Need help when meeting with a client in your office? Schedule time with Chris in advance, and she’ll dial into your client meeting as your on-the-spot expert to help you handle any of your client’s tough federal retirement benefits questions.
The idea behind the deliverable team concept is simple: YOU ARE CONNECTED!
The value to your client is that when they hire you — they know you’re directly connected to other industry professionals that can get them the answers they need. Typically, you have other professionals on your deliverables team who aren’t competitors, but who can influence your client’s money.
Your deliverables team may consist of the following types of people:
- Estate Planning Attorneys
- CPAs and Tax Attorneys
- Mortgage Brokers
- Real Estate Agents
Consider adding ProFeds as the “Federal Benefits Expert” to your list so that when your federal client has a challenging benefits situation, they know you’re getting your advice from a pro!