Grow faster & reduce non-compliance risk.
Software that enables advice businesses to monitor and demonstrate compliance, generate more referrals, capture powerful testimonials, improve client retention, identify pain points, and benchmark and improve performance.
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Monitor Compliance
Make it easy for your clients to share their experience about promises delivered versus promises made.
Gather testimonials
Source powerful testimonials from your clients (or quickly identify pain points) in a non-confrontational format.
Generate Referrals
Make it easy for your clients to refer. Help them share authentic details about the experience you deliver to mitigate reputational risk they face.
Save time
Our done-for-you service needs only 10 minutes of your time to collect feedback, review detailed reports, and take action.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
Develop A Sound Compliance Monitoring Strategy
The compliance obligations of Licensees and practitioners alike are growing – an essential way to monitor and demonstrate compliance is through the voice of your clients. As a Licensee, you increasingly need to have your finger on the pulse to ensure all authrorised representatives and brokers are conducting themselves in a compliant manner. As an adviser/broker, you more than ever need to ensure you are conducting yourself ethically and delivering good client outcomes.
MyNextAdvice can be used to monitor performance and identify pathways for improved performance. We’ll help you to quickly and conveniently generate results you can use as authentic proof that you deliver a great experience to ALL your clients and in a compliant manner.
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Focus On The Right Metrics
Stronger client relationships drive superior financial performance. Positive impacts include higher client retention, improved lifetime value and willingness to refer you to others in their network.
MyNextAdvice quickly and easily measures the DNA of your client relationships: trust, integrity, effort, communication, satisfaction, competence, advocacy. Use these metrics to understand and improve your clients’ experience. Reap the financial rewards.
Access An Easy Solution
MyNextAdvice is easy to use and takes very little of your time. Clients quickly complete an online survey. We then autogenerate a suite of valuable reports in real-time that identify performance issues, referral sources, capture testimonials, and rank key relationship drivers to help you understand their experience. Our Game Plan will guide you on what actions to take next.
Most importantly, results are collected confidentially and close the loop on your client’s experience. We even provide a data download of all results to help with internal analytics and benchmarking.
MyNextAdvice is very user friendly for both advisers and clients. The survey questions are wonderfully direct & simple, however, provide valuable insights to help identify where we are performing well and what areas we need to work on. MyNextAdvice is a great service we will continue to use in our practice.
How does it work?
Invite your clients to provide feedback
The quick, simple process is designed to maximise response rates.
Clients complete the survey in <3 minutes
A fast completion time elicits a higher response rate, generating powerful insights.
Review results in real time
View reports and take immediate action to close the loop and leverage opportunities.
Want actionable insights to grow your business?
Our team has 42+ years combined experience in financial services and business development. We like to share our opinions and insights with our network when it’s relevant. Become part of our network here.
NOTE: We respect your time. We don’t spam. We don’t share details with third parties.
Engage clients and grow your business with a 30 day trial
Sign up for a free 30-day trial to see if MyNextAdvice works for you. No credit card required.