Turn your 401(k) pipeline into a predictable revenue system in 6 months, without blowing up your calendar.
If growth feels random, it's because...
Most advisors run on sales activity plus referrals from COIs. You have enough coming in the door to keep you busy โ but you know there's more upside with less juggling from memory, spreadsheets, and a CRM. This isn't a motivation issue. It's an architecture issue.
The fix isn't more tips or campaigns. It's one installed pipeline system you can run every week.
Sales activity + a few COI referrals. No system. Results feel unpredictable.
A mapped pipeline, prioritized targets, and weekly actions tied to meetings and revenue.
The mechanism is Pipeline Mapping, not hype.
We map your targets and pipeline stages (P1/P2/P3 + COI lanes), define what "good" looks like at each step, and install weekly actions tied to meetings and revenue. You stop guessing. Your team stops freelancing. You get a system you can actually run.
Drip consistent value. 8% are actively looking at any time โ be the name they think of when they are.
CPAs, TPAs, and attorneys. One activated COI can refer multiple plans per year.
Specific plans you've identified, worked with a 12โ24 month view and a clear next step.
This isn't generic coaching โ and it's not leads done-for-you. It's a 401(k) pipeline operating system you can run from your existing network.
Built for real firms, not theory.
Advisors I work with are typically doing 7 to 8 figure revenue. The work is the same: map the pipeline, tighten conversion points, and turn COIs into a repeatable channel.
"Clarity in week one. We finally had stages and next actions."
"We stopped chasing random COIs and built a real target list."
"We knew exactly what to do each week. No more guessing."
Start free. Invest when you're ready. The system is the same โ the pace is yours.
Stay plugged into what's working for growth-minded 401(k) advisors. One email a week โ pipeline examples, COI angles, and tracking you can steal.
Get the Briefing โOne working session to map your COIs, plan pipeline, and revenue targets into a prioritized 30-day action plan.
Your $1,500 is credited toward the 6-Month Revenue System Program if you enroll within 7 days.
Book a Growth Map โ90 days to install your pipeline system โ scripts, agendas, COI pathways, tracking โ and 90 days to run it with support. This is where the big lift happens.
Apply for the 6-Month Program โChampions Mastermind ($797/mo) for advisors who want continued accountability and peer community. Limited 1:1 Performance Partner coaching ($2,500/mo) for firms doing $1M+ in 401(k) revenue.
Not ready for the Growth Map yet?
Get the weekly briefing and see how we think before you raise your hand. One email a week โ no fluff, no filler. Join 3,000+ advisors who read it every week.
Join the Weekly Briefing (Free) โ
I'm Andy Hudson. I help established advisors get in front of the plans they want to be in front of, consistently.
I spent 13 years inside a recordkeeper, then another decade training the firms that support advisors at scale. The pattern is the same: the opportunity is already in your clients, COIs, and partner relationships. It just needs to be mapped and run on a weekly cadence.
Everything I do centers around one thing: installing a repeatable revenue system for 401(k) advisors in that $500Kโ$3M band.
I don't sell branding. I build the process that turns relationships into qualified plan conversations.
See how the 6-Month Program works โSpeaking, training, and coaching.
FREE WEEKLY BRIEFING
The 401(k) Advisor Weekly Briefing
Every week: one idea, one script, or one strategy that high-performing 401(k) advisors are using right now to win bigger plans. No fluff. No filler. Join 3,000+ advisors who read it every week.
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