Tool 02 · Digital Footprint (Social Media)

What Do Prospects See
Before You Say A Word?

89% of prospects research you online before scheduling — and 67% eliminate advisors on digital signals alone. Answer honestly across six dimensions and get your Footprint Score, your weakest dimension, and your highest-risk finding. Nothing leaves this page.

Dimension 1 / 6 · Presence
Where are you findable?
Select every platform where you have a professional presence (even a dusty one).
LinkedIn
Google Business
X / Twitter
Facebook
Instagram
YouTube
Advisor directories
Dimension 2 / 6 · Cadence
When did you last post professionally?
On your most active platform. The field benchmark: a 3-week gap was enough to lose a real prospect to a competitor who posted weekly.
Within 7 days
1–3 weeks ago
1–3 months ago
Longer / can't remember
Dimension 3 / 6 · Consistency
Same name, photo, credentials — everywhere?
AI engines and prospects both build an identity graph from your profiles. Mismatched names, old photos, or different bios fracture it.
Identical everywhere
Mostly — minor drift
Honestly, it varies
Never checked
Dimension 4 / 6 · Content
What does your last 90 days of content look like?
The mix that wins clients: mostly educational, some personal, minimal promotion.
Regular educational content
Occasional posts, mixed
Mostly reshares / promos
No content in 90 days
Dimension 5 / 6 · Compliance
Is your business social media archived?
US: FINRA requires 3-year archiving of business social content — posts, comments, even DMs. If a regulator asked tomorrow, what would you send?
Yes — dedicated archiving solution
Partially / manual screenshots
No / didn't know I needed to
Dimension 6 / 6 · Benchmark
Do you know how your presence compares to local peers?
Prospects compare you side-by-side whether you do or not.
Yes — I track 2–3 peers
Roughly aware
No idea
Your Result
Footprint Score
0 /100
Advisors who win clients from social typically score 70+

Findings — highest risk first
The full audit looks at what you actually posted.
The Mentatics Digital Footprint Audit reviews your real 90-day content, flags compliance risks line by line, benchmarks 3 named local peers, and hands you a prioritized fix list. From €299 — or bundled with the AI Visibility Audit from €699.
Book the full audit →
Self-assessment for orientation only. Compliance notes are general information, not legal advice — archiving and communication rules differ by jurisdiction (FINRA/SEC in the US; WpHG/MaComp context in Germany) and registration type. No data leaves this page. © 2026 Mentatics.