you purchase the Growth Map and decide within 24 hours it's not a fit — before the session — email for a full refund. After the session is completed, no refunds are issued. The work is done.

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