Switching to Fees Study Group

Join TLG’s Switching to Fees Study Group Today!

Do you want to increase your revenue by 130K over the next three years?

That is exactly what happened to Steve Caldara as he made the decision to transition to fees and incorporate investment advisory business into what he was doing at that time (Life, Annuity, Mutual Funds). There’s no guarantee you will experience the same increase as Steve did, but you will go down the same path as he takes us through his journey from 0 to 130K in under three years.

This will be one of our best study groups yet. If you have ever thought about incorporating fees in what you do, I would urge you to sign up. Also, if you do fee-based business but want to take it to the next level, you will gain value from this study group.

1) Why? Overcoming the Fear

• How do the clients benefit?
• Doctor analogy

2) Program/Offering

• What to offer; keep it simple
• What tools to use
• Where to do it (investment platform and strategic partners)
• Sharpen your offering

3) Approach

• Who to approach
• How to approach

4) Implementation

• Defined process
• Team members (doesn’t mean you need to hire an assistant)
• Communicate “onboarding”

5) Ongoing client service

• How often to stay in contact
• How to stay in contact – Setting client expectations – Introductions to suspects

6) When will you begin to see results?

• How to measure your success; not just money
• Get spouses on call and hear from Michelle (Steve’s wife) about making the change

No matter where we are in our careers, we could always stand to learn new things that may help us run a more efficient business.

The study group will be open to all TLG associates. Thus, there is no entry requirement to participate. However, continued participation in study group will require the following:

• Attend the weekly on meeting via Teams
• Dates: Friday, January 10, 2025 — Friday, February 14, 2025
• Time: 9:00 a.m. — 10:30 a.m. MDT

We understand things can come up and you may miss a meeting. But this must be a scheduled commitment on your calendar.

If this is something you’d like to participate in, please contact Micah Hesting by email at micah@leadersgroup.net or by phone at (720) 726-3042 to be added to the registration list.