"If You Can Follow A Script,

Then You Can Set 401(k) Prospects Like Clockwork!

Get Instant Access To A Simple, Proven Cold Calling Framework & Sales Process Enabled Me to Grow a Million Dollar 401(k) Practice

(Normally $997 - Today For Just $7)

"YES! This Is The SAME Cold Calling Script & Framework That We've Used to Successfully Grow Our 401(k) Practice to $1 Million In Revenue 

(Normally $997 - For Just $7) !!!

From Steve Wilkinson
Los Angeles California

Dear friend,

Hey, my name is Steven Wilkinson, and I'm here today because I want to give you something that I call "The Perfect Cold Calling Script".
This is my framework for how to cold call, set meetings, and close business.

But before I give you access to the perfect cold calling script & extras, I want to tell you the backstory about how it was created...

This is NOT something that I just made up one day, and hoped that it would work, I spent OVER 12 years testing and perfecting this process for you!

This is what happened...

I started out at Merrill Lynch in August of 2008 (during the GREAT Recession).

Basically (in my opinion) the worst time in recent memory to try and "make it" as an aspiring advisor (who literally knew nothing).  It didn't help that I was 22 and not even done with college yet.

The HR person showed me my cubicle, my phone, the bathroom, and that was basically it from a training perspective.

To be fair, the world was literally falling apart.

I had ZERO connections

I knew ZERO people with investable assets.

I used to always say, "I don't want to be a memory" to anyone that would listen and did the only thing I knew how to - I started making calls.

I may have watched the Pursuit of Happiness and Boiler Room one too many times.

I used to literally call ALL DAY LONG...
There were days I'd get in and start calling at 6:30am (to try to call businesses I thought might be open OR to attempt to get around the assistant hoping the owner may picked up) to 5pm (8pm when I was calling retail)...

...stopping ONLY to eat a peanut better and jelly sandwich, which was the only thing I could afford and all I had time to make.

We're talking a lot of calls, haha.

I was setting SOOO many appointments,

... I started to focus ONLY on 401(k) plans.

Please keep in mind, there’s a lot I did NOT have:

A college degree…

Anyone who could help me...

Any knowledge of 401(k) plans…

Any experience cold calling 401(k)s...

But I did have one HUGE advantage!!!

You see……

The picture on the right is where I spent years of my childhood.

Something happened in that apartment that changed my life forever (I didn't realize it at the time).

My mom started a cold calling company in her bedroom.
So, during the summer in between watching the cinematic adventures of Matlock and M.A.S.H (sarcasm) as a kid because that's the only thing that was on during the day...

My mom would run out of her room so excited when she set a meeting!!!

For me, this was normal.

But it gave me a HUGE advantage.

You see, when I 𝘀𝘁𝗮𝗿𝘁𝗲𝗱 at 𝗠𝗲𝗿𝗿𝗶𝗹𝗹 𝗟𝘆𝗻𝗰𝗵 in 𝗔𝘂𝗴𝘂𝘀𝘁 of 𝟮𝟬𝟬𝟴 I didn't have a degree and didn't know anyone with 𝗶𝗻𝘃𝗲𝘀𝘁𝗮𝗯𝗹𝗲 𝗮𝘀𝘀𝗲𝘁𝘀 or 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻𝘀.

But, I did have 𝗢𝗡𝗘 𝗧𝗛𝗜𝗡𝗚....

Or should I say, I didn't have ONE THING

I did NOT have "𝗹𝗶𝗺𝗶𝘁𝗶𝗻𝗴 𝗯𝗲𝗹𝗶𝗲𝗳𝘀" that 𝗰𝗼𝗹𝗱 𝗰𝗮𝗹𝗹𝗶𝗻𝗴 𝗱𝗶𝗱𝗻'𝘁 𝘄𝗼𝗿𝗸.

For me, cold calling is what advisors did. 

Which was reinforced again by movies like Boiler Room and The Pursuit of Happiness.

Vinh Giang has a great quote, "𝗕𝗲𝗹𝗶𝗲𝗳𝘀 𝗱𝗶𝗰𝘁𝗮𝘁𝗲 𝗔𝗰𝘁𝗶𝗼𝗻𝘀".

Henry Ford said, "If you think you can or can’t, you are right."

𝗕𝗘 𝗖𝗔𝗥𝗘𝗙𝗨𝗟 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝗶𝘀 𝗮 𝗳𝗮𝗰𝘁.

