Advocis Case Study

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%