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What does Fed Pilot provide for you?
FED PILOT RESPONSIBILITIES
- Pre-Workshop
- Registration mechanism for federal employees
- Speaker travel and lodging
- Day of Workshop
- Sign-in sheets (on location), name tags, workbooks, evaluation & signup sheets
- Deliver a full day of training (scheduled from 9am – 4pm)
- Post Workshop
- Follow up with federal employees after workshop via email, thanking them and pointing them to the financial professional
- When a new workshop is scheduled, they will be notified and encouraged to send the invite to colleagues.
- Monthly newsletters.
FINANCIAL PROFESSIONAL RESPONSIBILITIES
- Pre-Workshop
- Marketing of the workshop & the venue
- Day of Workshop
- Provide a light lunch, water, coffee, snacks as appropriate
- Post Workshop
- Provide two (2) meetings: no cost, no obligation, no sales pitch at the end.
- 1st meeting: Data gathering
- 2nd meeting: Review report, give advice/suggestions, answer questions.
- Provide a report on their federal benefits. Optionally, you can use Fed Navigator support services to generate the report for you.
FED PILOT RESPONSIBILITIES
- Pre-Webinar
- Registration mechanism for federal employees
- Invitation sent to them for the webinar
- Provide a pre-webinar orientation for the advisor
- Day of Webinar
- Provide webinar environment, provide attendees with a cliff notes workbook, evaluation & signup form
- Deliver 3 hours of training (you choose the schedule)
- Post Webinar
- Send advisor webinar stats
- Follow up with federal employees after webinar via email, thanking them and pointing them to the financial professional
- When a new workshopwebinar is scheduled, they will be notified and encouraged to send the invite to colleagues.
- Monthly newsletters.
FINANCIAL PROFESSIONAL RESPONSIBILITIES
- Pre-Workshop
- Day of Workshop
- Act as host and Q&A / chat moderator
- Post Workshop
- Provide two (2) meetings: no cost, no obligation, no sales pitch at the end.
- 1st meeting: Data gathering
- 2nd meeting: Review report, give advice/suggestions, answer questions.
- Provide a report on their federal benefits. Optionally, you can use Fed Navigator support services to generate the report for you.