The Signal Scan

10 questions. 4 minutes. A self-assessment of your firm's governance, next-gen communication fit, and infrastructure readiness.

SECTION 1 — GOVERNANCE

What signals your firm is currently sending.

If someone searched your firm's name today, what would they find?
(Select one)

If someone searched your firm's name today, what would they find?(Select one)

A

Nothing of substance

B

A basic website with minimal content

C

A website with some published material

D

A structured digital presence with consistent messaging

Who currently controls your firm's digital narrative? (Select one)

A

We are not sure

B

Third-party platforms and search results

C

Partially us, partially external sources

D

We own it deliberately

Does your firm treat digital presence as a governance matter or a marketing matter?(Select one)

A

We do not treat is as either

B

Marketing

C

Somewhere between the two

D

Governance

SECTION 2 — NEXT-GEN FIT

How your communication maps against what the next generation now evaluates.

If a next-generation principal evaluated your firm digitally before a first meeting, what would they conclude?
(Select one)

If a next-generation principal evaluated your firm digitally before a first meeting, what would they conclude?(Select one)

A

They would find very little

B

They might question our current relevance

C

They would find something but it would feel dated

D

They would find a coherent, current picture of who we are

How frequently does your firm currently publish or communicate externally? (Select one)

A

We do not publish externally

B

Occasionally, with no set schedule

C

A few times a year, reactively

D

Regularly, with a deliberate cadence

Has your firm assessed how AI tools and search results represent you to someone researching your firm independently? (Select one)

A

No

B

We are aware of it but have not assessed it

C

We have looked at it informally

D

Yes, we review and manage it deliberately

Does your firm's online presence make your values, approach, and track record visible to someone who does not know you? (Select one)

A

No

B

Partially, but it requires effort to find

C

To some extent, but inconsistently

D

Yes, clearly and deliberately

SECTION 3 — INFRASTRUCTURE READINESS

Whether your firm has the capability to close the gaps.

Does your firm currently have the processes or capability to communicate at the frequency next-gen clients expect?
(Select one)

Does your firm currently have the processes or capability to communicate at the frequency next-gen clients expect?(Select one)

A

No

B

We have some tools but no structured process

C

We have a process but it manual and inconsistent

D

Yes, we have a structured workflow in place

Does your firm have a documented tone of voice, messaging framework, or communication standard? (Select one)

A

No

B

It exists informally, in people's heads

C

It has been discussed but not documented

D

Yes, documented and applied consistently

What is the primary reason you are thinking about your firm's communication to next-gen audiences now?
(Select one)

What is the primary reason you are thinking about your firm's communication to next-gen audiences now?(Select one)

A

Actively preparing for generational transition

B

A specific incident or perception concern

C

A strategic review or planning process

D

A senior leader has raised it internally