They say you're judged by the company you keep...we certainly hope so.
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401(k)grabngo.com
Win your first 5 plans, and build momentum fast with this budget friendly training resource (152 step-by-step videos).
$197 Annually
the 401(k) advisor playbook
1-on-1 Coaching
$24,000 Annually
advisorip™
A fresh approach to updating the mechanics of your Pitchbook. Book a meeting to review your 401(k) Pitchbook today.
$1,500
the 401(k) sales call
Every two weeks, hear industry experts discuss 401(k) sales trend secrets you can use to grow your 401(k) business.
Free
The 401(k) Advisor Playbook
Philosophy and Approach
Reaching The Next Level
simply won't happen until...
Whether you’re an Emerging or Specialist 401(k) Advisor, getting to the next level is not about doing more. Our coaching and programs inject the processes you'll need to breakthrough your current success levels.
Get your free assessmentWhat our clients say
"Just landed a plan with 150+ employees using your Positioning Presentation. Got the email with the green light on Friday and paperwork this morning!"
Advisor - Louisiana
"You guys helped me seal the deal on my recent big win. We 'officially' start today with that $32M plan."
ARIA CFP®, AIF - Georgia
"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® - Texas
"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 - Tennessee
""It's a competitive market. The 401(k) Advisor Playbook works, we win more plans!"
Advisor to 100+ Plans
"Seriously guys, that was great. A lot of Advisors called to tell me 'gosh, I had to log off 20 minutes early...It was so good and I want to finish it.' I mean, seriously, you guys, that was awesome."
Broker Dealer Training
"Wow, The 401(k) Advisor Playbook is really powerful! ā€ÆSorry it has taken me 15 years to find. ā€ÆThank you for your leadership and knowledge in helping guys like me get their stuff together!ā€Æ"
Advisor to 70+ Plans
"We actually “officially” start today with that $32M plan. I can say that while my presentation was pretty sweet before, you guys were great in helping me identify the ongoing process and helped to seal the deal on my recent big win."
Advisor to 30+ Plans
Our Proprietary Research
Connecting with Sponsors
COIs
401(k) Getting Prospects to Reach Out to You
I'm Andy Hudson, Managing Partner of 401kChampions.com.
My philosophy is not about reinventing, it's about adding process and optimizing around the success you've already had.
If you're $1M plus producer, you know how to sell and serve 401(k) plans but you lack critical processes to create efficiency and maximum momentum.
We developed The 401(k) Playbook to help you quickly identify and inject the processes you'll need to smash through your current success level.
Congratulations on your success. Let's go! Let's smash through!
P.S. If you're wondering where to start, start by identifying which pillar is creating the greatest headwind for your business?:
- Your Lead Generation
- Your Service Model
- Your Growth Map
One of these three pillars is causing a major headwind so you'll want to apply process to that specific area/pillar.
Reach out if you would like access to a free assessment, The 401(k) Advisor Pillars Assessment.
Get your free assessment