You've built a 7-figure practice.
There's more upside in your network.
It's right there โ but you can't get to everything.
You have 2โ3 hours a week to go get it. What's missing isn't more hustle โ it's a repeatable system built around the relationships you've already earned.
The 401(k) Advisor Playbook
Most advisors at your level are winning plans. But they know there's more upside in their existing network they're not capturing. That's not a skill gap โ it's a time constraint and a structure gap. The 401(k) Advisor Playbook has two jobs:
- Get you in front of more plan sponsors already inside your network via the P3 Operating System
- Keep fewer of those deals from going quiet on you โ what to say in the room, what to send after, and what's working this week
The P3 Operating System establishes three pipeline lanes โ priority is based on your network:
Cold & Drip Pipeline
A structured approach to your lowest-priority lane so it doesn't consume your highest-value time.
COI Activation
A system to equip your COIs to refer proactively โ not just when asked, but on a repeatable cadence.
Target Plan Outreach
A shortlist of specific plans to pursue via warm introductions โ worked systematically, not randomly.
The 401(k) Advisor Playbook is built
for one type of advisor:
$1M+ in 401(k) revenueYou've built a real practice. This isn't for advisors who are just getting started.
Strong COI networkYou have CPAs, TPAs, and benefits brokers in your corner โ but referrals feel inconsistent and hard to predict.
Reactive pipelineBusiness comes in, but not always on your terms. You know there's more upside โ you just can't systematically capture it.
Time-capped, not skill-cappedYou don't need more training. You need a system that runs in 2โ3 focused hours a week.
Pushing a ropeYou've tried outreach. It's fragmented, inconsistent, and doesn't compound. You want something repeatable and trackable.
You can see the upsideYou know which COIs, clients, and contacts represent real opportunity. What's missing is the system to go get it.
If you're nodding at most of those โ the free Pipeline Assessment is the right place to start. It takes about 5 minutes and shows you exactly where your pipeline stands across P1, P2, and P3.
Take the Free Pipeline Assessment โThat's $25,000+ in recurring revenue.
The 6-Month Revenue System Program is $15,000. If we surface one plan already sitting inside your existing network โ a plan you'd have missed without a system โ it pays for itself and then some.
You're already winning business. We just make sure you're capturing more of it.
21 years in the 401(k) industry.
All of it working directly with advisors.
Andy spent 12 years at John Hancock working directly with 401(k) advisors โ inside their practices, on their sales calls, and in their pipeline reviews. He's delivered training and coaching across every major channel in the industry โ wirehouses, RIAs, broker-dealers, national aggregators, and DCIO and recordkeeper-sponsored firms.
In 2017 he built 401kChampions.com and has spent the last 9 years coaching top 401(k) advisors on exactly this problem. Today the Champions Mastermind is home to 30+ active advisors running the P3 Operating System โ and 3,000+ advisors read The Briefing every week to stay sharp on pipeline and COI strategy.
Firms he's worked with span every major channel in the industry โ if you recognize the name, chances are Andy has trained their advisors.John Hancock
top 401(k) advisors
RIAs, wirehouses & aggregators
The Briefing weekly
Not ready to start yet?
Read The Briefing first.
One pipeline idea every week โ COI angles, P3 tactics, and scripts built specifically for established 401(k) advisors. Read in under 3 minutes. No fluff. No sales pitch.
Your pipeline upside is already there.
Let's go find it.
The free Pipeline Assessment takes 5 minutes. It shows you exactly where your P1, P2, and P3 pipeline stands โ and where the fastest opportunities are hiding inside your existing network.
Take the Free Pipeline Assessment โ Free ยท No calls ยท Results in minutes