If you have leads in your hand — perhaps after investing big bucks conducting a workshop or spending personal time cultivating contacts — what do you do with them?
This is the critical stage where the rubber meets the road. Unfortunately, it’s also the stage that many financial professionals stumble to get a return on their lead-generating investment in the federal market.
But you don’t need to struggle to reinvent the wheel on your own, when you can tap into the proven techniques of the ProFeds system that produces results.
As a ProFeds member, you’ll learn how to conduct meetings with each prospect efficiently, ask the right questions, and make it easy for your prospects to want to become one of your clients. The ProFeds system streamlines your overall process and will ensure that you can quickly follow-up with leads and move naturally into the sales and financial planning process.
In addition to one-to-one client case support, ProFeds members have 24-hour access to a host of turn-key tools to make it easy to work with federal employees. As benefits change throughout the year, these items are updated so you are always working with the most up-to-date info.
Telephone Scripts, Emails, and Templates
Integrate these turn-key scripts, meeting talking points, and email templates into your day-to-day routine. These tools will help you throughout the sales cycle with federal employees, and have been developed based on tried and proven industry best-practices
Look-Up Frequently Used Terms in the Glossary
If you are confused by the lingo of federal retirement benefits or need an interpretation of the alphabet soup of abbreviations, check this section for quick help
Reference Important Websites, Publications and Must-Read Articles
When you need to dig deeper on a topic, this is the place to go. Here you’ll find links to websites and hard-to-find government publications and legislative changes. You will also find necessary documents for the Thrift Savings Plan, the Office of Personnel Management, Social Security Administration and Internal Revenue Service.