MyNextAdvice is a focused alternative to SurveyMonkey
Why use a generic survey service instead of an all-in-one business improvement solution that’s designed especially for the advice industry? MyNextAdvice is built from the ground up to help you improve growth, efficiency, and compliance.
SurveyMonkey = generic survey tool.
MyNextAdvice is designed for you.
Pre-configured surveys designed for the industry
All surveys are underpinned by rigorous research and are focused on generating insights to positively impact your growth, efficiency, and compliance.
Quick and easy scheduling & deployment
Conveniently schedule a survey and send it to your clients in a matter of minutes – either directly through our platform or by using the Iress Xplan integration.
Understand what shape your client relationships are in
Because we measure and analyse key variables to pinpoint the strengths and weaknesses of every client relationship, and calculate their lifetime value, you’ll be able to make more confident decisions.
Connect results to your bottom line
Use a combination of survey and historical financial data to quickly calculate both pre-survey and the projected lifetime value (profitability) of individual clients, segments, and the entire business.
Confidently plan next steps and take action
What-If and Game Plan tools are available to help you understand what changes are likely to deliver the biggest positive impact on your bottom line and what specific actions you could take to make them a reality.
Requires more time and effort on your part
Do you have lots of spare time to understand the large number of design options available and then choose and test for best fit? Didn’t think so.
Too many options can impede timely action
You may end up devoting a lot of your valuable time reviewing deployment options and even have to design your own survey invitation and content from scratch.
Will you get the insights you need?
Because survey content can be largely self-defined and generic, there is a higher risk that the wrong questions will be asked and the collected data can’t be used to generate the actionable insights you need.
Starts and finishes with survey data
There is no capability provided to use survey data to understand the financial aspects of your client relationships, what the optimal spend is to acquire a new client, or to help segment your client base.
What comes next?
With your reports in hand, you are largely on your own to figure out how to interpret them, identify the most important changes that will lead to measurable performance improvement, and how you can implement them successfully.
We used MyNextAdvice to find an adviser because we were concerned that our financial situation wasn’t where it should be, and we’re getting closer to retirement. The process with you was easy. We didn’t have to spend time ringing around to find someone – once we were matched to someone they rang us! We would recommend using your site to anyone who wants a valuable experience.
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 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.
Deep dive: MyNextAdvice vs SurveyMonkey
No more monkeying around. MyNextAdvice provides you with an industry-specific, fully compliant, business improvement solution that goes well beyond just collecting feedback. If you’re a busy advice business looking for help to grow, become more efficient, and demonstrate compliance with key client-facing obligations, you need to check out MyNextAdvice.