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
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
Creating Your Fee-For-Services Value Proposition to Differentiate Yourself Instantly
The Breakdown of the Fee-For-Services Business Model
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
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
Effectively Selling the Fee-For-Services Value Proposition to Increase Client Revenue & Win More Lucrative Accounts
Executing A Winning Fee-For-Services Contract
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:
The specific core deliverables critical to your success as an advisor
How to craft and leverage a powerful and differentiated value proposition
Ten types of capital you can leverage for business growth
The core elements of winning consulting contracts and agreements
How to leverage transparency to win client trust
The metrics that are vital to success in a fee-based model
Keys to systematizing your operation to ensure high profitability
#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:
Sample Commissions and Fees Disclosure Services Agreement so you can leverage the new disclosure law to your advantage.
Sample Fee-For-Services Agreement to ensure you position yourself and your firm properly.
Broker vs Adviser Chart to easily elevate your value in your prospect/client’s mind.
Sample Next Generation Employee Benefits Scope of Services to effectively demonstrate your value to your clients.
Group Health Plan Benchmark Fact Finder to gather the necessary data to craft a performance-based compensation agreement.
Value Proposition Worksheet to craft a clear, compelling, and winning message.
Sample Operating Agency KPI Dashboard to maximize your firm’s efficiencies.
Agency Time Value Case Study to easily calculate what your time is worth.
Sample Agency Time Budget to see an actual breakdown of manhours consumed by an employee benefits practice.
Leadership & Technical Abilities Assessment Tools to evaluate your leadership and technical skills.
#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.
Industry-Leaders Are Raving
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."
CEO & Founder
“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
Chief Revenue Officer
"Well thought out, and valuable for the right broker/advisor who is wanting to stay relevant
in this rapidly evolving industry."
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:
- THE PATH TRAINING ($4,000 Value)
- THE PATH WORKBOOK ($500 Value)
- THE PATH TOOLKIT ($2,500 Value)
- OPEN Q&A SESSIONS with DAN ($500 Value)
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.
Just Click The Button Below
To Complete The Registration Process & Join THE PATH!