Used by 3,000+ 401(k) advisors to pinpoint their biggest pipeline opportunity
Your pipeline isn't broken.
It's just not fully mapped yet.
High-performing 401(k) advisors don't struggle because they lack skill or relationships. They struggle because growth is happening in one or two lanes — while the third sits untouched. This tool shows you which lane to open next.
Target List
The right plans in your market — ranked, prioritized, and ready to approach.
COI Network
Your referral sources — optimized so introductions become a normal part of your month.
Existing Book
The "someday" conversations in your current network — converted into real opportunities.
What You Receive
Not a score. A snapshot.
Your Three Growth Lane Scores
See exactly which of your three growth lanes is strongest — and which is your biggest untapped opportunity.
Your #1 Bottleneck
The single constraint holding back your pipeline growth — identified clearly, not buried in a report.
A 30-Day Action Plan
Three specific actions to take in the next 30 days to generate your next qualified plan conversations.
Instant. No Calls.
Results delivered immediately on screen. No waiting, no follow-up call required to get your plan.
Free 2-minute assessment · Instant results
What Advisors Are Saying
The clarity changes everything.
"You helped me seal the deal on a $32M plan — exactly what I needed to hit my next milestone."
401(k) Advisor · Sprint Client
“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 Client
"The 401(k) Advisor Playbook is powerful. Wish I found this 15 years ago."
401(k) Advisor · Weekly Briefing Subscriber
How It Works
Three steps. Two minutes.
Answer 9 questions about your current pipeline.
No lengthy forms. No ambiguous questions. Each one is specific to how 401(k) advisors actually build their books.
See your three growth lane scores instantly.
Your results show exactly how each of your three growth lanes is performing — and which one to prioritize first (what I call P1, P2, and P3).
Get your custom 30-day action plan.
Three specific actions tailored to your results — delivered immediately. No waiting, no call required.
