Advocis Case Study

Advocis
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).
  • Result:
    • 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%