Skip to content
Search
Close this search box.
FederalEmployeeLeads
Vanessa

Vanessa

Are Federal Employee Workshop Leads Right for You?

Working thousands of financial leads from all over, we know there is no one-size-fits all lead.

Remember – leads are people.

Therefore, Financial Advisors must do their due diligence to find the best leads for their business.

Like everything there are pros and cons.

This brief list is what we’ve consistently observed from our experience working Federal Employee Workshop Leads (and why we like them).

Federal Agencies are required to offer Retirement Seminars to their employees.

In fact, “The Office of Personnel Management (OPM) requires that all agencies have a “retirement and financial education literacy strategy” and a plan to implement that strategy.” – source

This means individuals attending the Federal Employee Benefits workshops are encouraged to attend and most importantly, are offered by their employer.

Here is what we’ve learned from working Federal Employee workshop & webinar leads for more than 3 years (with multiple advisors throughout the country).

1. It’s A professional, Low sales-pressure Environment (Attendees like).

As mentioned above these workshops while not directly provided by the employer, are offered through their work place.

For this reason it subconsciously increases the need for seminar information and inherently breeds trust (which means a greater willingness to meet with the associated financial advisor).

The other benefit and probably one of the most important, this helps remove objections…

  • Who is this person/advisor (you)?
  • Why should I listen to them?
  • Is this a ‘reputable’ professional?

Because you are affiliated with their employer and a part of the workshop, this removes obstacles and gives 3rd party credibility (so make sure you pick a solid FMO that has experience & knows what they are doing).

As opposed to the advisor buying Facebook leads or using other lead sources that position someone else as the expert (or sends out content with someone else as the subject matter expert).

Thus, you give yourself a better chance of converting leads into clients and maximizing your resources.

2. Financial advisor connects with Multiple people at one time.

Much more efficient and better ROI on your time.

The potential prospect gets to meet the advisor in person.
The relationship building starts immediately and more naturally.

Rather than you:
-bombarding them with marketing emails
-trying to convince them you’re worth their time
-chasing them to pick up the phone…

A group of targeted people attend an information & high-value event without pressure of being ‘sold’ anything.

Given that, they are more open to your ‘offer’ or meeting.

FederalEmployeeWorkshopLeads

 

Image by Nikolay Georgiev from Pixabay

In addition, ‘social’ proof ‘ is built in.

Seeing others request a meeting or even just seeing their peers in attendance, helps subconsciously validate their need for meeting or discussing their Benefits with advisor.

Being exposed to MULTIPLE interested individuals in one fell-swoop is the epitome of working smarter not harder.

As solo financial advisors and small business owners, your time is money.

Getting better at how you manage time & resources will separate you from the average earners & move you into the top asset managers.

3. real leads, contact info & Responsive people that raised their hands.

Unlike a lot of leads out there, these are real people with a genuine interest.
Emails, phone numbers and information you pay for is 80-100% accurate.

Equally important – these people are even providing a best time to call.

Not just scrolling Facebook out of boredom, or calling in for a free something ( & giving false contact info or a bad email).

I can’t stress enough the importance of this.

Not to mention these Federal Employee Benefits’ workshops are 3-6 hours long.

Which means individuals are more invested.

They spent time covering information they know they need.

These are the types of leads Financial Advisors have to zero in on.

With the proper follow-up processes in place, we’ve consistently seen our advisors turn these leads into prospects & clients!

In summary, you want to meet with people:

  • interested in your service
  • need/want your offering
  • have come through effective marketing funnels

Federal Employee Workshops can do just that.

While Federal Employee leads may not be for everyone, stacking the odds in your favor makes a huge difference.

May the above information be useful in helping you decide what is right for you or your business.

Share this post

Recent Posts

After following up on 1000s of financial leads & helping advisors all over the US, we know there are many good reasons to get an assistant...

It's great if you are currently excelling in Estate Planning or booming with new Annuity clients.

But remember COVID-19?

If you're a solo Financial advisor, inbound leads are your bread and butter. So you should also know your processes in & out. Or it will cost you!

Financial leads are people. Not everyone that filled out a form wants to buy today (or even meet with you). Converting leads into prospects is part art & science. Quit trying to make every lead a client.

These days if you haven't heard buzz words like Automation, Outsourcing or AI you are purposely avoiding them or may be living under a rock. Regardless of which one it is; there are definitely benefits to using technology in your Financial Svc Business.

Having been a top producing salesperson for more than 13yrs. I know not everybody loves following up. The truth is; some Financial leads need follow up (& others don't)

Having followed up on Wills, Trusts & Estate plan leads since 2018, here are the top 4 reasons we like working Estate Planning leads.

There are countless ways to generate Financial leads. You can pay for ads on Facebook, PPC on Google, host financial Webinars/Workshop, buy pre-set appts (and so on). But are you leveraging your marketing to convey you're the Expert?

To help you keep the New Year on the right foot - we are sharing how to effectively use Email Marketing in your Financial Svc Business. Strengthen relationships & nurture new ones!

You may love every aspect of your Financial Svc Business & can handle it all. For advisors wanting to optimize or outsource, this is for you!

READY TO 🛑 CHASING?

Fill Out the Form Below & Schedule a Quick Call Today!