If you’re like most advisors I work with, you’re adding plans… but not as predictably or as quickly as you want.
It doesn’t have to be that way.
Discover the proven system that 75+ advisors use every week to generate steady leads, close bigger deals, and grow their revenue with confidence.
Every week, I share proven tactics and actionable strategies to help you consistently win bigger 401(k) plans and grow your revenue with confidence.
Call To ActionOne-on-one, step-by-step. Systems and personalized coaching designed to master outreach, improve conversions, and build a scalable 401(k) practice.
View CoachingJoin a select group of driven advisors mastering the latest strategies—get peer support, live feedback, and accelerated growth opportunities.
View Mastermind
You want a proven process so you don't have to reinvent things. Well, every week 75+ Advisors are using the same frameworks in real conversations with plan sponsors:
→ Sending the outreach
→ Starting conversations
→ Booking meetings
→ Moving prospects to discovery and finals
→ And winning plans
Then on our next call they tell us what happened:
→ Did the message land?
→Did the prospect reply?
→ Did they win the plan?
That weekly feedback loop is how we sharpen every script, every message, and every step of the process — based on what’s actually happening in the field.
We call this system the 401(k) Advisor Playbook.
It’s a complete, field-tested system you can bolt onto your business — so you can stop chasing disconnected tactics and start growing your 401(k) business with structure, confidence, and consistency.
Your proven, repeatable framework for winning more plans, faster.
This complete, field-tested system allows you to:
• Send targeted outreach consistently
• Start real conversations that convert
• Book more meetings with high-value prospects
• Close deals confidently
All backed by weekly feedback loops sharpening every message and step—based on what works in the field.
Strategy. Soft Skills. Focus.
Master these, and you’ll improve your conversion, increase your leads, and grow your business with confidence.
Our Three Core Disciplines: Strategy, Soft Skills, and Focus — the foundation behind better conversion, consistent results, and increased leads.
The 401(k) Advisor Playbook feeds into ContextFirst™, The Lab, and our Monthly Playbooks — equipping members with the messaging, strategy, and tools to win.
Our core framework. Everything inside the Playbook traces back to this — covering strategy, soft skills, and accountability. Think of it as your practice’s operating system.
Your messaging lens. Helps you say the right thing at the right time — in emails, calls, or live meetings. Trains you to lead with what matters to the prospect.
Monthly email + script drops tested across our member base. See what’s working in real-time. Designed to keep you in action and ahead of the curve.
The “what now” of your practice. Each month, we deliver an outreach blueprint based on timely industry themes. Includes emails, scripts, and trackers.
In short, you’ll be running your business with the kind of clarity and confidence that transforms not just your income, but your entire approach to growth.
"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."
Schedule Your Free
Mapping Session:
We explore your goals and biggest growth blockers.
Receive Your
Personalized Playbook:
A step-by-step plan tailored to your practice.
Hit Your Revenue Goals:
Watch your 401(k) business grow predictably with ongoing support.
Stop guessing. Start winning.
Let’s build your predictable lead flow and closing system.
When you join, you’re getting much more than just coaching—you’re plugging into a complete system designed to supercharge your business growth. Here's what you’ll receive:
Blueprint Map™ Call with Andy ($1,000 Value): This private 30-minute call maps out your entire prospecting system. We’ll help you identify your ideal clients and create a nurturing strategy that feels effortless and fun.
The 401(k) Advisor Playbook System™: Over the next 12 months, we’ll install and refine the three critical areas—lead generation, nurturing, and presenting—that will have you landing bigger clients faster than ever.
20 Min/Day Prospecting Plan: Get a simple, proven system that generates consistent leads in just 20 minutes a day.
Nurturing Strategy: Implement a nurturing process that keeps you top-of-mind with prospects and drives continuous sales opportunities.
3-Level COI Framework: Multiply your referrals by 2-5x by transforming your COI strategy.
Weekly Group Calls: Get ongoing support and real-time advice from Andy and other top-performing advisors during weekly mastermind calls.
Access to The 401(k) Advisor Playbook Training Library ($8,000 Value): Immediate access to dozens of training sessions on everything from cold calling and emailing to presenting your services.
Private Mastermind Community: Never feel stuck again. Post your questions in the community, celebrate your wins, and get unstuck fast.
Reduced Rate for 1-on-1 Coaching: Option to add personalized 1-on-1 mentorship with Andy at a reduced rate, giving you even more customized support for your business.
The 401(k) Mastermind is perfect for advisors who are:
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!
Schedule A CallLet’s get you there with a proven framework that delivers real results — and helps you win the high-value plans in your area.
Step 1: Schedule Your Free Mapping SessionJoin 3,000+ Advisors serving participants and plan sponsors..
Get started today before this once in a lifetime opportunity expires.
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