Diana Oddi
AdvisorStream has been instrumental in helping our advisors grow their business with everything they need to communicate and educate clients, while establishing their credibility as thought-leaders.
Diana Oddi
Director, Marketing and Practice Management Mandeville Private Clint Inc.

Challenge

A massive $700B wealth transfer is underway, yet 88% of heirs leave their parents' advisor.

Younger investors expect digital, transparent, and personalized experiences. Mandeville needed a way to help advisors stay relevant, retain assets, and engage the next generation. 

Advisors face a major challenge in staying top-of-mind with clients during this critical wealth transfer.

Traditional touchpoints aren’t enough to consistently engage clients or uncover life changes that impact financial planning.

Mandeville needed a way to build stronger relationships, maintain regular communication, and ensure every interaction was compliant and timely.

Without a streamlined approach, valuable opportunities to deepen client connections and retain the next generation were at risk.

 

Statistics icon
88% of heirs do not use their parents' advisor
(BNY Mellon, 2020)

Solution

Mandeville partnered with AdvisorStream, the leading digital marketing platform for wealth firms, to equip advisors with tools that:

  • Keep clients engaged with regular newsletters, social posts, and nurturing campaigns
  • Build trust and credibility with legally licensed publisher content (including French-language articles)
  • Create a consistent, branded experience across all client touchpoints
  • Help clients reach out with important life updates
  • Make compliance easy with pre-approved content ready to publish

Mandeville's Results

+89% higher open rate than industry average

+100% higher click-through rate than the industry average

75% of leads generated through social media

80% of adoption across the Mandeville network