Whether you’re an emerging 401(k) Advisor or a 401(k) Specialist, getting to your next level is not about doing more.  Our coaching and programs offer ways to breakthrough and accelerate your success! 









The Company You Keep

They say you're judged by the company you keep... We certainly hope so.

"You guys helped me seal the deal on my recent big win. We “officially” start today with that $32M plan."


"Using your processes, I've built a book of 125 plans with hundreds of millions in AUM.."

Advisor C(k)P®, CIMA®, CFP®, CPFA®, CRPC®

"I can’t be more impressed with the work they have done for my 401(k) business over the last 6 months..."

Advisor C(k)P, AIF

"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning! "


Meet Andy & Chris:

Meet Andy

I'm Andy, Managing Partner of  My philosophy is not about reinventing, it's about adjusting and optimizing off the success you've already had.  If you're $1M plus producer, The 401(k) Playbook is the fastest path to your next milestone/goal.  

I suggest you start by determining which 401(k) Playbook Pillar you should tackle first.  

- Your Lead Generation

- Your Service Model

- Your Growth Map

One of these three pillars is causing a headwind for your business and slowing you down.  

Learn More: Helpful Free Ideas You Can Easily Apply

Meet Chris Barlow

Why I Wrote 401(k) Sales Champions!


401(k) Sales Champion   

The number one resource for Advisors that want to build or boost their 401(k) business.  

"I wish I'd had it 15 years ago, when I was just starting my career.  There's never been a book like 401(k) Sales Champion, PERIOD."  J.M. - Advisor, Houston TX

Read Chapter 1 On Amazon

Our Programs

Each program is designed to help 401(k) Advisors reframe and realize more of what’s possible, personally, for your clients, and for your practice.

Fee: $1,500 ($500 Annually)

 401(k) Pitchbook:  Once hired, you absolutely stand out. But before the prospect can experience your 401(k) services, your Pitchbook needs to convey your value. 

Over 15+ years of coaching Advisors, we've reviewed and worked with Pitchbooks from all the Major Firms.  

Introducing AdvisorIP™ a fresh approach to updating the mechanics of your Pitchbook, using a problem-solution technique, that top 401(k) Advisors can customize to showcase their services in a unique way so more prospects see you as the obvious choice.   

Review My Pitchbook

Fee: $197 Annually

152 Training Videos & 19 PDFs: 

  • Building Your List
  • Prospecting Scripts
  • Crafting Your Message
  • Sales Presentation
  • Delivering Service 

Fee:  $197 ($795) Annually 

This budget friendly training resource will help you win your first 5 plans.  Build momentum quickly with this step-by-step, fundamental training. 

Join 401(k)GrabNGo Now

Fee: $24,000 Annually

 Chris and Andy arm you with processes and tactics proven to grow your practice. Together, you’ll diagnose the hidden obstacles holding you back, and build a focused, tightly-constructed action plan designed to accelerate your results. 

Your monthly Coaching includes a practice diagnostic, progress “sprints,” bi-weekly coaching calls. 

If a partnership of accountability, guidance, and feedback sounds powerful, you’re right. 

Setup Initial Discovery Call

Register for Free

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