ProFeds is a comprehensive support and training service for financial planners, financial advisors, serving federal emplopyees
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Home | Connect With Feds

Connect With Your Federal Employee Prospects

If you have leads in your hand -- perhaps after investing big bucks conducting a seminar or spending personal time cultivating contacts -- what do you with them?

This is the critical stage where the rubber meets the road. 

And, 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 swiftly 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 customized report covers into your day-to-day routine . . . more
Expand Your Knowledge with On-Demand Video Training
Access more than 70 on-demand videos for federal retirement benefits and federal calculator software tools . . . more
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 . . . more
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 . . . more
2010 Facts & Figures Update
This one-page document is a must-have reference when assisting your federal clients. It provides the facts and figures for 2009, 2010 and a 10-year historical average when appropriate . . . more
Business Building Bootcamp
Proven Strategies
For Financial Professionals
Working With Federal Employees

May 3-5, 2010 - Kansas City, MO
Click here to learn more
 Free Training & Resources
 Financial Planner Training

While many federal marketplace training courses focus solely on the technical aspects of the federal benefits, ProFeds training equips you to ultimately become the go-to person for federal employees. Click here to learn more about tailored financial planner training

"I wholeheartedly recommend Chris of ProFeds…she has an unparalleled knowledge of the myriad intricacies of the federal market, and a passion and unique ability to work with advisors.”

Joe McLaughlin, CFP®
Financial Advisor and Principal
Jacksonville, NC


"Hire Chris and you get one of the very best.  In addition to the professional services she provides, you get someone who is absolutely dedicated to helping you succeed.”

Mark O’Connor, CFP®
Financial Advisor
Stafford, VA

Click here to read other testimonials from more than 25 financial planners who recommend Chris Lennan of ProFeds