The library · Financial advice firms · Events and press

Pitch a journalist

Journalists want a qualified adviser who can explain a Budget measure or a rate change the same day, with a real example of what it means for a household.

The prompt
I work in marketing at a financial advice firm. Help me pitch a story or comment to a journalist.

Context: Journalists want a qualified adviser who can explain a Budget measure or a rate change the same day, with a real example of what it means for a household.

Before you start, ask me for anything missing from this list:
- The story or the news we can comment on
- Who would speak and why they are qualified
- The publication

Then:
1. Say why this matters to their readers now.
2. Offer a named person and when they are free.
3. Keep it under 120 words.

Give me:
- The pitch
- Three comment lines the journalist could quote, marked for approval

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Comment lines that could read as a tip or a market forecast
- That the adviser is cleared by the firm to speak to press
- Figures in any worked example, checked by the adviser

Paste it into Claude, ChatGPT, Gemini or Copilot. It will ask you for what it needs.

Check before this goes out

  • Comment lines that could read as a tip or a market forecast
  • That the adviser is cleared by the firm to speak to press
  • Figures in any worked example, checked by the adviser

The prompt gives you a first draft. Someone qualified still approves anything a client will read.

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