For Established 401(k) Advisors · $500K–$3M Producers
You're doing $1M+.
Business is coming in.
So why does it feel like
you're pushing a rope?
Your COIs, your relationships, your book — they're all there. What's missing is a system that turns them into a repeatable, trackable pipeline you can run in 2–3 hours a week. The P3 Operating System maps your world and puts you back in control of your growth.
"The more you push the rope, it just gets kinked up and the output doesn't flow through." — $2M 401(k) Advisor, now a client
The Math Is Simple
Capture 1–2 plans you'd have walked past. That's $25,000+ in recurring revenue.
The program is $15,000.
You're already winning business. We just make sure you're capturing more of it.
Is This You?
This works if you're already here
- You're doing $500K–$3M in 401(k) revenue
- Established book, real COI network, reputation that took years to build
- Business comes in — but not on your terms. It feels reactive.
- You know the upside is there — you just haven't found a way to activate it without adding 10 hours to your week
- You've tried paid leads, LinkedIn tools, marketing blasts — none of it moved the needle like your relationships do
- When you get in front of the right prospect, you close. The problem is the ground game getting there
This is not for you if
- You're still building your network from scratch
- You're under $500K in production
- You want a marketing campaign, not a sales system
- You're not willing to carve out 2–3 hours a week to work the process
How It Works
It's not a course. It's a system installed into your practice.
Most 401(k) advisors don't have a training problem. They have a structure problem. The P3 Operating System gives you a framework, a weekly cadence, and the tools to run it — built around the relationships and reputation you already have.
P1
Cold & Drip
Plans you have no connection to yet. Low priority, low effort. We set up a simple drip so they're warm when the time comes — and you don't have to think about them.
P2
Centers of Influence
Your auditors, ERISA attorneys, benefits brokers, bankers. They're meeting with your ideal prospects every week. We build the mechanism that activates them when not asked — and that's where the volume lives.
P3
Target Shortlist
10–20 specific plans you have a line of sight to through existing relationships. Named. Prioritized. With a clear first conversation mapped out. This is where most new business comes from in the next 90 days.
What the Engagement Looks Like
We map your world — COIs, warm plans, cold list — into the P3 framework. You leave with a prioritized target list, weekly scorecard, and 30-day action plan.
We install the system. Scripts, talk tracks, COI activation pathways, follow-up sequences — built with you, not handed to you as a PDF.
You run it. We review every two weeks, adjust what's not working, and build on what is.
Time commitment: 2–3 hours a week. That's it.
What You Walk Away With
- A mapped pipeline you can see and manage
- Activated COIs who are sending referrals without being asked
- A repeatable weekly cadence — not random activity
- The ability to look at your week and know exactly what moved and what didn't
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 · 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
"The more you push the rope, it just gets kinked up and the output doesn't flow through. I needed a system — not more activity."$2M 401(k) Advisor · Now a Client
Who's Behind This
Andy Hudson spent 12 years at John Hancock working in sales, consulting, and advisor development — including deep work with TPAs as the marketplace shifted. He saw firsthand which advisors were building durable, growing practices and which ones were grinding without a system.
In 2017, he and Chris Barlow — author of 401(k) Sales Champion — started coaching established advisors one-on-one. Not advisors learning the business. Advisors already doing $1M+ who knew how to sell but couldn't figure out why their COI relationships weren't producing at the level they should.
The P3 Operating System came out of watching what actually worked across those engagements — what moved the needle and what didn't.
Today, 30+ advisors work inside the Champions Mastermind. The one-on-one program is by engagement only. The framework has been refined across hundreds of advisor relationships, markets, and firm structures.
This isn't theory. It's what's working right now — in your market, with your type of practice.
The Briefing
What's working right now — straight from the field.
Every week, a short note on what's moving for established 401(k) advisors. COI tactics, prospecting angles, what's working in discovery meetings, what isn't. No fluff, no generic marketing advice.
This is what I'm seeing in real practices, every week, as I work with advisors at your level.
Free. Weekly. Unsubscribe anytime.
Your relationships are already there.
Let's find out what they're worth.
The free Pipeline Assessment takes 10 minutes. It maps where your pipeline actually stands — COIs, warm plans, cold lists — and shows you where the untapped upside is hiding.
No pitch. No obligation. Just clarity on what you're sitting on.
Questions first? Text Andy at (843) 594-1283
