2018 financial compensation survey - communications ... · web view2018 financial compensation...

For 1st-Year Participating SocietiesMay 10, 2018

2018 Communications Calendar

Week Communication Theme Page

5/7-11 1. The survey is coming 2

5/14-18 2. The survey is live 7

5/21-25 3. Invest in yourself 12

5/28-6/1 4. What’s your worth? 15

6/4-8 5. Last call 18

Important Notes For messaging to society members and industry professionals, you’ll find both a direct

email AND a newsletter article for each theme. If you publish your newsletter publishes less frequently, simply publish the article(s) you prefer.

You’ll receive URLs for hyperlinks (e.g., the link to the actual online questionnaire) in follow-up emails.

If you decide to send a press release or contact local media, it should come someone authorized as a media relations spokesperson for your society (e.g., your president).

If you have any questions or suggestions for improvement, please contact Mark Salter at (612) 317-2888 or email [email protected].

COMMUNICATIONS PACKAGE2018 FINANCIAL COMPENSATION

mailto:[email protected]

2018 Financial Compensation Survey Communications Package - 1st-Year Participating Societies

THEME 1: The Survey is ComingSend week of May 7-11

AUDIENCE METHOD IMPORTANCE

Society Members and Industry Professionals

Direct emailNewsletter article

EssentialEncouraged

CIOs / Employers Direct email Encouraged

Social Media LinkedInTwitter

EncouragedEncouraged

Local Media Press release or direct email Encouraged

Messaging for Society Members and Industry ProfessionalsDirect Email

Suggested subject line:

Mark your calendar - 2018 Financial Compensation Survey coming May 14orAnnouncing the Financial Compensation Survey

CFA Society [Name] is pleased to announce we will be participating in the CFA Societies Financial Compensation Survey. This is the first time since 2007 that society members and industry professionals will be able to access a unique comparison of salaries, job satisfaction, motivational factors and other industry trends within our investment and finance community.

More than 20 CFA societies across the US are participating in the 2018 project. The survey will be open to professionals throughout the investment industry, whether or not they hold the CFA® Charter, to provide a more complete picture of industry compensation levels throughout our market area and throughout the country.

Watch for the announcement later this month inviting you to participate in this highly beneficial market assessment. The survey is fully anonymous, with no identifiable data gathered. The questions have been crafted to minimize response time, while still providing meaningful insights across our industry.

All information included in this document is Proprietary and ConfidentialMay 2018


You can help to maximize response rates and provide the richest possible dataset. When you see the announcement that the survey is live, please share it with your industry colleagues and encourage them to participate.

Regards,[Name][Society Title]

Newsletter Article

Suggested headline:

Mark your calendar - 2018 Financial Compensation Survey coming May 14orAnnouncing the Financial Compensation Survey

CFA Society [Name] is pleased to announce we will be participating in the CFA Societies Financial Compensation Survey. This is the first time since 2007 that society members and industry professionals will be able to access a unique comparison of salaries, job satisfaction, motivational factors and other industry trends within our investment and finance community.

More than 20 CFA societies across the US are participating in the 2018 project. The survey will be open to professionals throughout the investment industry, whether or not they hold the CFA® Charter, to provide a more complete picture of industry compensation levels throughout our market area and throughout the country.

Watch for the announcement later this month inviting you to participate in this highly beneficial market assessment. The survey is fully anonymous, with no identifiable data gathered. The questions have been crafted to minimize response time, while still providing meaningful insights across our industry.

You can help to maximize response rates and provide the richest possible dataset. When you see the announcement that the survey is live, please share it with your industry colleagues and encourage them to participate.



CIO / Employer MessagingEmail


Announcing the Financial Compensation Survey

[Name],CFA Society [Name] is pleased to announce we will be participating in the CFA Societies Financial Compensation Survey. This is the first time since 2007 that society members and industry professionals will be able to access a unique comparison of salaries, job satisfaction, motivational factors and other industry trends within our investment and finance community.

Members of CFA Society [Name], as well as industry professionals throughout the region, are being invited to participate in this highly beneficial market assessment. The survey is fully anonymous, with no identifiable data gathered. The questions have been crafted to minimize response time, while still providing meaningful insights across our industry.