I just needed to develop a script & learn how to cold call

So, began my journey….
I “knew” cold calling would work (because I’d been brought up around it).

... and so I started experimenting with scripts

Over hundreds if not thousands of hours of calling

Trying to figure out WHAT plan sponsors wanted and found of interest.
I tried EVERYTHING from basic “plan review” scripts…..
I tried calling on 404(c) compliance….
I tried calling on participant wellness….
If you’ve considered calling for it, I probably have tried it….

Over The Next Few Years I Made THOUSANDS of Cold Calls, And During That Time, PERFECTED What I NOW Call:

"The Perfect Cold Call Script"

Every time I make a cold call, this script is the basis of what I talk about. 

Every time I meet someone that wants to learn to cold calling, I give them this script first. 

And I watch as they start to set meetings!

"If You’re Willing To Do The Work, Then You Too Will Set Meetings With Plan Sponsors"

Over the years, I developed a sales process from the ground up, based on ACTUAL experience. 

Experience I want to share with YOU! 

For Only $7.00

Yes... for about the price of a happy meal, you can get access to a script and sales process that took me OVER 12 YEARS to create... 
That after you master, will give you the ability to write your own paycheck for the rest of your life!

YES STEVE! Give Me Instant Access To The Perfect Cold Calling Script & Extras RIGHT NOW For Just $7.00 !

  • Instant Access To The Perfect Cold Calling Script (Value $497)
  • 30-Day FREE Trial of (k)quote (Value $297)
  • Full Access To The Script Framework Video Training (Value $97)
  • Instant Access To The Cold Calling Mastery Course (Value $597)
  • The Objection Handling System - Advanced Training (Value $297)
  • VIP Access To Steve's LIVE Cold Calling Training (INSANE VALUE!!)

Total Value: $1,785

Today Just $7

When You Get Your Copy Of "The Perfect Cold Calling Script" (For Just $7.00)

You Get All Of These Bonuses For FREE!

30-Day FREE Trial Of...


Having (k)quote will fast track your sales process by SCANNING IN fee disclosure documents (like you would scan documents in at an ATM).

You'll be able to run fee comparisons in minutes allowing you to focus on marketing (not data entry). 

30-Day FREE Trial of (k)quote's 

Fee Disclosure RoadMap

Step 1 after you set the meeting is getting the fee disclosure documents to review your prospect's 401(k) plan! 

You'll get access to (k)quote Fee Disclosure RoadMap that'll give you step by step instructions on how your prospect can find their documents.

Plus, get a detailed video analysis on many of the 408(b)2 and 404(a)5 documents out there!  

30-Day FREE Trial of (k)quote's 

Lead List Generator & CRM

Most firms "ad hoc" their leads lists without realizing how important the ability to have a software specifically designed for cold calling 401(k) prospects. 

That's why we're giving you access to (k)quote's Lead List Generator & CRM! 

It'll make your notes ASSETS to your firm. 

It'll organize your leads for scale.

It'll put you in the BEST POSITION to set meetings. 

Steve's Cold Call University!!!!


Fast track your meeting settings by learning from Steve's 1000s of calls by accessing Steve's Cold Call University! 

Steve is going to share the foundational aspects of cold calling and what he's learned along the way to make YOU more successful! 


The Objection Handling System - Advanced Training 

Get EXCLUSIVE acess to Steve's Objection Handling System recorded training! 

Steve will walk you through the objections you're likely going to recieve and how he'd solve for each one! 

Plus, he's going to give you flashcards on the most common objections you'll likely receive. 


Receive LIVE VIP Coaching Calls & Q/A From Steve!!! 

Steve does LIVE cold calling challenges regularly where he teaches you to cold call LIVE!!!! 

With this offer, you'll have FREE VIP access for the LIVE Q&A sessions after each call. you can ask ALL of your questions and get meeting setting and running and begin making sales EVEN FASTER!

And again, you'll get access to this entire thing, the script, the training, and the trial of (k)quote,  for just seven bucks!

For some of you, this script & sales process will be the difference between success and failure in your business... this is why I've made it SO INEXPENSIVE for you today!

Okay. Now What Else Could You Buy For Seven Bucks?

You could probably get a big Mac and a happy meal at Mcdonald's...

You'd probably get some caffeine at Starbucks with some whipped cream on top of it.


You Could Get The Script & Process That Has Made Me More Money Than Anything Else I've Ever Done In This Business.

