NABIP Members Will Receive a "Members-Only" Rate for
THE PATH WORKSHOP TRAINING
Discover THE PATH From Commissions To Fee-For-Services
Become More Valuable,
Increase Your Revenue, & Win More Accounts!
& Win More Accounts!
(Never Work Too Hard For Too Little Again.)
Get All The Details About THE PATH WORKSHOP Below...
THE PATH WORKSHOP
THE PATH WORKSHOP
A Complete Training Program, Workbook, & Toolkit To Implement A Fee-For-Services Model To Become More Valuable, Increase Revenues, & Win More Lucrative Accounts
THE PATH WORKSHOP Includes FOUR Vital Components.
#1 - THE PATH TRAINING
The Six Modules of THE PATH TRAINING Will Help You Quickly & Easily Set-Up A Fee-For-Service Model
MODULE 1
- Leveraging the Compensation Disclosure Rule to Your Advantage
-
The Core Deliverables of a Fee-For-Services Model & Why You Should Apply It EVEN If You Still Just Take Commissions
MODULE 2
- Creating Your Fee-For-Services Value Proposition to Differentiate Yourself Instantly
-
The Breakdown of the Fee-For-Services Business Model
MODULE 3
- How to Craft the Perfect Fee-For-Services Agreement
-
Properly Valuing Your Time So You Won't Ever Work Too Hard for Too Little Again
MODULE 4
- Understanding The Key Fee-For-Service Performance Metrics & Operational Budgets
-
The Secrets Behind Performance-Based Compensation PLUS When & How To Best Apply It To A Case
MODULE 5
- Effectively Selling the Fee-For-Services Value Proposition to Increase Client Revenue & Win More Lucrative Accounts
-
Executing A Winning Fee-For-Services Contract
MODULE 6
- Managing Fee-For-Service Technology As Well As E&O Issues & Considerations
-
How To Think About Perpetuation Planning As It Relates to the Fee-For-Services Model
#2 - THE PATH WORKBOOK
#2 - THE PATH WORKBOOK
This Comprehensive Workbook Is Your Step-By-Step Roadmap To Begin Charging Fees Confidently Without Fear Or Risk Of Losing Clients Or Opportunities.
THE PATH WORKBOOK Reveals:
#3 - THE PATH TOOLKIT
Swiftly Implement The Key Steps To Move To A Fee-For-Service Model Because Much Of The Work Has Already Been DONE FOR YOU.
THE PATH TOOLKIT Gives You 17 Ready-To-Use Tools Including:
#4 - Q&A SESSIONS WITH DAN MEYLAN
Get Direct Access to Dan Meylan & Have All Your Questions Answered So You'll Never Get Stuck!
THE PATH Q&A SESSIONS
THE PATH curriculum draws on Dan’s five decades of insurance operations experience including building four insurances businesses from scratch, involvement in over 200 acquisitions and mergers, serving as a senior sales and marketing executive with both property and casualty and employee benefits firms and building a successful private fee-based consulting practice.
During these monthly session open Q&A Sessions, Dan will make his expertise and knowledge available to all participants of THE PATH to ensure you know what to do next and that you have clarity and confidence in your approach.
These Q&A Sessions will last for about 60-minutes, and will be recorded so you can go back and listen to them if you miss one or if you just want to listen again.
THE PATH curriculum draws on Dan’s five decades of insurance operations experience including building four insurances businesses from scratch, involvement in over 200 acquisitions and mergers, serving as a senior sales and marketing executive with both property and casualty and employee benefits firms and building a successful private fee-based consulting practice.
During these monthly session open Q&A Sessions, Dan will make his expertise and knowledge available to all participants of THE PATH to ensure you know what to do next and that you have clarity and confidence in your approach.
These Q&A Sessions will last for about 60-minutes, and will be recorded so you can go back and listen to them if you miss one or if you just want to listen again.
Industry-Leaders Are Raving
Josh Butler
President
Butler Benefits & Consulting
"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."
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."
Doug Hetherington
CEO & Founder
Health2Business
“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.”
Troy ReichertChief Revenue Officer
Coral
"Well thought out, and valuable for the right broker/advisor who is wanting to stay relevant in this rapidly evolving industry."
THE INVESTMENT
THE INVESTMENT
The value of THE PATH WORKSHOP is shown below followed by the investment to participate and the registration button to complete the sign-up process.
The Investment Breakdown
As A Reminder, Here Is Everything That's Included:
Total Value = $7,500*
*Just moving one client to the fee-for-service model or winning just one small 25-live case would likely cover that entire amount.
While the standard investment for the program is only $1,497.00, for now, we're launching the program for the lowest publicly available investment of just $697.
