Mutual Trust Marketing & Communications Dashboard

Website visits

6,115
+22.3%

Last month

Website engagement

40
seconds
+20%

Last month

The Purpose of Wealth
podcast downloads

9,886
+15.6%

FY to date

LinkedIn followers

6,061
+4.5%

Proposals & pursuits
(FY to date)

44

Last quarter

Media mentions
(from )

34
0%

Last quarter

Client communications

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

66.19%

Engagement rate
(FY to date)

113

Communications
(FY to date)

Client events

FY to date

  • Mutual Trust hosted
  • Lead generation

28

Total number of events

58 last year

Net promoter score*

4.5

37

Events: prospect vs retention

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

343

Total guests
(FY to date)

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