How it works

MyNextAdvice helps you make smarter business decisions using a powerful source of truth: client feedback.

Improve efficiencies and productivity. Quickly identify risks to your business and build a history of compliance. Supercharge your growth with actionable insights.

Invite your clients to provide feedback

  1. Select a survey template
  2. Finalise the survey invitation
  3. Upload a client list
  4. Send

Clients complete the survey in <5 minutes

Clients quickly complete the survey online using any device. No personal or financial data is captured.

Results in real-time

A suite of automated reports show how you are performing across a range of critical growth drivers. Real-time results enable you efficiently act on opportunities, address issues, and mitigate risk.

Build a history of compliance of delivering good outcomes and acting in your client’s best interests.

Grow your business

Our inbuilt smart tools will enable you to:

  1. Improve client retention
  2. Identify referral opportunities
  3. Predict future profitability;
  4. Calculate business and client portfolio valuations.

Automate lead generation

We will automatically connect you with qualified leads based on your performance. No need to totally rely on referrals which can be time consuming and hit and miss.

How often should I survey my clients?

If you’re surveying your clients for the first time, or it has been a long time since you last surveyed them (12-18 months+), we recommend surveying all your clients to give yourself a benchmark to start with.

After that, we recommend sending surveys to each of your clients within 2-3 weeks of a major interaction with them. This ensures your interaction is fresh in their mind, and they are better able to provide you with authentic feedback. Regularly surveying your clients demonstrates you are serious about tapping in to their views. It also allows you to quickly close the loop on any issues that arise.

Is there a limit to how many surveys and invitations I can send?

No. We do not put any limitations on how many times you can survey your clients, the number of invitations you can send out, or how many survey responses you can receive each month. This gives you the flexibility to use the service in a way that best suits your business.

There are no limits because MyNextAdvice has been designed to genuinely help you grow your business. Quantity and consistency should be important to your decision making, and you’ll see the best results if you use our service regularly, across your entire client base. This provides you with the best opportunity to generate accurate insights and make decisions based on accurate data.

You’re in the business of numbers, so you understand that a larger quantity of data offers a more statistically meaningful result.

Can I create my own surveys?

Unfortunately not. MyNextAdvice is underpinned by intellectual property that guides you through the process of making the best possible decisions about your client relationships. If you prefer the freedom to design your own survey, there are other services available. They don’t offer the unique value that MyNextAdvice can deliver.

That said, we are constantly seeking feedback from users and reviewing for improvements. Once you start using the service we welcome your feedback to see if we can improve it in some way.

Can I create my own reports?

Yes. While we automatically provide a suite of very useful reports, MyNextAdvice has a data extraction function that enables users to quickly download a CSV file of all survey data (from initial use through to the latest survey results) so you can manipulate the data in any way you like to generate bespoke reports.

This data can be downloaded at any time your account is active.

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.