Mutual Trust Marketing Dashboard

Website visits

1,925
+4.5%

Quarterly

Website engagement

46
sec
+15%

Quarterly

The Purpose of Wealth
podcast downloads

13k
+7%

Life time

LinkedIn followers

6,846
+6.3%

Quarterly

Media mentions

39

Life time

Client communications

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

68.74

Engagement rate
(FY to date)

18

Communications
(FY to date)

Client events

FY to date

    4

    Mutual Trust hosted

    5

    External lead generation

    9

    Total number of events

    44 events in previous FY

    Events: prospect vs retention

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

    207

    Total guests
    (FY to date)

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