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Case study summary

The Goal

TRANSFORM CETERA FINANCIAL'S ANNUAL CONFERENCE FROM GOOD TO EXCEPTIONAL BY ELEVATING EXPERIENCED SPEAKERS TO WORLD-CLASS PRESENTATION EXCELLENCE. MOVE FROM COMPETENT BUT UNREMARKABLE DELIVERY TO DYNAMIC, ENGAGING PRESENTATIONS THAT GENERATE RAVE REVIEWS AND MEASURABLE AUDIENCE IMPACT.

KEY PLAYERS

CETERA FINANCIAL'S EXECUTIVE SPEAKERS AND INDUSTRY LEADERS—EXPERIENCED PROFESSIONALS RESPONSIBLE FOR DELIVERING KEYNOTES AND PANEL DISCUSSIONS TO STAKEHOLDERS AND COMPANY EXECUTIVES AT THEIR FLAGSHIP ANNUAL CONFERENCE. THESE ACCOMPLISHED EXECUTIVES NEEDED TO EVOLVE FROM COMPETENT PRESENTERS INTO CAPTIVATING SPEAKERS WHO COULD TRANSFORM DATA-HEAVY FINANCIAL CONTENT INTO COMPELLING, MEMORABLE EXPERIENCES.

CORE CHALLENGES

EXPERIENCE WASN'T TRANSLATING INTO EXCEPTIONAL PRESENTATION IMPACT. DESPITE SEASONED SPEAKING BACKGROUNDS AND EXECUTIVE-LEVEL EXPERTISE, PRESENTATIONS WERE FALLING SHORT OF THE COMPANY'S VISION FOR CONFERENCE EXCELLENCE. WITHOUT ADVANCED PRESENTATION TECHNIQUES, VALUABLE FINANCIAL INSIGHTS WEREN'T ACHIEVING THE ENGAGEMENT AND INFLUENCE NEEDED TO ELEVATE THEIR EVENT TO SALESFORCE LEVEL STANDARDS.

THE OUTCOME

CETERA FINANCIAL NOW HOSTS THEIR BEST CONFERENCE EVER, WITH MEASURABLE PROOF OF TRANSFORMATION. THEIR SPEAKERS CONSISTENTLY DELIVER PRESENTATIONS THAT GENERATE EXCEPTIONAL AUDIENCE ENGAGEMENT, UNDERSTANDING, AND TAKEAWAYS. THE ENHANCED PRESENTATION SKILLS HAVE NOT ONLY ELEVATED CONFERENCE QUALITY BUT ALSO BOOSTED SPEAKER CONFIDENCE AND ENTHUSIASM FOR FUTURE EVENTS.

The Plan

ELEVATING EXPERIENCED SPEAKERS

TRANSFORMING DATA-HEAVY CONTENT

CREATING CONSISTENT EXCELLENCE

BUILDING SUSTAINABLE CONFIDENCE

OUR APPROACH

PHASES

Moxie's customized program helped Cetera Financial transform their experienced speakers into world-class presenters who deliver consistently exceptional conference experiences.

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4 CONDUCT SPEAKER ASSESSMENT

The program began with comprehensive evaluation of each speaker's current capabilities, style, and development needs. Through detailed interviews and performance analysis, teams identified specific improvement opportunities and created personalized development plans for maximum impact.
Speakers learned advanced techniques for crafting compelling messaging and narratives from complex financial data. They practiced transforming dense information into engaging audience journeys while developing PowerPoint slides that support rather than overshadow their presentations.
The final phase included intensive on-site practice with expert feedback and real-time adjustments. Speakers refined their presentations through deliberate practice, ensuring peak performance and confidence for the actual conference delivery.
Throughout all phases, one-on-one sessions addressed individual speaker needs and challenges. This personalized approach ensured each executive received targeted development while contributing to overall conference excellence and consistency.

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BREAKTHROUGH MOMENTS

RESULTS

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CETERA FINANCIAL NOW DELIVERS THEIR BEST CONFERENCE EVER WITH MEASURABLE PROOF OF TRANSFORMATION. AUDIENCE SURVEYS REACHED RECORD HIGHS ACROSS ALL KEY METRICS INCLUDING ENGAGEMENT, UNDERSTANDING, PRESENTATION QUALITY, SPEAKER CONSISTENCY, AND TAKEAWAY VALUE, DEMONSTRATING HOW ADVANCED PRESENTATION SKILLS DIRECTLY IMPACT EVENT SUCCESS.

