Advisors Circle offers many ways to support you as you grow in this market
Advisors Circle offers various layers of support to financial professionals nationwide. We have included a brief explanation and the costs associated with each service in this packet. The costs you see here are all inclusive – ProFeds has nothing to do with your contracts or product placement.
Specializing your practice to work with federal employees
First and foremost, the federal market is not a get‐rich‐quick solution to cash flow problems. This market takes time and commitment (both from an educational and a financial perspective). It is important to recognize this commitment and identify ways to make it easier on yourself by determining what successful people do in this market—and replicating that in your practice. Make no bones about it though—this will take hard work. Advisors Circle can help.
Often times, a financial professional becomes tired of trying to be “all things to all people,” and they begin wanting to specialize their practice—much like a doctor would. The next logical step is to identify a group of people who they wish to serve—in this case, it is federal employees.
A niche market can easily be described as a “big group of people with the same big problem.” That certainly applies to this massive group of people. Although they are unique in their own ways, federal employees have the same employer and the same benefits available to them. So, instead of trying to learn 100 different employer‐sponsored plans, a financial professional can learn a single plan inside and out, and be considered the local “go‐to guy” for this group. Meanwhile, they can place their focus on planning techniques and product strategies that best suit their clients’ situations.
Ideal candidates for Advisors Circle Federal Program
We welcome financial professionals who are brand‐new to working with federal employees, and those who are seasoned veterans in this marketplace.
It is recommended (regardless if you are a rookie or a veteran in the federal market) that you are relatively established in the financial services industry, and can gradually ease yourself into working with federal employees as a larger part of your practice over time. We do not recommend throwing caution to the wind, and hope your sales take flight. Like with any great niche market, time is needed to get established.
Our process with our affiliates have been refined over many years based on real experiences of our team, and of the financial professionals we serve. We really have seen it all. We have built a support program to make it easy for you to leverage off the experiences of others who are successful.
About your Coach & Trainer
Advisors Circle will align you with a trainer for nearly a thousand financial professionals since 2001, We understand that there is simply no substitute for competence and confidence when working with a specialized niche like federal employees.
Beyond examining thousands of federal retirement benefit cases for financial professionals, our trainer nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country. Beyond examining thousands of federal retirement benefit cases for financial professionals, Chris is also a nationally recognized federal employee retirement benefits expert, and a frequent speaker and trainer for federal employee organizations and financial service firms throughout the country.