We’re asking your help to expand exposure of the survey and increase the number of qualified responses. Below my signature, you’ll find a draft message we’d like you to customize and share with your organization. Your visible support substantially increases both the credibility and success of this important undertaking.

If you have any questions or feedback, please email me directly or call me at [number].


***** DRAFT EMAIL FOR YOUR EMPLOYEES *****

Subject: Invest in yourself. Take the 2018 Financial Compensation Survey.

In our continuous effort to support your career growth, we are encouraging [all employees OR all finance and investment staff] to participate in the CFA Societies Financial Compensation Survey. This is the first time since 2007 that society members and industry professionals will be able to access a unique comparison of salaries, job satisfaction, motivational factors and other industry trends within our investment and finance community.



This brief survey is fully anonymous, and no identifiable data is gathered. In addition to our local area, financial and investment professionals in more than 20 other markets across the US also are participating, providing insight to both localized and national data on compensation levels and pay structures.

[Name][Title]

Messaging for Local MediaEmail and/or Press Release

Suggested subject line / press release headline:

Financial Compensation Survey returning to [city or state] market after 10-year hiatus

FOR IMMEDIATE RELEASE - May 14, 2018

[Name],For the first time since 2007, CFA Society [Name] will be performing market research on financial compensation levels in the [city or state] market with the launch of the 2018 Financial Compensation Survey. The data gathered from this research will provide the industry with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

I am excited to share that, in addition to our local area, financial and investment professionals in more than 20 other markets across the country also will be participating in this survey. With an estimated reach of 25,000+ financial and investment professionals in these markets, the 2018 Financial Compensation Survey will provide both localized and aggregate-level data on compensation and pay structure throughout the US.

I strongly believe the research CFA Society [Name] is undertaking aligns with the high-value articles your publication consistently delivers to the market. I welcome the opportunity to provide additional commentary on market demand for this highly sought-after data.

Regards,[Name][Society title]



[OPTIONAL - If you know you’ll be holding an event to release results]P.S. Look for an announcement late this summer for a special unveiling event at which the results from this market research will be publicly announced for the first time.

Messaging for Social MediaLinkedInComing May 14 - the 2018 Financial Compensation SurveyAfter a 10-year hiatus, The Financial Compensation Survey is returning. Your participation will provide you - and the rest of the industry - with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

In addition to our local area, financial and investment professionals in more than 20 other markets from coast to coast also will be participating this year. This broad reach will ultimately deliver to you not only localized compensation levels and pay structure for investment and financial professionals, but also aggregate-level data of your peers for the US.

The survey will go live Monday, May 14. Watch for the announcement!

TwitterThe Financial Compensation Survey returns May 14. Watch for the announcement to participate! #CFAComp18



THEME 2: The Survey is LiveSend week of May 14-18




EssentialEncouraged

CIOs / Employers Direct email Encouraged



Local Media Press release or direct email Optional



Invest in Yourself. Take the 2018 Financial Compensation Survey.

[Name],As a sought-after professional in our industry, you are personally invited to participate in CFA Society [Name]’s 2018 Financial Compensation Survey [link to survey]. This survey returns to the [city or state] market after a 10-year hiatus. Your participation will provide you - and the rest of the industry - with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

I am excited to share that, in addition to our local area, financial and investment professionals in more than 20 other markets from coast to coast also will be participating in this survey. With an estimated reach of 25,000+ financial and investment professionals in these markets, the 2018 Financial Compensation Survey will provide both localized and aggregate-level data on compensation and pay structure throughout the US.

This survey is fully anonymous, with no identifiable data gathered, and will close June 8. Research findings will be released once the analysis is completed in early fall.



To help us compile as robust a set of responses as possible, please share this survey [insert survey link] with your personal network of financial and investment professionals in the area.

Thank you in advance for adding your insight to this valuable industry resource. If you have any questions, don’t hesitate to reach out to me directly.


Newsletter Article

Suggested headline:

Invest in Yourself. Take the 2018 Financial Compensation Survey.

You and other industry professionals are invited to participate in CFA Society [Name]’s 2018 Financial Compensation Survey [link to survey]. This survey returns to the [city or state] market after a 10-year hiatus. Your participation will provide you - and the rest of the industry - with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

In addition to our local area, financial and investment professionals in more than 20 other markets from coast to coast also will be participating in this survey. With an estimated reach of 25,000+ financial and investment professionals in these markets, the 2018 Financial Compensation Survey will provide both localized and aggregate-level data on compensation and pay structure throughout the US.

