Financial Planner / Advisor 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.
Some of these tools include:
Lunch & Learn Events
Lunch & Learn activities are effective ways to reach out to the federal community and attract new clients. Access these useful tools and ready-made packages to make your event program successful.
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 Seminar Setting
A helpful list of talking points to use when introducing yourself at a CSRS/FERS seminar where you are not the main speaker.
Script for Making the Offer for Seminar Attendees to Meet with You
A guideline on how to offer to meet with federal employees who attend a seminar to develop a federal benefits analysis or report.
Sample Federal Employee Benefits Analysis Report
Use this sample Federal Employee Benefits Analysis Report for your seminar attendees to view.
Professional Bio Templates
Using one of these professional bio templates in a seminar setting is a great way to let the attendees learn a little about you, your family, and the unique ways you help federal employees.
| 
