ProFeds is a comprehensive support and training service for financial planners, financial advisors serving federal employees
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Home | Convert Prospects Into Clients

Convert Prospects Into Clients

It's true. Not every federal employee who attends one of your seminars, calls you, or walks through your door wants or needs your help.  This is no different than any other niche market you may have worked with. 

But ProFeds helps you make the most of every federal employee prospect that comes your way. 

As a ProFeds member, you'll have all of the expertise, tools, techniques and support at your fingertips to help them make smart choices about their benefits with you as their financial coach.

After meeting with a federal employee using the proven ProFeds system, you'll also be uniquely equipped to conduct a meaningful fact-finding session and determine what is important to them -- which is the key to converting a prospect into a paying client.

ProFeds helps you make the critical connection to a federal employee's financial needs and goals, and the products and services you have to offer.

The one-to-one ProFeds support structure will aid you in walking each client through the advantages and disadvantages of the various government programs and to paint a picture that is too hard to ignore.  

The result:  You convert more prospects into clients -- clients that trust you and refer you to others -- growing your business in the federal market exponentially.

Assess Your Client's Situation with Fact Finders, Fact Sheets and Assessment Tools
Help your clients to better understand their current situation, and paint a clear picture of what the future holds. Some of our most popular tools are the tailored federal fact finders, and the risk assessment and insurance needs assessment worksheets. . . . more
Provide Your Clients with Frequently-Requested Government Documents
Your clients have a plethora of government forms to consider in their retirement planning. ProFeds provides an easy place for you to download them and make them available to your clients . . . more
Get Quick Solutions to Common Problems from a Growing Vault of Case Studies
The ProFeds case study series helps you tackle specific challenges you may often encounter when working with federal clients. They also help you capture missed opportunities and steer you from making common mistakes . . . more

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