Your firm's online presence may be saying something you never intended.
The Digital Perception Audit is a 10-question governance exercise. It maps what exists under your name across every digital surface and helps you assess whether that signal reflects a deliberate choice or an oversight.
Before any meeting, your prospective client has already looked you up.
What they found formed an opinion.
Most firms have never seriously examined what that opinion might be.
This audit is where that examination starts.
What the audit covers
Presence
What surfaces when someone searches your firm, your partners, or your key principals. What exists, what is absent, and what was built without your knowledge or intent.
Generational fit
Whether your digital presence speaks to the generation that is currently evaluating, inheriting, and making decisions — or to one that no longer holds that position.
Consistency
Whether your message is coherent across every touchpoint: your website, LinkedIn, third-party mentions, AI-generated results. Or whether the gaps create doubt before a single conversation takes place.
Governance
Whether anyone in your firm is formally responsible for what the institution communicates online. And when that responsibility was last acted on.
What happens after the audit
Based on your responses, you receive a diagnostic by email. It outlines your current exposure level and identifies the priority areas that need attention.
This is not a generic scorecard. It reflects your specific situation — shaped by what you actually observed while working through the questions.
3 RESULT LEVELS
01
Solid Foundation
Your firm has a coherent, well-governed presence. The focus now is refinement and depth.
02
Meaningful gaps
The instincts are sound but the blind spots are real. A more structured approach to digital governance would materially strengthen your position.
03
Unmanaged presence
Your firm's digital signal is largely operating without oversight. The time to act is before the situation becomes urgent.
Why this audit exists ?
These questions came out of the work I do with family offices and wealth management firms. The pattern I kept seeing was consistent: institutions that were highly disciplined on the financial and legal side had left their digital narrative completely unmanaged.
The audit is how I start every new client engagement. I make it freely available because understanding your own situation clearly is the prerequisite for any decision about what to do next.
Nicole Booth Founder, Rise Digital
If the audit raises questions worth exploring.
The first conversation is free. Thirty minutes. No commitment.
The only objective is to understand where your firm currently stands, and whether what I do is the right fit for what you need.
Confidential — no obligation
FAQ
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A Digital Perception Audit is a structured review of what exists under your firm's name across all digital surfaces — search results, LinkedIn, third-party mentions, and AI-generated responses. It assesses whether your online presence reflects your intended positioning and identifies governance gaps.
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It is designed for family offices, wealth management firms, and private client advisors who want to understand what prospective clients see when they search for them online — and whether that signal is coherent, current, and intentional.
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The audit consists of 10 questions and takes approximately 10 minutes to complete.
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You receive a personalised diagnostic by email outlining your current exposure level, the key gaps identified, and the priority areas to address. It is specific to your responses, not a generic report.
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Yes. The Digital Perception Audit is entirely free, with no commitment required.