Mutual Trust Marketing Dashboard

Website visits

1,925
+4.5%

May 2026

Website engagement

46
sec
+15%

April 2026

The Purpose of Wealth
podcast downloads

11.3k
+14.3%

Last month

LinkedIn followers

6,418
+11%

April 2025

Media mentions
(from July 2023)

38
+11%

Last month

Client communications

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

66.77%

Engagement rate
(FY to date)

150

Communications
(FY to date)

Client events

FY to date

  • Mutual Trust hosted
  • Lead generation

36

58 last year

Total number of events

Events: prospect vs retention

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

628

Total guests
(FY to date)

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