Compliance & Growth – quickly and simply
Cloud-based software that empowers curious advice businesses to measure and act on their clients’ experience. Monitor client-facing compliance obligations, generate referrals, capture testimonials, improve client retention and identify pain points. Connect feedback to bottom line 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
Obtain 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. Share the experience you deliver to all your clients to mitigate the reputational risk they face.
Save time
Our done-for-you service only needs 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
A whole raft of new compliance obligations will soon be imposed on Licensees and practitioners alike – ones that can only be fully monitored through the voice of your clients. As a Licensee, you will need to have your finger on the pulse to ensure all authrorised representatives are conducting themselves in a compliant manner. As a planner/adviser, you will more than ever have to make sure 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 in a compliant manner.
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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 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.