MyNextAdvice was born from our own frustration of not having clear insights into our own clients, and how we could improve our performance.

Dr Ray McHale, Founder & CEO

Our Story

MyNextAdvice grew out of a question that’s fundamental to the success of every financial advice business — how can we retain and grow our existing client base and attract new clients in an increasingly competitive and unpredictable world?

We began with the basic idea that businesses that focus on their clients first and foremost will always win in the long-term and we combined this with some unique research that helped us identify the factors that lead to improved client trust, retention and advocacy/referrals.

During our research, we collected data from literally hundreds of businesses across multiple industries including financial services.

We then thought about how we could build a platform to help businesses quickly collect client feedback and link this to bottom line performance so they could make better decisions and allocate scarce resources to get the best possible results from building stronger client relationships.

The result is MyNextAdvice. And our mission is to help every financial advice business grow. We’d love for you to join us and commit to placing your clients at the centre of everything you do.

Meet the founders

Ray McHale

Ray McHale

Founder & CEO

While I was working in the financial services industry, I became frustrated at not being able to quantify the strength of client relationships I’d developed, so I set about researching the field to see what was available and couldn’t find a suitable tool.

So, I then successfully undertook doctoral studies in relationship marketing and, as a result, developed intellectual property that today lies at the heart of MyNextAdvice and is patented in several countries.

My desire to validating the original research in various industries and helping numerous organisations along the way has enabled a unique service that every advice business can use today and benefit immensely from.

Simone Poulter

Simone Poulter

Co-founder & Business Success Manager

I know what it’s like to be a client. I know what it’s like to have my opinion valued. My needs and preferences are constantly evolving, and I choose long term relationships with businesses that evolve with me.

I also know what it’s like to run a business. In my experience, businesses that are focused on growth also have a continuous improvement mindset. However, it’s impossible to develop authentic, unbiased insights from within.

Business development is easier said than done – running the business always takes priority!

I believe we’ve created a service that helps you make smart decisions. We quickly measure your client’s experience to develop authentic, unbiased insights. We’ll tell you what action you and your marketing/HR/operations teams should take to address the results.

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