Discover THE PATH From Commissions To Fee-For-Services

Elevate Your Authority, 
Keep & Win Larger Accounts, 
& Build A More Profitable Firm

Elevate Your Authority, 
Keep & Win Larger Accounts, 
& Build A More Profitable Firm

Watch A Short Overview of THE PATH Below.

A New Opportunity for Benefit Advisers
With the recently passed Consolidated Appropriations Act, as of January 1, 2022, all brokers are required to disclose both direct 
and indirect commissions and compensation received on group and individual health plans.

Many benefit advisers are simply not prepared or comfortable revealing how much money they make from their clients. 

In other words, they cannot adequately justify their value to their clients and prospects. The result is lost clients, an extremely competitive market, and constant worry of being replaced.

This creates a massive opportunity for those  advisers who know how to demonstrate their value to their clients and are confident in the value they provide. 

Fortunately, there is a proven model you can leverage to not only effectively disclose your compensation without fear, but this approach also empowers you to move from a commission-based firm to a more lucrative fee-for-services practice if you so choose.

Regardless of how you decide to be paid, the methods, strategies, and tools revealed in THE PATH will allow you to ensure your clients understand and appreciate your value as a true trusted adviser and see you as an indispensable consultant instead of an easily replaced vendor.

With THE PATH Workbook, Toolkit, & Training Program, you can ensure yourself a competitive advantage as well as keep and win more lucrative client accounts.   

THE PATH Workshop
THE PATH Workshop
A Complete Training Program & Toolkit for "Next Generation" Healthcare Advisers
Who Want To Move From Commissions To A Fee-For-Services Business Model

THE PATH Workshop is multi-week virtual training program that will be presented online
by the creator of THE PATH, industry veteran, leader, and consultant, Dan Meylan.

During THE PATH Workshop, you'll discover...

  • Why move to fee-for-services?
  • Creating a true differentiated value proposition
  • ​Understanding your REAL core deliverables
  • ​The fee-for-services agreement (Do's and Don'ts)
  • ​Calculating the value of your and your team's time
  • ​Performance-based compensation models
  • ​Converting MORE sales with the fee-for-services model
  • ​Technology, compliance, and E&O issues
  • ​And much more...

Additionally, you'll also be given access to THE PATH Toolkit - a collection of tested tools, materials, and templates that you can easily customized and immediately put to use in your own firm. 

Industry Leaders Are Raving About THE PATH...

“Any advisor considering a shift 
toward a thriving fee-for-service practice should first read this guide. As someone who has stumbled through this transition,
I can tell you this book would 
have helped me avoid many mistakes along the way.”

Doug Hetherington
CEO & Founder
Health2Business

"Well thought out, and valuable 
for the right broker/advisor who 
is wanting to stay relevant in this rapidly evolving industry."

Troy Reichert
Chief Revenue Officer
Coral

"Brokers may love this concept, they know this is the future, but they can't seem to figure out how to change from commissions to 
fee-for-services. They have two choices, both require PAIN. One's the pain of change, the other is 
the pain of staying the same."  

Josh Butler
President
Butler Benefits & Consulting


THE PATH
Developing High-Value Advisory Firms by Providing Strategic Consulting for Business Growth and Leadership Expertise in Healthcare and Financial Services

Contact Us
The Path
Tapadero Partners, LLC
  • 6400 W 194th St., Stilwell, KS 66085
  • ​719-338-6466
  • ​info@thepath.biz
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