Know what your clients are thinking
Increase client retention, referrals and new leads. Use our unique client surveys, automated reports, calculators and tools to quickly identify how to develop and grow your business.
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Empower your clients
They want you to succeed – they’re an ideal resource for understanding how. Use their feedback to build a history of satisfaction and compliance.
Leverage our deep insights
Improve efficiency and productivity. Quickly identify actions to take on critical growth drivers like trust, advocacy, and retention.
Make smarter decisions
Remove speculation and use our inbuilt smart tools. Identify your options and help predict bottom line outcomes.
Grow your business value
Accelerate client retention, identify at-risk relationships and referral sources, improve profitability, and automate lead generation.
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.
Find out what your clients really think
Regularly ask your clients how you perform on the key relationship drivers. They want to contribute to your success so make sure you demonstrate a willingness to engage and listen. Build a history of client satisfaction and compliance.
Predict profitability and identify growth opportunities
Use MyNextAdvice to assess client lifetime value and manage your clients seamlessly through the relationship lifecycle by identifying the best growth opportunities (retention, referrals, lead generation).
Create tailored, practical, game plans in minutes
Use MyNextAdvice’s done-for-you Game Plan tool to generate a tailored plan of attack designed to help you build stronger, more profitable client relationships and a more valuable business. Quickly identify and address internal and external risks to your business.
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 <5 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.
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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.