And so for you, I want you to make sure you take advantage of this because when you have the script, you can use it to fill your calendar with hot 401(k) prospects

So all you're doing now is down below - just fill out the form.  It's $7. Okay. And as soon as you buy that will literally give you access immediately

You can have access to the script and the training here in 15 seconds, all you do is click the link down below, and we'll send this to you right away and you can start learning how to use it and start using it for your business.

No Contracts. Cancel Anytime.

I want to help make sure you don't go through what I did as you grow. 

I'm giving you the EXACT process I used to grow my practice. 

If you're like "Steve, why are you doing this?"

Well, there are actually a few reasons...
  • I want to help the advisor I was when I first started. 
  • Because (unlike other "guru's") I don't make all of my money teaching others how to make money (I actually run a real 401(k) business)... so because of that, it doesn't hurt me to share with you my best stuff.
  • I get another one of my products in your hands, and when you see how awesome it is, it should get you excited to buy other stuff from me in the future.
  • I'm kinda a show off... I'm not going to lie. I'm sick of people who talk a a big game without any real proof to back it up. I think 99% of what is taught online is complete BS... so I thought it would be a breath of fresh air to publish the TRUTH, show the actual stats and #'s behind what I do, and well... honestly, I just want you to think I'm cool. :)

Time Is Of The Essence...

This Is A LIMITED OFFER At This Price

This can go up in price at any time, especially if we decide to sell this as a full course (which is what I’ve done with other digital offers in the past).

Because of what you’re getting, we’re expecting a flood of orders.

Just imagine booking one appointment from this script that doubles or triples your revenue!

 What Impact Would That Have On Your Business?

 How Would That Increase Your Sales Overnight?!

This will allow you to grow your practice to ANY LIMIT.

If you acquire the skill to set meetings with plan sponsors, you’ll be able to:
  • NEVER have to set a paycheck
  • Grow your practice as large as you want
  • Have the ability to grow your practice ANYWHERE in the country.
This script I’m going to teach you worked for me and I’m CONFIDENT it’ll work for you. 

Here Is My "You've Gotta Be Crazy" Guarantee

I 100% guarantee that you'll love this product, or I'll return your $7 and let you keep the perfect cold calling script anyway.

I’ll take all the risk on this.

If you don’t feel that The Perfect Cold Calling Script is worth 10 times what you invested, drop me an email within 30 days of getting the script and training and I’ll refund your $7. No questions asked. Fair enough?


You Must Act FAST!

This will allow you to grow your practice to ANY LIMIT.

Okay. With that said, I hope you enjoy the script, training, and trial of (k)quote. I hope you use it.

I want you to give this into your hands because I know how this can transform your practice forever. 
Thanks again,

Steve Wilkinson

P.S. Did you just skip to the bottom of the page to see what the deal was? 😊 
You get my Perfect Cold Calling Script, script training (instant access) & (k)quote Sales Navigator, that is the SAME script & process I’ve optimized growing my practice! 
I spent over 12 years perfecting this script (hence the name "Perfect Cold Calling Script), and you can use it to sell anything! And it's only $7. That's it.
Just click the button below right now to get started!
(You can cancel ANYTIME during the 30 days without any hassle or funny business. Just send an email to, and I’ll help you out. It’s that simple.)

YES STEVE! Give Me Instant Access To The Perfect Cold Calling Script RIGHT NOW For Just $7.00 !

Step #1: Contact Information

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Step #3: Checkout

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Everything You're Going To Get

  • ​Instant Access To The Perfect Cold Calling Script (Value $497)
  • ​30-Day of FREE Trial of (k)quote (Value $297) 
  • ​Full Access To The Script Framework Video Training (Value $97)
  • ​Instant Access To The Cold Calling Mastery Course (Value $597)
  • ​The Objection Handling System - Advanced Training (Value $297)
  • ​VIP Access To Steve's LIVE Cold Calling Training (INSANE VALUE!!)

Total Value: $1,785

Today Just $7

ONE TIME OFFER - Watch Steve use the script to set meetings!- Only $47: Want to watch Steve use the script to set actual meetings with 401(k) plan sponsor prospects? Click YES to add this to your order now for just $47! This offer is not available at ANY other time or place. The recordings are Steve talking only (state law doesn’t allow him to record the prospects).

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Disclaimer: Cold calling results may vary. Steve's personal experience is not claimed to represent typical results.

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