MyNextAdvice was born from our own frustration of not having clear insights into our own clients, and how we could improve our performance.
Our Story
MyNextAdvice grew out of a question that’s fundamental to the success of every financial advice business — how can we retain and grow our existing client base and attract new clients in an increasingly competitive and unpredictable world?
We began with the basic idea that businesses that focus on their clients first and foremost will always win in the long-term and we combined this with some unique research that helped us identify the factors that lead to improved client trust, retention and advocacy/referrals.
During our research, we collected data from literally hundreds of businesses across multiple industries including financial services.
We then thought about how we could build a platform to help businesses quickly collect client feedback and link this to bottom line performance so they could make better decisions and allocate scarce resources to get the best possible results from building stronger client relationships.
The result is MyNextAdvice. And our mission is to help every financial advice business grow. We’d love for you to join us and commit to placing your clients at the centre of everything you do.
Meet the founders
Ray McHale
Founder & CEO
While I was working in the financial services industry, I became frustrated at not being able to quantify the strength of client relationships I’d developed, so I set about researching the field to see what was available and couldn’t find a suitable tool.
So, I then successfully undertook doctoral studies in relationship marketing and, as a result, developed intellectual property that today lies at the heart of MyNextAdvice and is patented in several countries.
My desire to validating the original research in various industries and helping numerous organisations along the way has enabled a unique service that every advice business can use today and benefit immensely from.
Simone Poulter
Co-founder & Business Success Manager
I know what it’s like to be a client. I know what it’s like to have my opinion valued. My needs and preferences are constantly evolving, and I choose long term relationships with businesses that evolve with me.
I also know what it’s like to run a business. In my experience, businesses that are focused on growth also have a continuous improvement mindset. However, it’s impossible to develop authentic, unbiased insights from within.
Business development is easier said than done – running the business always takes priority!
I believe we’ve created a service that helps you make smart decisions. We quickly measure your client’s experience to develop authentic, unbiased insights. We’ll tell you what action you and your marketing/HR/operations teams should take to address the results.
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.
Engage customers, grow your business & demonstrate compliance with a 30 day trial
Sign up for a free 30-day trial to see if MyNextAdvice works for you. No credit card required.