The library · Financial advice firms · LinkedIn and social

Announce an award or milestone

Chartered status, new qualifications, adviser awards and funds under advice milestones are the usual news. Readers care when it means better advice or service for them.

The prompt
I work in marketing at a financial advice firm. Help me announce an award, hire or milestone without sounding smug.

Context: Chartered status, new qualifications, adviser awards and funds under advice milestones are the usual news. Readers care when it means better advice or service for them.

Before you start, ask me for anything missing from this list:
- The news
- Who made it happen
- Why a client would care

Then:
1. Lead with what it means for clients.
2. Credit named people.
3. Keep it under 120 words.

Give me:
- The post
- A one-line version

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:
- The exact name and year of the award or accreditation
- Permission to use the awarding body's wording or logo
- Any funds under advice or client number figure quoted

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

Check before this goes out

  • The exact name and year of the award or accreditation
  • Permission to use the awarding body's wording or logo
  • Any funds under advice or client number figure quoted

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

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