Mutual Trust Marketing & Communications Dashboard

24 November 2025

Website visits

12,000 +13%

Last month

Website engagement

49 seconds +4.7%

Last month

Purpose of wealth
paper downloads

7,433 +32%

Last quarter

LinkedIn followers

5,667 +4.7%

Proposals & pursuits (FY to date)

49

Media mentions (from July 2023)

30 +4.7%

Client communications

  • Corporate
  • Events
  • Purpose of Wealth
  • Wealth comms
  • Trustee
  • Engagement rate

65%

Engagement rate
(FY to date)

22

Communications
(FY to date)

Client events

FY to date

  • Mutual Trust hosted
  • Lead generation

22

Total number of events

55 last year

Net promoter score*

4.4

Client satisfaction rating

37

Events: prospect vs retention

  • Prospects
  • Retention
  • MT reps
  • Cross sell opportunity
  • Prospect target

205

Total guests (FY to date)