From Zero to First QRP Meeting in 7 Days —
Using the clients you already have. No cold calls. No new prospecting. No deep technical knowledge required.
That means right now, today — in your existing book of business — there are clients quietly sitting on QRP opportunities worth hundreds of thousands in AUM. They're not hiding it from you. They just don't know you can help. And you haven't asked the right questions yet.
Most advisors avoid QRPs because they feel technically intimidating. They assume they need to be a plan expert before they can have the conversation. So the opportunity sits there, untouched — while a TPA or a competitor eventually picks it up.
You feel like you need deep technical expertise before you can even bring it up
You don't know which clients to approach or how to start the conversation
You've tried before and it felt awkward — like you were selling instead of advising
You assume your book doesn't have QRP opportunities worth pursuing
"The opportunities are already there. You don't need to be a QRP expert to start the conversation — you just need to know what to look for and what to say."
— Heidal Summers, CPC QPA QKC QKA · 25-Year TPA Veteran
CPC · QPA · QKC · QKA
Heidal Summers has spent 25 years inside the Third Party Administration world — the engine room of qualified retirement plans. As a credentialed expert holding the CPC, QPA, QKC, and QKA designations, she has designed, administered, and audited hundreds of plans across every major type.
What she noticed over those 25 years: financial advisors were consistently walking past enormous QRP opportunities in their own books of business. Not because the opportunities weren't there — but because nobody had taught them how to see them.
The Hidden QRP Gold Mine is the course she wished existed for every advisor she worked alongside. It distills 25 years of TPA expertise into a 7-day system that any advisor can execute — without needing to become a plan expert first.
Each module is designed for 15–30 minutes of focused daily action. By Day 7, you'll have prospects identified and a meeting booked.
Stop looking for new clients. Reprogram how you see your existing book using the PERC framework — Plan, Eliminate, Replace, Create. Complete the Hidden Gold Mine Discovery Audit in 15 minutes.
Learn the 7 specific signals clients unknowingly send that indicate a QRP opportunity. Score your top 20 clients with the Signal Tracker Worksheet and know exactly who to call.
Rank your prospects using the 5-Factor QRP Scorecard so you always know who to call first. Identify your Top 3–5 qualified prospects before the day is over.
Three proven frameworks for bringing up QRP without sounding like you're selling: The Curious Advisor, The Resource Provider, and The Pattern Recognizer. Includes full email and phone scripts.
Run a confident 20-minute discovery meeting that positions you as the expert. Master the 4-Phase Call Structure and 10 Power Questions that uncover plan issues and open doors.
Tie everything into a complete execution plan. Post-course assessment, 30-Day Pipeline Maintenance Plan, and the natural bridge to your next level of QRP mastery.
The Opportunity In Your Book Right Now
of your existing clients either own businesses with employees, work for companies with potentially broken plans, or are approaching a career transition — all prime QRP opportunities.
Under SECURE 2.0, business owner clients have until they file their tax return — including extensions — to establish and fund certain qualified retirement plans. This is not a year-end deadline. It's a filing deadline.
That means right now, regardless of the time of year, there are clients in your book who still have an open window to act. The conversation you have today could directly impact their tax bill for last year.
Key point: Clients have until they file their tax return, including extensions. This is not a December 31st deadline — it's a tax-return filing deadline. Always verify the specific plan type and client situation before advising.
Total bonus value: $391 Included FREE
A 2-page breakdown of how one RIA with $180M AUM discovered she had zero QRP prospects — until she used this exact system. What she found changed her practice.
Every conversation framework, email template, phone script, objection deflection guide, and voicemail script from the entire course — organized and ready to use.
Keep your momentum going after Day 7. A structured 30-day follow-up system so your QRP pipeline never runs dry after you book that first meeting.
Enroll Today
From Zero to First QRP Meeting in 7 Days
Everything Included
Plus 3 Free Bonuses
The Gold Mine Is Already There
In 7 days, you'll have identified 3–5 real QRP prospects from your existing book and booked your first discovery meeting. The opportunities are already there. You just need the system to find them.
Start Mining Today — $4730-Day Money-Back Guarantee · Instant Access · Lifetime Ownership