BREAKTHROUGH MOMENTS

RESULTS

02

ENHANCED CONTENT CREATION AND DELIVERY TECHNIQUES HAVE REVOLUTIONIZED HOW COMPLEX FINANCIAL INFORMATION CONNECTS WITH AUDIENCES. SPEAKERS CONSISTENTLY TRANSFORM DATA-HEAVY CONTENT INTO COMPELLING NARRATIVES THAT DRIVE BOTH COMPREHENSION AND ACTION, PROVING THAT TECHNICAL EXPERTISE COMBINED WITH PRESENTATION EXCELLENCE CREATES POWERFUL BUSINESS IMPACT.

BREAKTHROUGH MOMENTS

RESULTS

03

INDIVIDUAL SPEAKER DEVELOPMENT HAS CREATED SUSTAINABLE CONFIDENCE AND ENTHUSIASM THAT EXTENDS FAR BEYOND THE ANNUAL CONFERENCE. ALL EXECUTIVES REPORTED GAINING EYE-OPENING UNDERSTANDING OF PRESENTATION EXCELLENCE THEY HADN'T POSSESSED DESPITE YEARS OF SPEAKING EXPERIENCE, DEMONSTRATING THE TRANSFORMATIVE POWER OF SPECIALIZED TRAINING.

BREAKTHROUGH MOMENTS

RESULTS

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THE IMPACT EXTENDS BEYOND INDIVIDUAL PRESENTATIONS—CETERA FINANCIAL HAS ESTABLISHED A NEW STANDARD OF CONFERENCE EXCELLENCE THAT ELEVATES THEIR ENTIRE CORPORATE BRAND, FROM ENHANCED STAKEHOLDER RELATIONSHIPS TO IMPROVED INDUSTRY REPUTATION AND STRONGER BUSINESS OUTCOMES THROUGH CONSISTENTLY SUPERIOR EVENT EXPERIENCES.

MOXIE INSTITUTE SERVICES

OUR IMPACT ON CETERA

Our customized speaker development program successfully empowered Cetera Financial to:

TURN DATA INTO ENGAGING PRESENTATIONS

CREATE CONSISTENT SPEAKER EXCELLENCE

BUILD SUSTAINABLE CONFIDENCE

SEE WHAT OUR CLIENTS SAY

"WE CAN'T THANK YOU ENOUGH!"
Vice President Advisor Experience, Cetera Financial Group, Inc.
Elyssa Lamoureux
“Moxie, you’re amazing and we are so thankful for your team’s time and talent helping us prepare. Our speakers are so prepared, poised and polished for our conference...and we are so thankful. In fact, our CMO's sessions are so AMAZING that his sessions are literally overflowing with people sitting in the aisle! Thanks to your coaching. We can't thank you enough!”
"OPENED MY EYES"
Senior Vice President of Information Technology, Special Olympics
Lonnie Snyder
“I gave my talk this morning to our Global Leadership Team. This is the first time I’ve ever given a talk without text or bullet points on slides and I noted that our CEO had printed the slides in color and took notes as I was talking. This was the first time I’ve been able to watch a room and saw everyone actually paying attention. I’ve received really good feedback so far. I can’t tell you how much I’ve appreciated the Masterclass and how much I’ve been pushed out of my comfort zone. Thanks again for everything. The Masterclass and what I’ve learned was better than receiving a $10,000 raise.”
"AMAZING KNOWLEDGE"
Director, Business Development at Carlson Wagonlit Travel
Gayle Donaghue
“I just wanted to send a quick note to say THANKS SO MUCH for sharing all your amazing knowledge and talent with me (and the CWT team). I did learn a lot and look forward to using the MOXIE Method in all my presentations moving forward. And thank you for stopping the death by PowerPoint madness!”
"TRULY INCREDIBLE"
UST Global, Vice President
Niranjan Ram
“It is truly incredible how effective your insights are in helping me have an impactful presentation. Thank you for another great session!”
"I WILL SING YOUR PRAISES"
VP of Global Medical Affairs, Accufocus
Yari Mitchell
“Team Moxie, I will sing your praises to any and all who will listen. I recently received an award for Industry Rising Star and I am certain your help with my presentation skills and actual slides helped burst me onto the scene. So THANK YOU! I felt like I was like the Academy Awards. So awesome!”