Instructions for Your - QFP Designation Usage Grant

  1. Edit the Copy.  We suggest you do not make the text for "Local Financial Planner Awarded Designation" much longer - or it may not be used.  You should remove the last sentence if you do not offer a free initial consultation. 
  1. Add Local Address.  Place your firm name, address, website and phone number below that of IAQFP at the bottom of the Release.  Below that you might type: "____________ is available as an information resource, or for an interview, on topics of Financial Planning."
  1. Prepare a Media List.  This should include daily newspapers (in care of the business editor), weekly newspapers, local business journals, radio stations, TV and cable stations.  You should also add area Chambers of Commerce and other business groups.
  1. Consider Including a Photo.  Most locations can use either a color or monochrome photo.  Do not expect the photo to be returned.  Many will not use the photo - but some might.  Why send a photo to a radio station?  They might invite you in for an interview.
  1. Additional Recipients.  You can also send the News Release without photo, to all your clients.  You could simply add your photo on the version sent to clients by inserting it electronically at the top or bottom.  Also send your News releases to any professionals that you have had contact with, such as attorneys, accountants, trust officers, realtors and commercial bankers.
  1. Future Contact.  Be sure to save your media list for a subsequent mailing. 
  1. Additional News Release.  This next release "Professional Financial Planning Advice an Imperative!" can be edited with reference to a local event of an economic nature or coordinated with some program.  Send this one in about 60-90 days to refresh their memory of you.  One of the important aspects of media relations is repetition.  We suggest you plan to send some form of News Release to the media and centers of influence quarterly.
  1. Schedule Future News Releases.  Mark your Contact Manager to send a topical News Release to your media list every 90 days.