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You are here: Home / Attract More Federal Clients in Your Area / Federal Community Engagement Tools

Federal Community Engagement Tools

As a ProFeds member, you get access to an array of tools that will help you attract new clients by engaging with the federal representatives in your community.

engagement-toolsSome of these tools include:

Letter of Introduction to Local Federal Agency Representatives
This is a sample letter that financial professionals may use to introduce themselves to human resources representatives at local federal agencies.

Script for Introducing Yourself in a Workshop Setting
A helpful list of talking points to use when introducing yourself at a ProFeds Federal Retirement Impact Workshop.

Script for Making the Offer for Workshop Attendees to Meet with You
A guideline on how to offer to meet with federal employees who attend a workshop and wish to develop a Federal Retirement Impact Report.

Sample Federal Retirement Impact Report
Use this sample Federal Retirement Impact Report for your workshop attendees to view, or as a sample to use in your office.

Professional Bio Templates
Using one of these professional bio templates in a workshop setting is a great way to let the attendees learn a little about you, your family, and the unique ways you help federal employees.

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