This survey is fully anonymous, with no identifiable data gathered, and will close June 8. Research findings will be released once the analysis is completed in early fall.

To help us compile as robust a set of responses as possible, please share this survey [insert survey link] with your personal network of financial and investment professionals in the area.

Thank you in advance for adding your insight to this valuable industry resource.





Empower Your Employees to Invest in Themselves

[Name],CFA Society [Name] is pleased to announce that the ** 2018 Financial Compensation Survey ** is now live. This survey returns to the [city or state] market after a 10-year hiatus. The data from this research will help us provide you, your employees, and the rest of the industry with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

**[Societies – be sure to hyperlink this text with the survey URL before sending]**

I am excited to share that, in addition to our local area, financial and investment professionals in more than 20 other markets from coast to coast also will be participating in this survey. With an estimated reach of 25,000+ financial and investment professionals in these markets, the 2018 Financial Compensation Survey will provide both localized and aggregate-level data on compensation and pay structure not just for our local market but across the US.

We’re asking your help to expand exposure of the survey and increase the number of qualified responses. Below my signature, you’ll find a draft message we’d like you to customize and share with your organization. Your visible support substantially increases both the credibility and success of this important undertaking.

If you have any questions or feedback, please email me directly or call me at [number].


***** DRAFT EMAIL FOR YOUR EMPLOYEES *****

Subject: Invest in yourself. Take the 2018 Financial Compensation Survey.

In our continuous effort to support your career growth, we are encouraging [all employees OR all finance and investment staff] to participate in CFA Society [Name]’s ** 2018 Financial Compensation Survey **. This survey returns to the [city or state] market after a 10-year hiatus. The data from this research will provide a unique



comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.


This brief survey is fully anonymous, and no identifiable data is gathered. In addition to our local area, financial and investment professionals in more than 20 other markets from coast to coast also will be participating. As a result, localized compensation levels and pay structure, as well as aggregate-level data of your peers across the US, will be gathered.

[Name][Title]


Suggested subject line / press release headline:

2018 Financial Compensation Survey is Live!

[Name],To follow up on my previous email, I am pleased to inform you that CFA Society [Name] has launched the ** 2018 Financial Compensation Survey **.


To help drive additional awareness of this survey, I welcome the opportunity to discuss how this research will benefit financial professionals and organizations throughout the CFA Society [Name] region. Please email me directly with any questions or feedback about how the impact this primary research will benefit our entire financial community.


Messaging for Social MediaLinkedInInvest in yourself. Take the 2018 Financial Compensation Survey.



After a 10-year hiatus, ** The Financial Compensation Survey has returned **. Your participation will provide you - and the rest of the industry - with a unique comparison of salaries, job satisfaction, motivational factors and other industry trends in the financial and investment sectors.

**[Societies – be sure to hyperlink this text with the survey URL before posting]**

In addition to the [city or state] market, financial and investment professionals in more than 20 other markets from coast to coast also will be participating in this survey. With an estimated reach of 25,000+ financial and investment professionals in these markets, the 2018 Financial Compensation Survey will provide both localized and aggregate-level data on compensation and pay structure not just for our local area but beyond.

TwitterThe Financial Compensation Survey is back. See how you stack up against the industry. [bitly link] #CFAComp18



THEME 3: Invest in YourselfSend week of May 21-25




EssentialEncouraged

CIOs / Employers Direct email Optional






Should you ask for a salary increase?

How do you compare? Take the 2018 Financial Compensation Survey to find out.

If you haven’t completed the 2018 Financial Compensation Survey [hyperlink] yet, now is your chance. Help us provide you with valuable insight into compensation levels and pay structure for investment and financial professionals in your area. Your participation in this survey could be the best career investment you make this year.

Time is money. What if five minutes of your time could lead to an increase to your salary?

To all the financial and investment professionals in our area who already have completed the 2018 Financial Compensation Survey, I thank you. Your commitment to strengthening our community and industry is greatly appreciated.




Newsletter Article

Suggested headline:

Should you ask for a salary increase?

Subhead (optional):How do you compare? Take the 2018 Financial Compensation Survey to find out.

