The 401(k) Pipeline Diagnostic
You know you're not proactively hitting all the opportunity you could. This tells you where to start.
A 9-question diagnostic that maps your P1, P2, and P3 pipeline lanes — and tells you exactly which one will produce the highest return on the sales time you actually have.
Free · 9 questions · Results on screen immediatelyThe Real Constraint
At your level, the issue isn't effort. It's structure.
Most $1M+ advisors have two or three hours a week for active sales work. The problem isn't finding the time — it's knowing which lane to put it in.
Your COI relationships, your existing book, and your target plan list all represent real opportunity. But working the wrong lane at the wrong time is exactly what "pushing a rope" feels like — maximum effort, minimum traction.
This diagnostic identifies which lane deserves your hours right now — based on the network and book you've already built. Not generic advice. A specific read on where you actually are.
The P3 Operating System
Your growth lives in one of three lanes.
P1
Cold & Drip Pipeline
New prospects outside your existing relationships. The lowest-priority lane for most established advisors — but it still needs structure so it doesn't consume your highest-value time.
P2
COI Activation
The referral sources you've already built — CPAs, TPAs, attorneys, benefits brokers. The highest-leverage lane for advisors with a mature network. A system here changes the math on every hour of sales activity.
P3
Target Plan Outreach
Specific plans to pursue via warm introductions from your existing network and COIs. The most underworked lane at every stage — and almost always the fastest path to the next win.
What You Receive
A diagnostic read. Not a score.
Your Lane Priority
A clear read on which of your three lanes — P1, P2, or P3 — deserves your sales hours right now, based on what you've already built.
Your #1 Constraint
The single factor most limiting your pipeline right now — named directly, not buried in a report.
Where Not to Spend Time
The lane to leave alone at this stage. Most advisors waste sales hours in the wrong lane for where they actually are.
Delivered Immediately
Results on screen. No follow-up call required. No form to fill out later. No waiting.
What Happens After
Your results point to a next step.
From diagnostic to action plan — in one session.
Your results page gives you a clear read on your pipeline across all three lanes. If it confirms what you already suspected — that there's more upside in your existing network than you're currently capturing — the Growth Map is the logical next step.
In one 60–90 minute working session, we take your diagnostic results and map your specific relationships, COIs, and target plans into a prioritized action plan you can run in 2–3 hours a week. You leave with a shortlist of your highest-yield opportunities and a 30-day cadence to go get them.
The assessment is free. The Growth Map is $1,500 — credited 100% toward the 6-Month Revenue System Program if you decide to move forward.
No obligation to do anything after your results. The diagnostic stands on its own.