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Phoenix Financial Advisor Brand and Advertising Audit

Our 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.

Using unrivaled advertising databases, built since October 2008 and boasting hundreds of thousands of in-market ad evaluations, our Financial Advisor audit focuses on financial investment and insurance companies including their brands, products, services and advertising (auto and home insurance not included.)

This large-scale quarterly study reaches over 2,400 Financial Advisors each year and provides brands that sell their products through Advisors with unparalleled insights into the resonance of their advertising, the stature of their brand, and their association with various financial wellness product types — from Mutual Funds, ETFs, and Defined Contribution Plans to Annuities, Life and Disability Insurance.

A partial list of brands tracked include AIG, Allianz, Ameriprise Financial, AXA / Equitable, Brighthouse Financial, Charles Schwab/Schwab Advisor Services, Fidelity/Fidelity Advisors, Goldman Sachs, Invesco, John Hancock, JP Morgan Asset Management, Lincoln Financial, MassMutual, Merrill Lynch/Bank of America, MetLife, Prudential, TD Ameritrade, Wells Fargo Advisors, Vanguard and Voya Financial.


Did you know? For more than 15 years, Phoenix MI has been conducting other large-scale “Audits” of advertising and brand performance in the retirement services, investment services, and property & casualty insurance sectors.

Our custom research group utilizes innovative research techniques to address specific client needs for one-time and long-term tracking of marketing issues and opportunities. This approach, coupled with our extensive experience in virtually all financial service business categories, provides unmatched marketing benefits for our clients. We are able to provide industry-specific models and unique, custom analytics because of our rich, historical databases which are the foundation of our highly customized approach aimed at helping you make the right decisions at the right time.

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Our retention rates and lengths of engagement reflect our unwavering focus on surprising and delighting each and every customer, each and every time.