If you haven’t completed the 2018 Financial Compensation Survey [hyperlink] yet, now is your chance. Help us provide you with valuable insight into compensation levels and pay structure for investment and financial professionals in your area. Your participation in this survey could be the best career investment you make this year.

Time is money. What if five minutes of your time could lead to an increase to your salary?

If you have already completed the survey, thank you.


Optional


Optional

Messaging for Social MediaSee below

LinkedInTime is money. What if five minutes of your time could lead to an increase to your salary? Take the 2018 Financial Compensation Survey to help us provide you with valuable insight into compensation levels and pay structure for investment and financial professionals in your



area. Your participation in this survey could become the best investment you make to your career all year.

TwitterShould you ask for a salary increase? Take 5 minutes to see how you stack up against the industry. [bitly link] #CFAComp18



THEME 4: What’s Your Worth?Send week of May 28 - June 1




EssentialEncouraged







What’s your worth?

Are you fairly compensated? Take the 2018 Financial Compensation Survey to find out.

Research on compensation levels performed in 2015 found approximately 70% of financial professionals believed they were fairly compensated. What about you? Do you know?

To find out, complete this anonymous survey today by clicking here [insert survey hyperlink], and join thousands of other financial and investment professionals from coast to coast who are committed to understanding their worth compared to the rest of the market.





Newsletter Article

Suggested headline:

What’s your worth?

Subhead (optional):Are you fairly compensated? Take the 2018 Financial Compensation Survey to find out.

Research on compensation levels performed in 2015 found approximately 70% of financial professionals believed they were fairly compensated. What about you? Do you know?

To find out, complete this anonymous survey today by clicking here [insert survey hyperlink], and join thousands of other financial and investment professionals from coast to coast who are committed to understanding their worth compared to the rest of the market.

If you have already completed the survey, thank you.


Optional


Optional



Messaging for Social Media

LinkedInWhat’s Your Worth?Research performed in 2015 found 70% of financial professionals believed they were fairly compensated. What about you? Do you know if you’re fairly compensated?

To find out, take the 2018 Financial Compensation Survey [insert survey hyperlink] and join thousands of financial and investment professionals who are committed to understanding their worth compared to the rest of the market.

TwitterWhat’s your worth? Find out if you’re fairly compensated [bitly link] #CFAComp18



THEME 5: Last CallSend no later than Wednesday, June 6 unless the closing date is extended




EssentialEncouraged







Are you making as much as your peers? Last chance to find out.

The deadline to participate in the 2018 Financial Compensation Survey [hyperlink] is 4:00pm [TIME ZONE] Friday. If you’re serious about knowing how your compensation compares with the rest of the market, take five minutes and help build a rich compensation dataset for our industry.

Every response matters. We need a minimum number of responses for each slice of the data to produce meaningful results while maintaining anonymity. Sometimes, all it takes is one more response - yours - to reach that threshold. You do make a difference.





Newsletter Article

Suggested headline:

Are you making as much as your peers? Last chance to find out.

The deadline to participate in the 2018 Financial Compensation Survey [hyperlink] is 4:00pm [TIME ZONE] Friday. If you’re serious about knowing how your compensation compares to the rest of the market, take five minutes and help us build as rich of a dataset as possible. When the survey closes, the numbers will be crunched and findings will be disseminated once the analysis is completed this fall.

Every response matters. We need a minimum number of responses so that each slice of the data can produce meaningful results while maintaining anonymity. Sometimes, all it takes is one more response - yours - to reach that threshold. You do make a difference.

Thank you to all the financial and investment professionals in our area who already have completed the 2018 Financial Compensation Survey. Your commitment to strengthening our community and industry is greatly appreciated.


Optional


Optional

Messaging for Social MediaLinkedInAre you making as much as your peers? Last chance to find out.The deadline to participate in the 2018 Financial Compensation Survey is 4:00pm [TIME ZONE] Friday. If you are serious about knowing how your compensation compares to the rest of the market, take five minutes and help us build as rich a dataset as possible.



Every response matters. We need a minimum number of responses so that each slice of the data can produce meaningful results while maintaining anonymity. Sometimes, all it takes is one more response - yours - to reach that threshold. You do make a difference.

[insert survey link]

TwitterDo you make as much as your peers? [bitly link]. Deadline to find out is 4pm Friday. Every response matters. #CFAComp18


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