Advocis Case Study
Advocis – The Financial Advisors Association of Canada
The TrendSight Group’s Marketing to Women Solution
- About the Company: The Financial Advisors Association of Canada provides a platform of knowledge, advocacy, community and protection enhancing the professionalism of financial advisors and planners in the best interest of the consumer.
- Situation: Advocis needed an educational and entertaining presentation to introduce members to Women’s Market opportunity.
- Marti’s Role: delivered keynote address at Annual Conference (Approx 1,200 – 1,500 in audience).
- Rated one of top 3 speakers at entire 40-speaker conference
- Top Keynote rating among 7 Keynote presenters
- Rated “Excellent” or “Very Good”
- Presentation Content 71% – 93%
- Overall Performance 69% – 96%
- Knowledge of topics 82% – 100%
- Ability to present topics 76% – 95%