Shift Shapers Podcast

14 Jan 2019

Ep #249: Navigate From Commissions To Fees and Gain Control – with Cheryl Perez

David Saltzman 0 Comments

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Have you finally “had it” with commission compression, but don’t have a clue about how to escape the commission boa constrictor and move toward a fee-based or hybrid practice model? Cheryl Perez, President of BIG-HR, shares her agency’s journey and offers specific advice about what KPIs to watch, how to value what you provide to clients and how to gain a competitive advantage in the process.

What You’ll Learn From this Episode:

  • How ACA was the catalyst for change in Cheryl’s agency.
  • How to begin the evaluative process.
  • Can you add Fee-For-Service components over time, or do you need to jump in the deep end of the pool?
  • How do you monetize stuff you are currently giving away for free?
  • What KPIs matter and how they can inform your business decisions.

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Listen to the Full Interview:

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