Free · Every Week

The 401(k) Advisor
Weekly Briefing

One idea, one script, or one strategy every week — for 401(k) advisors who want more plan opportunities without becoming a full-time marketer.

Read in under 3 minutes. Practical. No fluff.

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Join 3,000+ 401(k) advisors who read it every week.

Speaking, training, and coaching.

What's Inside Each Issue

📋

Pipeline Examples

Real scenarios from P1/P2/P3 you can model immediately

🤝

COI Angles

Specific ways to activate your COI network this week

💬

Scripts & Frameworks

Language you can steal and use in your next conversation

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One Action Item

Every issue ends with one thing you can do today

What it is

✓Pipeline examples and COI angles you can use immediately

✓P1/P2/P3 tracking ideas and frameworks you can steal

✓Short. Practical. Written for advisors who are already busy

✓One email per week — no drip spam, no daily noise

What it's not

✕Not daily emails or motivational content

✕Not generic marketing tips that don't apply to 401(k)

✕Not a sales funnel disguised as a newsletter

✕Not for advisors who want leads done-for-you

What Advisors Say

"

The briefing is the only email I actually read end-to-end every week.

401(k) Advisor · Briefing Subscriber

"

Practical, no fluff. I've used three ideas from the last two months alone.

401(k) Advisor · Briefing Subscriber

One email. Every week.
No noise.

Join 3,000+ advisors doing 7 to 8 figure revenue who use the briefing to stay sharp on pipeline and COI strategy.