Active Advocacy: A Powerful PR Tool

Transcription

1 Active Advocacy: A Powerful PR Tool Government Relations 1

2 Government Relations Advancing the Profession Government Relations Growing FPA Awareness Advancing the Profession Government Relations Growing FPA Awareness Advancing the Profession Building Relationships 2

3 Yes. FPA D.C. Advocacy Day How to Conduct a meeting: Getting to know your State Officials and Regulators. The Magic State of Michigan Meetings have a specific rhythm The constituent leads off Each person has a role We keep it positive Be concrete and memorable Bring it back home FPA of Michigan 3

4 During the Meeting: FPA, You, and the Issue Always Start at the Top Your legislators and staff probably aren t experts on these issues like you are. Consider this to be an opportunity to educate someone about your profession. Avoid jargon and be concrete. Imagine you are talking with a new client who doesn t know about financial planners. If there is a constituent in the room he/she always leads off. No acronyms today! TIP: Make the talk snappy and concrete. Intro yourself (30 seconds), FPA of Michigan 534 members, 52,0240 households, $23B economic base (1 minute), What is a financial planner? They may not know (2 minutes) Fiduciary, Oppose Taxation of Financial Planning Services (be concrete, persuasive and use examples (3 minutes ) Pro Bono work done in Michigan (someone who does it) Wrap Up How can we help you and be a resource? (1 minute) Thank you and Photo! Let s Go! FPA of Wisconsin Get into small groups of 5-7 people Assign Roles: Constituent (opener) FPA Intro FPA Values Issue Bro Bono Closer/Photo Roll-play a five-minute meeting Generating awareness of your chapter s advocacy work. 4

5 Advocacy in FPA is Government relations Advancing the profession Growing FPA awareness Building relationships Public and media relations Community outreach Pro bono activities Marketing and social media} ADVOCACY To be effective in advocacy, you need to understand what it means to be an advocate. ad vo cate noun /ˈadvəkət/ 1. a person who publicly supports or recommends a particular cause or policy. she was an untiring advocate of financial planning Synonyms: champion, upholder, supporter, backer, promoter, proponent, exponent, spokesman, spokeswoman, spokesperson, campaigner, fighter, crusader 5

6 As FPA leaders, members and staff we are ALL champions for Our community (FPA and our chapters) The profession of financial planning The important role financial planners play in the lives of their clients The public Legislative and policy measures The CFP marks What it takes to be an advocate (champion) An understanding of central messages Ability to have a conversation Persistence and patience Passion and conviction Willingness to drive awareness! Driving Awareness Public relations and media outreach Social media Chapter communications Digital communications 6

7 Driving Awareness (State Advocacy Day) Pre-event release Post event release Social media throughout event Hashtag Encourage participation Leverage chapter communications Before, during and after Photos and videos Driving Awareness Putting it ALL Together 7

8 Community Impact Report Place a completed version on the chapter website Press release highlighting successes Leverage in partner meetings (companies and media) Social media Member and nonmember communications Imagine a national CIR effort by all chapters (national campaign) In the closing minutes In small groups, consider the Community Impact Report and brainstorm ways you think your chapter could put it into action and leverage it. What additional support from FPA would you need to maximize the potential of a Community Impact Report? A parting thought. 8