How it works
MyNextAdvice supercharges your growth by helping you collect client feedback. We turn the feedback into actionable insights. You use the insights to make smarter decisions.
Invite your clients to provide feedback
- Select a survey template
- Upload a client list
- Finalise the survey invitation
Clients complete the survey in <5 minutes
Clients quickly complete the survey online using any device. No personal or financial data is captured.
Review results in real-time
A suite of automated reports show how you are performing across a range of critical growth drivers. Real-time results enable you to take immediate action on issues and opportunities.
Grow your practice
Our inbuilt smart tools will enable you to:
- Improve client retention
- Identify referral opportunities
- Predict future profitability;
- Calculate practice and client portfolio valuations.
Automate lead generation
We will automatically connect you with qualified leads based on your performance. No need to totally rely on referrals which can be time consuming and hit and miss.
How often should I survey my clients?
If you’re surveying your clients for the first time, or it has been a long time since you last surveyed them (12-18 months+), we recommend surveying all your clients to give yourself a benchmark to start with.
After that, we recommend sending surveys to each of your clients within 2-3 weeks of a review (or other major interactions with them). This ensures your interaction is fresh in their mind, and they are better able to provide you with authentic feedback. Regularly surveying your clients demonstrates you are serious about tapping in to their views. It also allows you to quickly close the loop on any issues that arise.
Is there a limit to how many surveys and invitations I can send?
No. We do not put any limitations on how many times you can survey your clients, the number of invitations you can send out, or how many survey responses you can receive each month. This gives you the flexibility to use the service in a way that best suits your business.
There are no limits because MyNextAdvice has been designed to genuinely help you grow your practice. Quantity and consistency should be important to your decision making, and you’ll see the best results if you use our service regularly, across your entire client base. This provides you with the best opportunity to generate accurate insights and make decisions based on accurate data.
You’re in the business of numbers, so you understand that a larger quantity of data offers a more statistically meaningful result.
Can I create my own surveys?
Unfortunately not. MyNextAdvice is underpinned by intellectual property that guides you through the process of making the best possible decisions about your client relationships. If you prefer the freedom to design your own survey, there are other services available. They don’t offer the unique value that MyNextAdvice can deliver.
That said, we are constantly seeking feedback from users and reviewing for improvements. Once you start using the service we welcome your feedback to see if we can improve it in some way.
Can I create my own reports?
Yes. While we automatically provide a suite of very useful reports, MyNextAdvice has a data extraction function that enables users to quickly download a CSV file of all survey data (from initial use through to the latest survey results) so you can manipulate the data in any way you like togenerate bespoke reports.
This data can be downloaded at any time your account is active.
We have used MyNextAdvice over the last 12 months to gain valuable feedback from our clients regarding our services. The process of surveying our clients is very simple and effective and we’ve been pleasantly surprised by the number of clients who have completed the survey. Viewing and analysing the responses is very easy due to the automatic data capture and reporting mechanisms within MyNextAdvice.
MyNextAdvice is very user friendly. It provides valuable feedback on the quality of service we are providing our clients, so we are aware of the areas we are performing well in and our areas for improvement. It is very easy to set up a survey, and even easier to view the results. It is a well-used resource within our practice.
The insights into my clients’ views of me and my business have been invaluable. The client lifetime value, retention rates and what-if tools are brilliant.
We recently signed up with MyNextAdvice and sent our first survey last week. I would like to thank MyNextAdvice’s support team for their help and quick response time to both emails and phone calls. I found the whole process of sending surveys to our client base very simple. The software is very easy to use and we are looking forward to seeing our survey results.
We are excited about this opportunity to work closer with our clients using this great service. I strongly recommend others look at using this as a means of seeking client feedback and establishing the future value of your clients.
Before we started using MyNextAdvice, we were having difficulty understanding and developing evaluations for our advisers. MyNextAdvice has been unbelievably helpful to our practice and me. They continuously check with us to ensure that we have all our questions answered and understand how to get the most from the service. I can’t recommend MyNextAdvice more highly to new users. It’s easy to use and we receive absolutely great feedback from our clients for the services we offer. We’re extremely happy with the service that MyNextAdvice provides.