Get the only answers you need to grow faster – less time & less effort
Use feedback to generate referrals and leads, capture testimonials, increase client retention and identify pain points. A done-for-you service offering templates, automated reports, calculators and tools to quickly identify how to get better results.
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Generate referrals
Make it easy for your clients to refer. Share the experience you deliver to all your clients to take away their risk.
Gather testimonials
Obtain powerful testimonials from your clients (or quickly identify pain points) in a non-confrontational format.
Retain clients
Asking for feedback improves retention – even if clients don’t respond. They appreciate your commitment to improving their experience
Save time
Our done-for-you service only needs 10 minutes of your time to collect the feedback, review detailed reports, and take action.
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.
Develop A Sound Referral Strategy
Prospective clients are seeking someone they can trust. They want to know you will deliver a great client experience. This is why referrals work so well. But just because your clients SAY they’ll refer you doesn’t necessarily mean they will. Vouching for you carries a high risk.
MyNextAdvice can be used to encourage proactive referrals; where your clients proactively promote you to their network. We’ll help you generate results you can use as authentic proof that you deliver a great experience to ALL your clients.
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Focus On The Right Metrics
Stronger client relationships drive superior financial performance. Impacts include higher client retention, improved lifetime value and willingness to refer you to 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. When they respond, we autogenerate a suite of valuable reports that identify 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.