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Financial Advisor Audit: Brand Consideration & Ad Performance – Q4 2021

April 8, 2022

Phoenix MI Financial Advisor audit shows the direct impact of your advertising on brand and business results by linking brand health to media spending, creative evaluation, and in-market performance.

“Likelihood to Consider Recommending: Using a scale from 0 to 10 where “0” is “Extremely Unlikely,” and “10” is “Extremely Likely,” please rate your overall likelihood to consider recommending the following company(s) to your clients in the next 6 months. You can base this rating on anything you know or have heard about each company.”

Brands tracked include AIG, Allianz, Ameriprise Financial, AXA / Equitable, Brighthouse Financial, Capital Groups / American Funds, Charles Schwab/Schwab Advisor Services, Fidelity/Fidelity Advisors, Goldman Sachs, Hartford Funds, Invesco, John Hancock, JP Morgan Asset Management, Lincoln Financial, MassMutual, Merrill Lynch/Bank of America, MetLife, PIMCO, Prudential, State Street, TD Ameritrade, Wells Fargo Advisors, Vanguard and Voya Financial.

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