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 aren't losing deals. They're leaving them unworked. That's not a skill gap โ it's a structure gap. The 401(k) Advisor Playbook is a complete growth system built around the relationships and reputation you already have. At the core is the P3 Operating System โ a framework, a weekly cadence, and the tools to run it in 2โ3 hours a week.
Target Plan Outreach
A shortlist of specific plans to pursue via warm introductions โ worked systematically, not randomly.
COI Activation
A system to equip your COIs to refer proactively โ not just when asked, but on a repeatable cadence.
Cold & Drip Pipeline
A structured approach to your lowest-priority lane so it doesn't consume your highest-value time.
That'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.
This 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 โ12 years inside the industry.
Not observing it from the outside.
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 seen firsthand what separates advisors who grow systematically from the ones who stay reactive despite doing everything right.
In 2017 he built 401kChampions.com to give established advisors the framework he saw missing everywhere. Today the Champions Mastermind is home to 30+ advisors running the P3 Operating System inside their practices โ and 3,000+ advisors read The Briefing every week to stay sharp on pipeline and COI strategy.
John Hancock
Champions Mastermind
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